Gerald Edelman
73 Cornhill,
London, EC3V 3QQ,
United Kingdom
London, EC3V 3QQ,
United Kingdom
44 20 7299 1400
Banking and Financial Services
Gerald Edelman Technographics
Gerald Edelman Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Gerald Edelman and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 140 Gerald Edelman employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Gerald Edelman has purchased the following applications: Infor SunSystems for ERP Financial in 2015, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2021, Retain cloud for Advanced Planning and Scheduling in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Gerald Edelman is running and its propensity to invest more and deepen its relationship with Infor , Exclaimer , Retain Software 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 Gerald Edelman revenues, which have grown to $15.0 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 Gerald Edelman 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.
Gerald Edelman Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP Financial Management | n/a | 2015 | 2016 |
In 2015 Gerald Edelman implemented Infor SunSystems. The Infor SunSystems deployment, categorized as ERP Financial, was used to centralize client transaction records that had been maintained in Excel during routine accounting work. Staff logged client information and built client-specific balance sheets in Excel, then transferred recorded transactions and receipts into Infor SunSystems, establishing a single system of record for financial entries. The implementation emphasized core accounting capabilities such as general ledger posting, client ledger maintenance, transaction capture, and balance sheet reporting consistent with ERP Financial workflows.
Operational coverage focused on the firm’s finance and accounting function, where day-to-day transaction recording and receipt reconciliation moved into Infor SunSystems. Data flow relied on Excel as the initial capture mechanism followed by entry or import into Infor SunSystems, which introduced process controls around transaction recording and reconciliation. The work experience period served as an informal adoption and training window, enabling staff to learn Infor SunSystems functionality and apply accounting procedures directly within the application.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Gerald Edelman implemented Exclaimer Cloud Signatures for Office 365. The deployment uses Exclaimer Cloud Signatures for Office 365, classified under Digital Signing, and is visible on the Gerald Edelman website as part of the firmwide email signature surface.
The implementation centers on centralized signature template management, server side signature injection, and a cloud management console that provisions standardized branding and variable fields across messages. Functional capabilities in use include template theming, dynamic directory driven attributes for personalisation, and policy based application of signatures consistent with Digital Signing practices.
Integration is explicitly with the firm’s Office 365 mail environment, where the Exclaimer Cloud Signatures for Office 365 service applies signatures as messages transit the mail flow. Operational coverage is firmwide for approximately 140 employees and touches client facing functions including marketing, legal correspondence, and relationship management through consistent signature enforcement.
Governance was structured around centralized template control and approval workflows managed within the Exclaimer console, reducing client side configuration and ensuring policy application at the mail transport layer. The narrative focuses on architecture and operational scope without presuming measurable outcomes.
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SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Retain Software | Legacy | Retain cloud | Advanced Planning and Scheduling | SCM | n/a | 2022 | 2022 |
In 2022 Gerald Edelman implemented Retain cloud to centralise resource scheduling and long range capacity planning across its United Kingdom operations, targeting Advanced Planning and Scheduling requirements for professional services resource allocation and forecasting. The deployment provisioned Retain cloud as a single scheduling authority for the firm, consolidating planning data to support consistent workforce planning and utilization tracking.
Configuration emphasized the Retain cloud resource scheduling and capacity planning modules, with reporting capabilities instrumented to surface overbooking and underbooking patterns. Scheduling rules, availability calendars and capacity models were implemented to support staffing decisions and to accelerate long range forecasting cycles using Retain cloud functionality.
No external integrations were documented for this engagement, and operational coverage focused on resource managers, workforce planning and client delivery teams within Gerald Edelman in the United Kingdom. The implementation aligned day to day scheduling with longer term capacity planning to reduce scheduling conflicts and clarify resource assignments.
Governance established role based scheduling ownership and a reporting cadence for capacity reviews, embedding Retain cloud into routine planning workflows. Gerald Edelman reported a 5–10% increase in utilisation and faster forecasting, with reduced over and under booking that improved staffing decision making.
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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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Gerald Edelman
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Gerald Edelman Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Gerald Edelman IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Gerald Edelman digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Gerald Edelman Technographics
Gerald Edelman is a Banking and Financial Services organization based in United Kingdom,
with around 140 employees and annual revenues of $15.0 million.
Gerald Edelman operates a diverse technology stack with applications such as
Infor SunSystems, Exclaimer Cloud Signatures for Office 365 and Retain cloud,
covering areas like ERP Financial, Digital Signing and Advanced Planning and Scheduling.
Gerald Edelman has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, Exclaimer and Retain Software.
Gerald Edelman recently adopted applications including
Retain cloud in 2022, Exclaimer Cloud Signatures for Office 365 in 2021 and Cloudflare CDN in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Gerald Edelman’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Gerald Edelman’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 Gerald Edelman technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.