Auckland, 1010,
New Zealand
Fidelity Life Technographics
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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SignUp Software AB | Legacy | ExFlow AX | AP Automation | ERP Financial Management | 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 Financial Management |
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2020 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Moodle | Legacy | Moodle LMS | Learning and Development | HCM | n/a | 2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
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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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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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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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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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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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