Fidelity Life
Level 4, 136 Fanshawe Street,
Auckland, 1010,
New Zealand
Auckland, 1010,
New Zealand
64 800 882 288
Insurance
Fidelity Life Technographics
Fidelity Life Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fidelity Life and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 286 Fidelity Life 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 Life has purchased the following applications: ExFlow AX for AP Automation in 2021, Moodle LMS for Learning and Development in 2020, Microsoft 365 for Collaboration 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 Fidelity Life is running and its propensity to invest more and deepen its relationship with SignUp Software AB , Microsoft , Moodle 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 Life revenues, which have grown to $173.0 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 Life 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 Life Tech Stack and Enterprise Applications
Fidelity Life ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SignUp Software AB | Legacy | ExFlow AX | AP Automation | ERP | n/a | 2021 | 2021 |
In 2021 Fidelity Life implemented ExFlow AX as its AP Automation solution as part of Project Watson and the wider move to Microsoft Dynamics 365 F&O. The implementation ran alongside the General Ledger phase of Project Watson and coincided with Fidelity Life completing the acquisition and integration of Westpac Life, which brought a comparable AP headcount into the business and increased the operational need for automated invoice processing.
ExFlow AX was configured to support invoice capture and automated matching, including GST number and bank account validation against the vendor master, and to enforce approval workflows based on delegation of authority limits. The ExFlow AX approval routing was instrumented to route invoices automatically to budget holders, ensuring approvals aligned with approved delegation limits and reducing manual checking at the invoice level.
The deployment was integrated with Microsoft Dynamics 365 F&O, with over 3,000 vendors migrated into the D365 F&O vendor master during the rollout, and Datacom supported the Dynamics migration and recommended ExFlow. Operational coverage focused on Finance, Accounts Payable and core accounting functions across the New Zealand business, embedding ExFlow AX into the invoice-to-pay and general ledger posting chain.
Governance changes included formalized approval routing and earlier system entry for invoices, allowing GST to be claimed sooner because invoices enter the system at receipt rather than after manual processing. Fidelity Life reported stronger financial control and reduced fraud risk through automatic supplier detail matching, faster, accurate routing to budget holders, and improved confidence that approvals were within delegation limits, helping ensure suppliers are paid on time.
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ERP Financial | ERP |
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2020 | 2020 |
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Fidelity Life HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Moodle | Legacy | Moodle LMS | Learning and Development | HCM | n/a | 2020 | 2020 |
In 2020, Fidelity Life implemented Moodle LMS for Learning and Development, deploying the Moodle LMS instance on its corporate website to deliver training to employees and external audiences. The deployment established a web-hosted learning front end integrated into the company site, enabling course catalog presentation, self-enrollment, and secure role-based access for learners. Targeted functional scope centered on HR and L&D use cases within Fidelity Life's New Zealand operations.
Configuration emphasized typical Learning and Development modules including course management, user and role administration, assessments and certification tracking, and reporting for compliance. Operational governance instituted content publishing workflows and centralized administration by the L&D team to manage course lifecycle and enrollments. The implementation is described as a web-hosted Moodle LMS delivered via the Fidelity Life website.
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Fidelity Life Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Fidelity Life implemented Microsoft 365 for Collaboration across its New Zealand operations. The deployment is visible on the corporate website, confirming an active Microsoft 365 tenancy providing core collaboration services for the insurer.
The Microsoft 365 implementation is consistent with category-standard modules, including Exchange Online for corporate email, SharePoint Online for intranet and document management, Microsoft Teams for chat and meetings, and OneDrive for file synchronization. Configuration and governance were structured to support enterprise identity and compliance needs, using centralized tenant administration, role based access controls, and data loss prevention patterns common to Collaboration deployments.
Operational coverage for Microsoft 365 spans corporate functions such as underwriting, claims support, finance, and distribution enablement, where collaboration tooling is used for internal communications and document workflows. The presence of Microsoft 365 on the public website indicates integration of collaboration services with external digital channels and underscores an organizational approach that centralizes collaboration and content management under a single Microsoft 365 tenant.
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Fidelity Life CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Fidelity Life ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2021 | 2021 |
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Fidelity Life PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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Fidelity Life 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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2015 | 2015 |
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Fidelity Life 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 Life
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Fidelity Life Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Fidelity Life IT executives and key decision makers. This section highlights Fidelity Life's latest recorded technology evaluations, including IBM Life/400 for Insurance ERP on 2025-08-28. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Fidelity Life digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-28 | Fidelity Life | Evaluated | IBM | IBM Life/400 | Insurance ERP | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Fidelity Life Technographics
Fidelity Life is a Insurance organization based in New Zealand,
with around 286 employees and annual revenues of $173.0 million.
Fidelity Life operates a diverse technology stack with applications such as
ExFlow AX, Moodle LMS and Microsoft 365,
covering areas like AP Automation, Learning and Development and Collaboration.
Fidelity Life has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SignUp Software AB, Moodle and Microsoft.
Fidelity Life recently adopted applications including
Adform in 2023, ExFlow AX in 2021 and Atlassian Jira Service Desk in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Fidelity Life’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Fidelity Life’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 Fidelity Life technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.