Sydney, 2153, NSW,
Australia
Greenstone Financial Services Technographics
Greenstone Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Greenstone Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 617 Greenstone Financial Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Greenstone Financial Services has purchased the following applications: Ascender Preceda for Core HR in 2016, Microsoft 365 for Collaboration in 2015, Fone Dynamics Platform for Call Tracking and Recording in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Greenstone Financial Services is running and its propensity to invest more and deepen its relationship with Ascender , Microsoft , Fone Dynamics 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 Greenstone Financial Services revenues, which have grown to $150.0 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 Greenstone Financial Services 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.
Greenstone Financial Services Tech Stack and Enterprise Applications
Greenstone Financial Services HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ascender | Legacy | Ascender Preceda | Core HR | HCM | n/a | 2016 | 2016 |
In 2016 Greenstone Financial Services implemented Ascender Preceda as its Core HR system to centralize HR and payroll data and address controls uncovered by an internal audit of payroll, finance and HR systems and processes. The deployment established Ascender Preceda as the primary system for employee master data and payroll interfacing, positioning Ascender Preceda as the Core HR hub for HR administration and payroll orchestration.
Configuration work focused on standard Core HR capabilities, including employee records, position management, leave and time management, payroll interface configurations, and HR reporting and security roles. Ascender Preceda was configured to support transactional HR workflows and to generate payroll outputs suitable for downstream finance reconciliation, reflecting common Core HR functional patterns.
Integrations were implemented to align Ascender Preceda with the broader application landscape, with explicit interfacing to ADP and PeopleStreme to reconcile payroll data and HR records. The program followed the internal audit findings, using those process reviews to define data exchange points, payroll reconciliation steps, and audit trails between Ascender Preceda and existing payroll and HR tools.
Operational coverage centered on Greenstone Financial Services operations in Australia, with governance changes introduced to tighten payroll reconciliation and HR change control following the audit. New workflow approvals and role based access controls were instrumented in Ascender Preceda to support auditability and ongoing compliance of payroll, HR, and finance processes.
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Recruiting | HCM |
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2016 | 2016 |
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Greenstone Financial Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Greenstone Financial Services implemented Microsoft 365 as its Collaboration platform. The deployment established a cloud-first productivity environment for the Australian insurer, aligning Microsoft 365 with corporate communications and document collaboration needs.
The implementation centers on Microsoft 365 services, with explicit evidence of Office 365 Mail used for hosted email and calendaring on the company web presence. Functional capabilities deployed include hosted email, calendar and scheduling, and core cloud document collaboration and productivity tooling consistent with the Collaboration category.
Operational control is managed through Microsoft 365 administrative capabilities, providing centralized user provisioning, mailbox administration, and policy configuration for corporate collaboration. Public site references to Office 365 Mail confirm the use of Microsoft 365 for external facing communications and internal collaboration workflows at Greenstone Financial Services.
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Greenstone Financial Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fone Dynamics | Legacy | Fone Dynamics Platform | Call Tracking and Recording | CRM | n/a | 2024 | 2024 |
In 2024 Greenstone Financial Services implemented Fone Dynamics Platform as its Call Tracking and Recording solution to support call centre technology, reporting and analytics for customer service and claims-related communications in Australia. The Fone Dynamics Platform is presented as the core call capture and analytics engine used across Greenstone’s customer service and claims functions, centralizing recorded interactions and associated metadata for operational visibility.
Deployment focused on core Call Tracking and Recording capabilities, including persistent call recording, call analytics and configurable reporting. The Fone Dynamics Platform was configured to surface call-level analytics and structured reporting for claims workflows, with tagging and categorization aligned to customer service and claims process requirements.
Integrations were implemented to push recorded interactions and analytics into downstream operational systems, with the platform linked to CRM and claims management touchpoints and to telephony infrastructure for inbound and outbound call handling. The Fone Dynamics Platform serves as a recorded call repository and analytics layer, enabling consolidated reporting across sites operating in Australia.
Governance emphasized centralized call data and role-based access to recorded media and reports, supporting claims handling controls and compliance with recording retention and access policies. Operational ownership sits with customer service and claims teams, with the Fone Dynamics Platform providing the reporting and analytics foundation for ongoing call centre monitoring and case-related communication traceability.
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Marketing Automation | CRM |
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2020 | 2020 |
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Greenstone Financial Services ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2021 | 2021 |
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Greenstone Financial Services PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Greenstone Financial Services 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Greenstone Financial Services 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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2020 | 2020 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Greenstone Financial Services
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Greenstone Financial Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||