Toronto, M5C 2V9, ON,
Canada
Flow Capital Technographics
Flow Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Flow Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Flow Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Flow Capital has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2018, Hotjar for Customer Experience 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 Flow Capital is running and its propensity to invest more and deepen its relationship with HubSpot , Microsoft , Contentsquare 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 Flow Capital revenues, which have grown to $9.0 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 Flow Capital 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.
Flow Capital Tech Stack and Enterprise Applications
Flow Capital AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Flow Capital implemented Hubspot Live Chat on its website. The Hubspot Live Chat deployment delivers Chatbots and Conversational AI capabilities to support customer-facing interactions, with a primary focus on inbound lead capture and frontline customer support for the small Canadian financial services firm.
The implementation is an embedded Hubspot Live Chat widget configured to collect visitor contact details, present scripted conversation flows, and route messages to sales or operations staff through Hubspot messaging and contact record enrichment workflows. Operational scope centers on online touchpoints and customer service and sales functions, with configuration managed inside the Hubspot application and message handling governed by internal teams responsible for chat triage, response templates, and escalation rules.
|
Flow Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Flow Capital implemented Microsoft 365 to consolidate Collaboration for its 20 person financial services firm based in Canada. The Microsoft 365 deployment supports core Collaboration functions including corporate email, real time team communication, and cloud document storage and sharing. Public references show Microsoft 365 artifacts on the company website, indicating a cloud tenant footprint that is surfaced externally.
Configuration aligns with a small organization tenant model, with user provisioning, role based access controls, and centralized administration for productivity and communications. Typical Microsoft 365 components present include Exchange Online mailboxes, Microsoft Teams for meetings and chats, OneDrive personal storage, and SharePoint for shared document libraries and intranet style pages. Operational coverage is company wide and impacts business functions such as finance, operations, client engagement, and internal collaboration workflows, with governance managed at the tenant level and standard compliance and account lifecycle controls applied.
|
Flow Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2020 | 2020 |
In 2020, Flow Capital implemented Hotjar on its public website to surface user behavior and feedback and to support Customer Experience priorities. Hotjar is used for session recordings, heatmaps, conversion funnels, on page feedback widgets and surveys, capabilities commonly applied to Customer Experience analytics. The implementation is focused on web channel instrumentation rather than backend data warehousing, and it is used to inform marketing and product decision making.
Deployment uses a lightweight client side JavaScript snippet embedded across key site pages to capture interactions and feedback, with configuration concentrated on primary conversion and customer journey pages. Operational coverage is website focused and supports business functions including marketing, digital product and UX, while governance is enforced via role based access controls and Hotjar configuration for recordings and feedback capture. Data from Hotjar session recordings and on page tools is consumed by marketing and product stakeholders for iterative user experience refinement.
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
Flow Capital IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
IT Decision Makers and Key Stakeholders at Flow Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Flow Capital Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||