Dolfin Group
50 Berkeley Street,
London, W1J 8HA,
United Kingdom
London, W1J 8HA,
United Kingdom
44 20 3883 1800
Banking and Financial Services
Dolfin Group Technographics
Dolfin Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Dolfin Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 130 Dolfin 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 Dolfin Group has purchased the following applications: Sage Business Cloud X3 (ex Sage ERP X3) for ERP Financial in 2015, Zoom for Audio Video and Web Conferencing in 2020, Intuit Mailchimp for Marketing Automation in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Dolfin Group is running and its propensity to invest more and deepen its relationship with Sage , Zoom Video Communications , Microsoft 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 Dolfin Group revenues, which have grown to $17.0 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 Dolfin 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.
Dolfin Group Tech Stack and Enterprise Applications
Dolfin Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Business Cloud X3 (ex Sage ERP X3) | ERP Financial | ERP | n/a | 2015 | 2016 |
In 2015, Dolfin Group implemented Sage Business Cloud X3 (ex Sage ERP X3) as its ERP Financial platform across the group. The deployment targeted core finance and administrative domains for a UK-based financial services firm with roughly 130 employees, positioning Sage Business Cloud X3 as the primary system of record for group-level financial processing and control.
The implementation encompassed solution design and development activities focused on financial modules typical of ERP Financial systems, including general ledger, accounts payable, accounts receivable, and consolidated financial reporting. Project Management System and System Management/Administration capabilities were configured to support ongoing configuration control, release coordination, and maintenance workflows, reflecting an emphasis on governed application lifecycle management.
Integration work explicitly included the integration of the group investment management systems into Sage Business Cloud X3, enabling data exchange between portfolio or investment platforms and the ERP for accounting and financial reconciliation purposes. Those integrations were implemented alongside back-office process orchestration, aligning investment accounting inputs with the ERP financial ledger and reporting processes across the organization.
Governance and rollout were organized through the project management function, with system management and administration teams owning solution configuration, access controls, and operational support. Solution design and development statements indicate a sustained configuration and development effort to align Sage Business Cloud X3 with Dolfin Group finance, investment accounting, and administrative workflows.
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Dolfin Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Dolfin Group implemented Zoom as its Audio Video and Web Conferencing application and embedded Zoom on the corporate website to surface meeting links and client-facing conferencing touchpoints. The deployment is a cloud-hosted SaaS configuration of Zoom, providing browser and app-based join options to support synchronous advisor-client meetings and internal team collaboration across the firm.
Zoom is configured to deliver core conferencing capabilities including audio, video, screen sharing, meeting scheduling and recording, aligned with the Audio Video and Web Conferencing category functional model. The implementation is operationally focused on client services and advisory teams and uses centralized account administration and role-based access controls to govern users and meeting settings, while the website integration exposes meeting join flows and client engagement workflows directly from Dolfin Group’s public site.
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Dolfin Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2017 | 2017 |
In 2017, Dolfin Group deployed Intuit Mailchimp for Marketing Automation on its website. The implementation established Intuit Mailchimp as the primary Marketing Automation platform for email marketing and subscriber management for the UK banking and financial services firm Dolfin Group.
Configuration focused on embedding Intuit Mailchimp sign-up forms on the website, creating segmented contact lists, and configuring template-driven campaign orchestration and automated email sequences. Functional modules implemented reflect Marketing Automation capabilities including contact list management, campaign templates, automation workflows, and built-in reporting and deliverability monitoring.
Operational coverage centered on marketing and client engagement functions, with the website acting as the primary acquisition channel through Mailchimp subscription forms. Governance concentrated on marketing ownership of subscriber consent, campaign cadence, and publishing processes, with rollout activities limited to embedding forms and establishing campaign and automation operational procedures.
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Dolfin Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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Dolfin Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Dolfin Group
| First Name | Last Name | Title | Function | Department | Phone | |
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Finance Systems Manager | Manager | IT | |
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Group Finance Manager | Manager | Finance | |
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Apps Being Evaluated by Dolfin Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Dolfin Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Dolfin Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Dolfin Group Technographics
Dolfin Group is a Banking and Financial Services organization based in United Kingdom,
with around 130 employees and annual revenues of $17.0 million.
Dolfin Group operates a diverse technology stack with applications such as
Sage Business Cloud X3 (ex Sage ERP X3), Zoom and Intuit Mailchimp,
covering areas like ERP Financial, Audio Video and Web Conferencing and Marketing Automation.
Dolfin Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Zoom Video Communications and Intuit.
Dolfin Group recently adopted applications including
CodeTwo Email Signatures in 2021, Zoom in 2020 and Salesforce Pardot in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Dolfin Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Dolfin Group’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Dolfin Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.