London, EC4M 5AB,
United Kingdom
Fidelity International Technographics
Fidelity International Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fidelity International and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8800 Fidelity International 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 International has purchased the following applications: Oracle JD Edwards EnterpriseOne for ERP Financial in 2011, Workday HCM for Core HR in 2020, SAP Concur Travel for Travel Management 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 International is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Workday 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 International revenues, which have grown to $4.81 billion 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 International 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 International Tech Stack and Enterprise Applications
Fidelity International ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle JD Edwards EnterpriseOne | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, Fidelity International implemented Oracle JD Edwards EnterpriseOne as its ERP Financial platform. The deployment established JD Edwards as a principal financial system in parallel with an HFM consolidation system to support statutory and management reporting.
Oracle JD Edwards EnterpriseOne was configured to support core financial modules including general ledger, accounts payable, accounts receivable, fixed assets and intercompany accounting, aligning with ERP Financial workflows for transaction capture, period close and audit trails. Configuration work emphasized chart of accounts harmonization and transaction posting rules to support consolidated reporting.
Data flows were orchestrated between Oracle JD Edwards EnterpriseOne and the HFM consolidation system to feed period close and consolidation mappings, enabling ledger level detail to roll up into group reporting. The implementation covered finance function processes such as month end close, intercompany reconciliation and statutory reporting across Fidelity International's finance organization.
Ongoing development responsibilities focused on maintaining and extending JD Edwards EnterpriseOne and the HFM consolidation interfaces, with application development and finance process teams collaborating on close automation and consolidation mapping updates. Governance centered on finance controlled release cycles and configuration change management to preserve the integrity of financial data and reporting.
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ERP Financial | ERP |
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2022 | 2023 |
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Expense Management | ERP |
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2017 | 2017 |
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Tax Management | ERP |
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2022 | 2023 |
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Fidelity International HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday HCM | Core HR | HCM | n/a | 2020 | 2020 |
In 2020 Fidelity International began a programme to enhance Workday HCM as its Core HR solution. The initiative is described as a global HRIS transformation and optimisation managed from the Technology team in London, with a senior Programme Manager accountable for creation and delivery of the strategic change programme.
The programme concentrated on Core HR configuration within Workday HCM, focusing on workforce administration, organisation management, and talent management capabilities that centralize employee records and standardize HR processes. Workday HCM was configured to support automated HR workflows and data governance controls consistent with enterprise HCM practices.
Operational scope is global, targeting HR and Technology stakeholders across Fidelity International, with the programme positioned to harmonize HR operations and governance across business functions. Integrations and interfacing were implemented using Workday HCM integration frameworks and API-driven patterns to support data exchange and process orchestration without naming external systems.
Governance was structured around a Programme Management office within the Technology team, emphasizing senior stakeholder collaboration, phased delivery, change control, and optimisation of the core HCM system. The Programme Manager role was responsible for aligning strategic priorities to the Workday HCM roadmap and coordinating cross-functional rollout activities.
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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Workforce Management | HCM |
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2022 | 2022 |
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Workforce Management | HCM |
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2016 | 2016 |
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Fidelity International ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Fidelity International implemented SAP Concur Travel as part of a Travel Management programme to centralize expenses, travel booking and invoicing workflows across the finance function. The engagement was led from the Finance Technology Lead role for expenses, travel and invoicing software and executed through global matrix teams responsible for scoping, planning and delivery across business and technology portfolios.
The SAP Concur Travel implementation focused on core Travel Management capabilities, including expense management, travel booking orchestration and invoice processing workflows, configured to align with procurement to pay patterns. Configuration work emphasized integration points with ERP core modules to route travel-related invoices into P2P suites, support for data migration activities, and cloud integration to enable continuous delivery across the stack.
Operational coverage spanned corporate finance and procurement processes with governance tied into wider corporate and back-office integration programmes, including concurrent initiatives for risk and finance systems. Delivery leveraged AGILE delivery methods, managing SCRUM teams and sprints to iterate configurations, execute data migration and decommission several legacy systems as part of broader technology consolidation efforts.
Programme governance retained PMO oversight for portfolio health, inter-dependencies, risk escalations, progress reporting and budget controls, and included AGILE training design aligned to delivery requirements. SAP Concur Travel was positioned within the Fidelity International Travel Management landscape to standardize expense and travel controls while interfacing with ERP-driven P2P workflows and the firmwide technology governance model.
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Fidelity International AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2019 |
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Natural Language Processing | AI-Powered Application |
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2017 | 2017 |
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Fidelity International Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2015 | 2015 |
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Process Mining | Analytics and BI |
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2018 | 2018 |
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Fidelity International Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Fidelity International Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Enterprise Content Management | Content Management |
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2018 | 2018 |
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Web Content Management | Content Management |
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2011 | 2011 |
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Fidelity International eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2007 | 2007 |
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Fidelity International CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center | CRM |
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2022 | 2022 |
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Call Center | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2018 | 2018 |
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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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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2018 | 2018 |
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Fidelity International EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2014 | 2014 |
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EPM | EPM |
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2022 | 2023 |
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Financial Consolidation and Close | EPM |
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2014 | 2014 |
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Financial Consolidation and Close | EPM |
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2022 | 2023 |
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Fidelity International ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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Fidelity International Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Fidelity International Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2019 | 2019 |
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Fidelity International TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2011 | 2011 |
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Fidelity International PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Master Data Management | PaaS |
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2021 | 2022 |
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Fidelity International 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Fidelity International 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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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Fidelity International
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Fidelity International Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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