Dublin, D02 PY05,
Ireland
Davy Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Davy Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 900 Davy Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Davy Group has purchased the following applications: Yardi Voyager for Real Estate Property Management in 2021, Microsoft 365 for Collaboration in 2017, Singletrack for Customer Engagement in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Davy Group is running and its propensity to invest more and deepen its relationship with Yardi , Microsoft , Singletrack or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Davy Group revenues, which have grown to $220.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Davy Group intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Yardi | Legacy | Yardi Voyager | Real Estate Property Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Davy Group implemented Yardi Voyager at Davy Stockbrokers in Dublin, County Dublin, with a project span from January 2021 to November 2022. Yardi Voyager was adopted as the enterprise Real Estate Property Management platform to consolidate property, tenant and financial workflows across the stockbroking business.
The implementation covered core configuration and functional modules, including Chart of Accounts setup, financial ledger alignment, property record provisioning, and tenant onboarding workflows. The team performed data mapping and conversions to populate entities, properties and tenants, and specified customization requirements to address reporting and functional gaps identified during application review.
Project execution centered on iterative testing and rollout, with collaboration between internal process owners and Yardi consultants throughout test cycles and go live. Responsibilities included reviewing business processes to identify inefficiencies and embedding solutions within Yardi Voyager, accepting customization deliverables, and supervising the onboarding of new entities and properties into the system.
Governance and operational change included coordination with management and peers to collect feedback on rolled out applications, formal acceptance of customizations, and redistribution of operational ownership for property and finance functions to the Yardi Voyager platform. The work emphasized process redefinition for property management and finance teams to align daily operations with the new Real Estate Property Management system.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Davy Group implemented Microsoft 365 as its Collaboration platform. The Microsoft 365 deployment supports enterprise collaboration and productivity, enabling core business communication and document collaboration across the organization. Public site artifacts indicate Microsoft 365 services are used and surfaced on the Davy Group website.
Configuration reflects standard Microsoft 365 Collaboration capabilities, including Exchange Online mail, Microsoft Teams for synchronous collaboration, SharePoint Online and OneDrive for document management, and the Office productivity suite, with governance oriented around centralized identity and access controls and compliance tooling typical of enterprise Microsoft 365 implementations. Operational scope addresses knowledge work across Davy Group, a 900 employee financial services firm, and the narrative links Davy Group, Microsoft 365, Collaboration and business productivity as the primary relationship between company, application, category and business function.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Singletrack | Legacy | Singletrack | Customer Engagement | CRM | n/a | 2024 | 2024 |
In 2024, Davy Group implemented Singletrack Insights to gain deep, accurate and actionable insights into client accounts across its regional European brokerage operations. The deployment used Singletrack as a Customer Engagement application focused on CRM and insights for capital markets in Europe, shifting the firm from retrospective to predictive client account views.
The implementation centered on CRM and insights modules within Singletrack Insights, including consolidated account intelligence, report orchestration and dashboarding to support capital markets client coverage. Configuration emphasized account-level analytics and predictive client scoring to surface revenue potential and engagement priorities for sales and client service teams.
Operational coverage extended across Davy Group's regional European brokerage operations, where Singletrack consolidated client account records and regional brokerage data sources into unified client views. The project supported business functions in capital markets sales, client relationship management and reporting, enabling cross-border transparency of account activity and holdings.
Governance changes included centralized reporting workflows and structured insight delivery to regional coverage teams, with phased rollout aligned to brokerage business units. The program delivered improved transparency, enhanced reporting and greater revenue predictability as articulated in project outcomes.
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2011 | 2011 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2018 | 2018 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Web Gateways (SWG) | CyberSecurity |
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2011 | 2011 |
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