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● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

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● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

Generali Investments
Location
Via Niccolo Machiavelli, 4,
Trieste, 34132,
Italy
Website
https://www.generali-investments.com/
Phone
39 040 671111
Artw industry
Banking and Financial Services
Employee
Revenue

Generali Investments Technographics

Generali Investments Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Generali Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2200 Generali Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Generali Investments has purchased the following applications: Open Telekom Cloud for Application Hosting and Computing Services in 2014, Kurtosys Platform for CRM and Investor Relationship Management in 2017, Fenergo Client Lifecycle Management for CRM in 2023 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Generali Investments is running and its propensity to invest more and deepen its relationship with Deutsche Telekom , Amazon Web Services (AWS) , Cloudflare 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 Generali Investments revenues, which have grown to $330.0 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 Generali Investments 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.

Generali Investments Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Deutsche Telekom Legacy Open Telekom Cloud Application Hosting and Computing Services IaaS n/a 2014 2014
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Kurtosys Legacy Kurtosys Platform CRM and Investor Relationship Management Investment Management n/a 2017 2017 In 2017, Generali Investments implemented Kurtosys Platform for CRM and Investor Relationship Management. The engagement consolidated three separate web estates into a unified WordPress multi-site and an interactive fund explorer covering approximately 35 websites across four languages for Generali in Italy and broader European operations. The Kurtosys Platform deployment centralized fund data used by public websites and investor portals, delivering a unified data model to reduce duplication and support consistent investor experiences. Functional capabilities implemented included the interactive fund explorer, multi-site content management via WordPress, and centralized fund data services that feed investor-facing pages and portals. Integrations were provisioned to connect centralized fund data with external market data and CRM workflows, explicitly enabling Morningstar integration and provisioning for a planned Salesforce integration to extend CRM and distribution workflows. Operational coverage focused on distribution and investor relations teams across Italy and Europe, consolidating content and data sources to support multilingual localization and regional governance. Governance changes emphasized a single data model and centralized content management to remove duplicated fund records and streamline future system connections, enabling further integrations and distribution orchestration through Kurtosys Platform.
Portfolio and Investment Management Investment Management 2014 2014
Portfolio and Investment Management Investment Management 2017 2017
Portfolio and Investment Risk Management Investment Management 2014 2014
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Fenergo Legacy Fenergo Client Lifecycle Management CRM CRM n/a 2023 2023 In 2023, Generali Investments Holding deployed Fenergo Client Lifecycle Management as a software-as-a-service CLM to strengthen anti-money laundering controls across its investment ecosystem. The Fenergo Client Lifecycle Management implementation is recorded under the CRM category and targets end-to-end onboarding, KYC, and transaction monitoring for Generali Investments Holding, the group-level asset management holding operating across more than 20 countries including France, Germany, and the UK. The deployment implements core functional modules for onboarding, KYC due diligence, transaction monitoring, and the operational steps required to create investor mandates during onboarding. Configuration and automation emphasize integrated KYC profiles, continuous risk scoring, rule-based screening, alert triage, and case management workflows to reduce manual effort and minimize false positives. The platform’s API-first architecture is used to orchestrate KYC and transactional data in real time and to enable automated workflow handoffs between compliance and operations. Operational coverage centers on AML compliance teams, client onboarding operations, and investor-facing services, with the system enabling investors to interact with their data in real time. This project builds on an earlier 2022 adoption of Fenergo by Generali Real Estate, positioning Fenergo Client Lifecycle Management as a centralized CRM-aligned control point for client lifecycle data across the Generali Investments ecosystem. Governance updates include centralized case management for suspicious activity and continuous monitoring processes designed to align with fast-evolving European AML regulation. Reported outcomes from the implementation include enhanced AML compliance, reduced time spent on false positives, continuous risk monitoring, and improved cost optimization and resource efficiency across AML and onboarding processes, as well as an improved client experience.
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Document Management Content Management 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
EMM / MDM / MAM CyberSecurity 2024 2024
IT Decision Makers and Key Stakeholders at Generali Investments
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Generali Investments Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Generali Investments Technographics

Generali Investments is a Banking and Financial Services organization based in Italy, with around 2200 employees and annual revenues of $330.0 million.

Generali Investments operates a diverse technology stack with applications such as Open Telekom Cloud, Kurtosys Platform and Fenergo Client Lifecycle Management, covering areas like Application Hosting and Computing Services, CRM and Investor Relationship Management and CRM.

Generali Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Deutsche Telekom, Kurtosys and Fenergo.

Generali Investments recently adopted applications including Microsoft Intune in 2024, Fenergo Client Lifecycle Management in 2023 and Amazon EC2 in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Generali Investments’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Generali Investments’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 Generali Investments technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.