AI Buyer Insights:

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

Evelyn Partners
Location
45 Gresham Street,
London, EC2V 7BG,
United Kingdom
Website
https://www.evelyn.com/
Phone
44 20 3131-6509
Artw industry
Banking and Financial Services
Employee
Revenue

Evelyn Partners Technographics

Evelyn Partners Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Evelyn Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4097 Evelyn Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Evelyn Partners has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2018, Microsoft 365 for Collaboration in 2022, Iress Client Lifecycle Management for CRM in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Evelyn Partners is running and its propensity to invest more and deepen its relationship with Oracle , Tax Systems , 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 Evelyn Partners revenues, which have grown to $592.0 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 Evelyn Partners 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.

Evelyn Partners Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Infor SunSystems Oracle NetSuite ERP ERP Financial ERP Financial Management n/a 2018 2018
Tax Management ERP Financial Management 2020 2020
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2022 2022
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Iress Legacy Iress Client Lifecycle Management CRM CRM n/a 2018 2018
In 2018, Evelyn Partners implemented Iress Client Lifecycle Management as part of its wealth/CRM technology stack in the United Kingdom. The implementation was recorded as starting and being deployed in 2018, with the full application name Iress Client Lifecycle Management documented in purchase records. Iress Client Lifecycle Management was configured to support client onboarding and CRM processes, with configuration focused on client lifecycle management, contact and relationship records, and structured onboarding workflows. Category-aligned capabilities activated included workflow automation for onboarding, centralized client record management, and document capture and storage to support advisory and compliance workflows. The rollout targeted Evelyn Partners wealth management operations in the UK and was positioned to serve advisory, client onboarding, and compliance functions, integrated into the broader wealth/CRM technology stack. Governance and process work emphasized standardizing onboarding procedures and consolidating client data to improve coordination between advisors, operations, and compliance teams.
Customer Engagement CRM 2022 2022
Customer Experience CRM 2022 2022
Customer Experience CRM 2022 2022
Digital Advertising Platform CRM 2022 2022
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2022 2022
Tag Management CRM 2022 2022
EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
EPM EPM 2018 2018
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2022 2022
Portfolio and Investment Management Investment Management 2005 2006
Portfolio and Investment Performance and Planning Investment Management 2019 2019
Trading Platform Investment Management 2022 2022
Transfer Agency Investment Management 2017 2017
Transfer Agency Investment Management 2005 2006
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2022 2022
Governance, Risk and Compliance TRM 2022 2022
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Evelyn Partners
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Evelyn Partners Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Evelyn Partners Technographics

Evelyn Partners is a Banking and Financial Services organization based in United Kingdom, with around 4097 employees and annual revenues of $592.0 million.

Evelyn Partners operates a diverse technology stack with applications such as Oracle NetSuite ERP, Microsoft 365 and Iress Client Lifecycle Management, covering areas like ERP Financial, Collaboration and CRM.

Evelyn Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Microsoft and Iress.

Evelyn Partners recently adopted applications including Microsoft 365 in 2022, Slack Connect in 2022 and dotdigital Engagement Cloud in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Evelyn Partners’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Evelyn Partners’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 Evelyn Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.