Fidelidade
Fidelidade Technographics
Fidelidade Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fidelidade and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2500 Fidelidade employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Fidelidade has purchased the following applications: SAP S/4 HANA for ERP Financial in 2022, Microsoft 365 for Collaboration in 2020, Microsoft SharePoint for Enterprise Content Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Fidelidade is running and its propensity to invest more and deepen its relationship with SAP , Microsoft , Adform 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 Fidelidade revenues, which have grown to $500.0 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 Fidelidade 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.
Fidelidade Tech Stack and Enterprise Applications
Fidelidade ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP S/4 HANA | ERP Financial | ERP | n/a | 2022 | 2022 |
In 2022 Fidelidade implemented SAP S/4 HANA as an ERP Financial solution to meet the new IFRS 17 accounting requirements across the insurance group. The deployment centered on SAP S/4 HANA for Financial Products Subledger FPSL, selected to provide an integrated subledger and reporting layer for insurance and reinsurance contract accounting.
The implementation configured FPSL to generate IFRS 17 reports in line with IASB guidance, provide auxiliary accounting and IFRS 9 reporting, and maintain the capacity to include local GAAP and other financial accounting principles. Functional capabilities implemented include automated data ingestion, continuous valuation and processing of insurance contract results, detailed subledger postings and subsequent financial postings to the general ledger.
Integration work focused on automated feeds from operating source systems into SAP S/4 HANA for Financial Products Subledger FPSL, preserving data flow integrity from policy and claims systems into accounting entries. The program covered the Group companies and branches in Portugal and all countries where the Fidelidade Group operates, aligning actuarial outputs with finance subledger workflows and consolidating reporting for finance, actuarial and BI teams.
Softinsa was the technological partner chosen for the program and provided implementation and Application Management Services to maintain and evolve the financial systems. Governance emphasis was placed on minimizing risk and avoiding increases in the time required for financial processes, with the stated objective of enabling a successful transition to IFRS 17 and achieving improvements in process optimization.
|
Fidelidade Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Fidelidade deployed Microsoft 365 as its Collaboration platform. The Portugal-based insurance group with approximately 2,500 employees adopted Microsoft 365 to standardize employee collaboration and to surface selected collaboration capabilities on its corporate website.
The implementation centered on core Microsoft 365 capabilities, using Exchange Online for corporate mail, SharePoint Online for intranet and document management, Microsoft Teams for synchronous collaboration, and OneDrive for Business for personal file storage. Configuration work emphasized tenant-level provisioning of mailboxes and sites, Teams channel structure and document lifecycle settings to support secure content sharing and co-authoring.
Architecture follows a cloud-first tenant model with centralized directory and identity services to govern access across mail, SharePoint and Teams, and with web integration that exposes specific collaboration features to the public site. Operational coverage targets corporate functions and digital channels, aligning collaboration services with internal workflows and external web touchpoints.
Governance was organized around centralized IT administration, role-based provisioning and information governance policies, with standardized collaboration templates and site structures to enforce consistency across departments. Microsoft 365 is the named application delivering the Collaboration capabilities for Fidelidade.
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 |
|
|
Collaboration | Collaboration |
|
2021 | 2021 |
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Fidelidade Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft SharePoint | Enterprise Content Management | Content Management | n/a | 2020 | 2020 |
In 2020, Fidelidade implemented Microsoft SharePoint as its Enterprise Content Management solution. Microsoft SharePoint is used on the Fidelidade website to centralize web content publishing and to provide a unified content repository for public-facing assets.
The implementation emphasizes standard Enterprise Content Management capabilities, including site collections and web pages for content publishing, document libraries and content types for structured asset management, metadata-driven search and indexing, and configurable approval workflows for editorial control. Configuration work focused on taxonomy and metadata models to support consistent tagging of policies, product pages, and customer-facing documents, and on records and retention settings to address insurance documentation lifecycle needs.
Operational scope centers on the public website with contributor roles assigned to corporate communications and web operations teams. Governance includes role-based permissions, editorial approval flows, content staging and publishing controls, and taxonomic stewardship to enforce consistency across the site. The deployment leverages Microsoft SharePoint hosting and the Microsoft vendor ecosystem for contributor authentication and publisher workflows, with ongoing content governance processes to manage updates and compliance.
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Fidelidade CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
|
2017 | 2017 |
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Marketing Automation | CRM |
|
2021 | 2021 |
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Fidelidade ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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IT Service Management | ITSM |
|
2018 | 2018 |
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Fidelidade Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Supplier Relationship Management | Procurement |
|
2021 | 2021 |
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Fidelidade TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
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Fidelidade PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Transactional Email | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Fidelidade IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
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Content Delivery Network | IaaS |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Fidelidade
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Fidelidade Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Fidelidade IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Fidelidade digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Fidelidade Technographics
Fidelidade is a Insurance organization based in Portugal,
with around 2500 employees and annual revenues of $500.0 million.
Fidelidade operates a diverse technology stack with applications such as
SAP S/4 HANA, Microsoft 365 and Microsoft SharePoint,
covering areas like ERP Financial, Collaboration and Enterprise Content Management.
Fidelidade has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP and Microsoft.
Fidelidade recently adopted applications including
SAP S/4 HANA in 2022, Microsoft 365 in 2021 and Adform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Fidelidade’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Fidelidade’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 Fidelidade technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.