Toronto, M5G 2N7, ON,
Canada
Fidelity Canada Technographics
Fidelity Canada Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fidelity Canada and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1600 Fidelity Canada employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Fidelity Canada has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2018, MicroStrategy ONE Analytics for Analytics and BI in 2016, Oracle WebCenter Sites for Web Content Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Fidelity Canada is running and its propensity to invest more and deepen its relationship with Oracle , MicroStrategy , Acoustic 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 Fidelity Canada revenues, which have grown to $620.0 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 Fidelity Canada 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.
Fidelity Canada Tech Stack and Enterprise Applications
Fidelity Canada ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2018 | 2019 |
In 2018, Fidelity Canada implemented Oracle Cloud ERP as the core application for its ERP Financial activities. The rollout focused on Procure-to-Pay processes for the Finance organization in Toronto, covering pre and post rollout stabilization across procurement, accounts payable, and supplier interactions.
Oracle Cloud ERP was configured for end to end Procure-to-Pay workflows, supplier portal onboarding, and month end close procedures including journal entries and accrual management. Functional workstreams included payable invoice processing, supplier master management, and close automation, with targeted system enhancements developed in collaboration with the IT team.
Governance emphasized analyst-led training and vendor enablement on the supplier portal, plus operational process stabilization during the August 2018 to July 2019 period. Training high volume vendors on the supplier portal eliminated invoice processing and payment queries by 30 percent monthly, and the implemented system enhancements improved team efficiency by 25 percent, outcomes recorded as part of the Oracle Cloud ERP ERP Financial implementation.
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Fidelity Canada Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MicroStrategy | Legacy | MicroStrategy ONE Analytics | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, Fidelity Canada deployed MicroStrategy ONE Analytics as its enterprise Analytics and BI platform to consolidate reporting and self service analytics across its banking and financial services operations. The implementation positioned MicroStrategy ONE Analytics to support enterprise reporting, dashboarding, OLAP analysis, and governed self service analytics for business functions including finance, risk and compliance.
The deployment architecture combined MicroStrategy ONE Analytics with an existing MicroStrategy 10 footprint and a hybrid data layer. Source systems and ETL included Microsoft SQL Server 2017 with SSIS, SSAS and SSRS components and Informatica 10 for data integration, while a data lake architecture leveraged Hadoop on Cloudera and NoSQL stores for large scale datasets. Amazon AWS and Azure components provided cloud hosting and platform services, enabling MicroStrategy ONE Analytics to consume both on premise and cloud data sources.
Operational integration included federated BI coexistence with PowerBI and a centralized semantic layer for consistent metrics and metadata. Data pipelines were orchestrated through SSIS and Informatica, and governance focused on role based access controls, report lifecycle management and metadata stewardship to support departmental rollouts across fidelity Canada business units. MicroStrategy ONE Analytics served as the primary Analytics and BI engine within this hybrid technical and operational landscape.
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Fidelity Canada Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle WebCenter Sites | Web Content Management | Content Management | n/a | 2015 | 2015 |
In 2015, Fidelity Canada implemented Oracle WebCenter Sites. Oracle WebCenter Sites is used on the fidelity.ca corporate website as the primary Web Content Management platform to manage public web pages and corporate digital channels, supporting marketing and corporate communications workflows across the organization.
The implementation centers on Web Content Management capabilities such as template driven page composition, web content authoring, digital asset management, workflow based approvals, site staging and publishing, and multichannel content delivery. Operational governance emphasizes editorial workflows and approval controls to coordinate content production across marketing and customer facing teams, with Oracle WebCenter Sites serving as the content management layer for the public website and broader digital experience management.
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Fidelity Canada CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Analytics | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Fidelity Canada IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Hardware Asset Management (HAM), Software Asset Management (SAM), IT Asset Management (ITAM), SaaS Spend Management | IT Asset Management |
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2020 | 2020 |
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Fidelity Canada TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2022 | 2022 |
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Fidelity Canada 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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2014 | 2014 |
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Fidelity Canada CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Fidelity Canada
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Fidelity Canada Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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