Euromoney Institutional Investor
8 Bouverie Street,
London, EC4Y 8AX,
United Kingdom
London, EC4Y 8AX,
United Kingdom
44 20 7779-8888
Banking and Financial Services
Euromoney Institutional Investor Technographics
Euromoney Institutional Investor Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Euromoney Institutional Investor and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2567 Euromoney Institutional Investor employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Euromoney Institutional Investor has purchased the following applications: Infor SunSystems for ERP Financial in 2013, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Euromoney Institutional Investor is running and its propensity to invest more and deepen its relationship with Infor , Oracle , SAP 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 Euromoney Institutional Investor revenues, which have grown to $494.0 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 Euromoney Institutional Investor 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.
Euromoney Institutional Investor Tech Stack and Enterprise Applications
Euromoney Institutional Investor ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013, Euromoney Institutional Investor upgraded SunSystems 531 to SunSystems V6.1 Infor10, consolidating multiple SunSystems instances into a single Infor SunSystems deployment. The Infor SunSystems implementation was scoped as an ERP Financial solution supporting the corporate finance function.
Configuration work focused on consolidating ledgers and standardizing data upload processes, with proposed changes to current data upload routines and the use of SunSystems Transfer Desk and Automation Desk to automate batch movement and reconciliation of financial data. The upgrade and consolidation work aligned system configuration to typical ERP Financial workflows, emphasizing centralized chart of accounts, period close sequencing, and automated data transfer orchestration.
Operational engagement covered the Finance function, with close collaboration between Finance users, Management Accountants, and the System Accountant to map existing business process flows and identify efficiencies. Requirements capture with those stakeholders informed configuration decisions and the proposed data upload changes, ensuring that the consolidated Infor SunSystems instance reflected local accounting and management reporting needs.
The project included advisory and technical support to the Business Application Support team during the upgrade process, with guidance on best practice and postupgrade governance for application support and change control. Documentation and handover focused on operationalizing the Transfer Desk and Automation Desk capabilities and embedding support processes into the Business Application Support team to sustain the consolidated ERP Financial environment.
|
|
|
|
|
ERP Financial | ERP |
|
2017 | 2017 |
|
|
|
|
|
Expense Management | ERP |
|
2017 | 2017 |
|
Euromoney Institutional Investor Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Euromoney Institutional Investor implemented Microsoft 365 as its primary Collaboration platform. Microsoft 365 is in use on their website and serves as the core productivity and collaboration suite across the organization.
The Microsoft 365 deployment consolidated enterprise email, SharePoint Online intranet and document libraries, Microsoft Teams for meetings and persistent chat, OneDrive for Business file sync, and Office desktop and web applications to support document authoring and internal workflows. Typical Collaboration capabilities such as content publishing, editorial review workflows, meeting orchestration, and shared document collaboration are reflected in the configuration and usage patterns.
Architecture and governance were aligned to an enterprise tenant model with centralized administration, role based access control, and identity management through the Microsoft identity stack. Administrative and compliance controls were applied through Microsoft 365 admin and compliance tooling to manage information governance, user provisioning, and policy enforcement across corporate functions. This Euromoney Institutional Investor Microsoft 365 Collaboration deployment focuses on communications, document management, and team collaboration for business functions across the company.
|
|
|
|
|
Collaboration | Collaboration |
|
2021 | 2021 |
|
Euromoney Institutional Investor Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Euromoney Institutional Investor deployed DocuSign eSignature as a Digital Signing solution on its website. The implementation embeds DocuSign eSignature into customer-facing web flows to capture legally binding electronic signatures and to support online document execution for external counterparties and internal approvers.
The deployment exploited core Digital Signing capabilities including embedded signing sessions, templated envelopes, signer authentication, and immutable audit trail and compliance logging. Configuration work emphasized template-driven document generation, pre-population of signer fields, routing rules for sequential signature flows, and automated notification workflows to keep originators and recipients informed of envelope status.
Integration was executed at the website and application integration layer using DocuSign eSignature integration patterns to surface signing UIs within Euromoney web pages and to exchange signing status via secure API endpoints and event notifications. Operational ownership centered on document and contract workflows that touch customer engagement and commercial operations, with governance controls for signature authorization, retention of audit records, and adherence to electronic signature standards.
|
Euromoney Institutional Investor CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2015 | 2015 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
Euromoney Institutional Investor ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2020 | 2020 |
|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
|
Euromoney Institutional Investor PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Project Portfolio Management | PPM |
|
2019 | 2019 |
|
Euromoney Institutional Investor PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2020 | 2020 |
|
Euromoney Institutional Investor IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
Euromoney Institutional Investor CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2017 | 2017 |
|
|
|
|
|
Web Application Firewalls (WAF) | CyberSecurity |
|
2017 | 2017 |
|
IT Decision Makers and Key Stakeholders at Euromoney Institutional Investor
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Head of Finance Systems and Transformation | Director | IT | |
|
|
|
Chief Financial Officer | CXO | Finance | |
|
|
|
CEO | CXO | Finance | |
|
|
|
Lead Accountant | Manager | Finance | |
|
Apps Being Evaluated by Euromoney Institutional Investor Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Euromoney Institutional Investor IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Euromoney Institutional Investor digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Euromoney Institutional Investor Technographics
Euromoney Institutional Investor is a Banking and Financial Services organization based in United Kingdom,
with around 2567 employees and annual revenues of $494.0 million.
Euromoney Institutional Investor operates a diverse technology stack with applications such as
Infor SunSystems, Microsoft 365 and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
Euromoney Institutional Investor has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, Microsoft and Docusign.
Euromoney Institutional Investor recently adopted applications including
Workplace by Facebook in 2021, DocuSign eSignature in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Euromoney Institutional Investor’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Euromoney Institutional Investor’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 Euromoney Institutional Investor technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.