Franklin Resources
One Franklin Parkway,
San Mateo, 94403, CA,
United States
San Mateo, 94403, CA,
United States
1 650-312-2000
Banking and Financial Services
Franklin Resources Technographics
Franklin Resources Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Franklin Resources and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 9800 Franklin Resources employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Franklin Resources has purchased the following applications: SAP Concur Expense for Expense Management in 2012, Workday Benefits for Benefits Administration in 2020, IPsoft 1Desk for Cognitive Computing 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 Franklin Resources is running and its propensity to invest more and deepen its relationship with SAP , Infor , Emburse 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 Franklin Resources revenues, which have grown to $8.77 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 Franklin Resources 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.
Franklin Resources Tech Stack and Enterprise Applications
Franklin Resources ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2012 | 2012 |
In 2012, Franklin Resources implemented SAP Concur Expense to centralize Expense Management for administrative travel and corporate card reconciliation. The deployment focused on supporting a small centralized administrative team that provides daily support to four Portfolio Managers and sixteen Research Analysts, consolidating travel profiles, domestic booking workflows, and expense reporting into SAP Concur Expense.
SAP Concur Expense was configured to support standard Expense Management capabilities including travel profile management, online domestic flight and lodging bookings, corporate card reconciliation, receipt capture and policy-based approval workflows. Configurations emphasized automated expense entry for card transactions and delegated approver routing to reflect existing internal approval practices for domestic and international travel.
The implementation integrated explicitly with corporate American Express card processes for timely payment reconciliation and with Microsoft Outlook for calendar and itinerary coordination, while the internal Travel department continued to manage international travel approvals and SVP sign-off. The team continued using Dealogic Connect for broker vote and ballot entry and maintained historical expense submissions in the InFor Expense Management System during transitional operations.
Operational governance centered on administrator ownership by the portfolio support team, who maintained travel profiles, coordinated car services, visas and conference registration, and provided onboarding and offboarding support and peer training. SAP Concur Expense supported established workflows for expense submission, receipt follow-up and AMEX payment reconciliation, aligning system controls with existing departmental approval and travel coordination processes.
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Expense Management | ERP |
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2012 | 2012 |
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Expense Management | ERP |
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2006 | 2006 |
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Expense Management | ERP |
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2010 | 2010 |
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Franklin Resources HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Benefits | Benefits Administration | HCM | n/a | 2020 | 2020 |
In 2020, Franklin Resources implemented Workday Benefits as part of its Benefits Administration strategy within the enterprise Workday HR environment. The deployment positioned Workday Benefits to serve the companys centralized HR Shared Services function, providing a cloud based benefits administration layer that aligns benefits processes with companywide HR operations.
Workday Benefits was configured to support standard benefits administration capabilities including benefits enrollment, eligibility and plan configuration, open enrollment orchestration, and life event processing. Configuration work emphasized benefit plan setup and rule driven eligibility, enrollment workflows for employees and leaders, and integration of benefits data into the core Workday employee record to maintain a single source of truth for benefits status and enrollment history.
Operational integration focused on tying benefits workflows to Payroll and HR Shared Services operations, enabling the HR Shared Services group to provide tier one support for employees and leaders. The HR Shared Services team used Workday as the HR system to support real time solutions for benefits, compensation, immigration, leave of absence, HR policy questions, and to assist Talent Acquisition with job postings, interview scheduling, onboarding, and new employee orientation.
Governance and process management were centralized within HR Shared Services, with responsibilities including maintaining process and program documentation in the internal Shared Services community, ensuring Sarbanes Oxley compliance, and sustaining the process knowledge required to respond to employee inquiries. Workday Benefits supported this governance model by enabling consistent workflows, documented approval paths, and operational transparency for global HR functions handled by Shared Services.
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Core HR | HCM |
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2023 | 2024 |
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Employee Experience | HCM |
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2020 | 2020 |
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Payroll | HCM |
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2023 | 2024 |
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Recruiting, Applicant Tracking System | HCM |
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2023 | 2024 |
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Workforce Management | HCM |
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2005 | 2005 |
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Franklin Resources AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| IPsoft | Legacy | IPsoft 1Desk | Cognitive Computing | AI-Powered Application | n/a | 2015 | 2015 |
In 2015, Franklin Resources deployed IPsoft 1Desk as an Automated Enterprise Services Platform. The company's network lead managed the implementation of the IPsoft 1Desk Automated Enterprise Services Platform, positioning the application to centralize Cognitive Computing service orchestration for IT and network operations.
Configuration work focused on cognitive incident triage, automated remediation workflows, a centralized service desk interface, and knowledge management to speed contextual resolution. The deployment used IPsoft 1Desk capabilities for virtual operator interactions, natural language processing driven routing, and orchestration of routine service tasks across infrastructure components.
Integrations were implemented at the platform level with IT service management and monitoring feeds to automate ticket creation and status updates, and to enable automated remediation handoffs between network monitoring and the service desk. Operational coverage emphasized network operations, IT service desk, and infrastructure teams, with the network lead coordinating technical validation and operational readiness.
Governance and process changes included the introduction of runbook automation, updated incident escalation workflows, and role based access controls for IPsoft 1Desk, with staged integration testing and cutover sequencing overseen by the network lead. The implementation framed IPsoft 1Desk as a Cognitive Computing application supporting IT and network operations at Franklin Resources.
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Franklin Resources 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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2016 | 2018 |
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Franklin Resources Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2017 | 2017 |
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PBX, VoiP and Phone Systems | Collaboration |
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2019 | 2019 |
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Franklin Resources Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Franklin Resources CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2016 | 2016 |
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CRM | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics, Lead Generation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Franklin Resources ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Franklin Resources Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Investment Book of Record (IBOR) | Investment Management |
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2024 | 2025 |
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Portfolio and Investment Management | Investment Management |
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2012 | 2012 |
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Franklin Resources PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Franklin Resources Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2003 | 2003 |
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Supplier Relationship Management | Procurement |
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2003 | 2003 |
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Franklin Resources TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Franklin Resources 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Franklin Resources CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Franklin Resources
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Apps Being Evaluated by Franklin Resources Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Franklin Resources IT executives and key decision makers. This section highlights Franklin Resources's latest recorded technology evaluations, including BlackRock Aladdin Wealth for Asset and Wealth Management on 2025-02-20 and BCD Travel for Travel Management on 2025-01-18. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Franklin Resources digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Franklin Resources Technographics
Franklin Resources is a Banking and Financial Services organization based in United States,
with around 9800 employees and annual revenues of $8.77 billion.
Franklin Resources operates a diverse technology stack with applications such as
SAP Concur Expense, Workday Benefits and IPsoft 1Desk,
covering areas like Expense Management, Benefits Administration and Cognitive Computing.
Franklin Resources has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Workday and IPsoft.
Franklin Resources recently adopted applications including
BlackRock Aladdin IBOR in 2024, Workday HCM in 2023 and Workday Payroll in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Franklin Resources’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Franklin Resources’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 Franklin Resources technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.