AI Buyer Insights:

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● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

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● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

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● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

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

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Heartwood Investment Management
Location
1 Kingsway,
London, WC2B 6AN,
United Kingdom
Website
https://www.wealthandasset.handelsbanken.co.uk/
Phone
44 20 7045-1320
Artw industry
Banking and Financial Services
Employee
Revenue

Heartwood Investment Management Technographics

Heartwood Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Heartwood Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Heartwood Investment Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Heartwood Investment Management has purchased the following applications: CIVIC Ffora for Web Content Management in 2020, SimCorp Dimension for Portfolio and Investment Management in 2012, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Heartwood Investment Management is running and its propensity to invest more and deepen its relationship with CIVIC Computing , Umbraco , SimCorp 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 Heartwood Investment Management revenues, which have grown to $50.0 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 Heartwood Investment Management 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.

Heartwood Investment Management Tech Stack and Enterprise Applications

Heartwood Investment Management Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CIVIC Computing Legacy CIVIC Ffora Web Content Management Content Management n/a 2020 2020
In 2020, Heartwood Investment Management deployed CIVIC Ffora for Web Content Management on its public website. The implementation established CIVIC Ffora as the primary content management platform for the firm website that serves the wealth and asset management business line. CIVIC Ffora was configured to support standard Web Content Management capabilities, including structured content authoring, template and page management, content scheduling, versioning, and a centralized media library. The deployment emphasized editorial workflows and role based access controls to align publishing responsibilities with marketing and communications teams. Operational ownership sits with digital marketing and client communications functions, with governance built around staged editorial approvals, compliance review checkpoints, and content lifecycle controls. This Heartwood Investment Management implementation of CIVIC Ffora for Web Content Management supports website content publishing and client communications while aligning editorial governance to meet regulatory and brand consistency requirements.
Web Content Management Content Management 2021 2021
Heartwood Investment Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SimCorp Legacy SimCorp Dimension Portfolio and Investment Management Investment Management n/a 2012 2012
In 2012, Heartwood Investment Management implemented SimCorp Dimension as its central Portfolio and Investment Management platform to consolidate core investment functions across the firm. The deployment targeted core business functions including portfolio management, middle-office operations, performance measurement, and compliance reporting, while aligning the application to support investment teams and client reporting workflows. SimCorp Dimension was configured to deliver portfolio accounting, order management, performance analytics, and risk measurement capabilities, leveraging a consolidated data model and rules-based valuation and reporting engines. The implementation emphasized front-to-back workflow orchestration, position keeping and trade lifecycle processing, and role-based access controls to support operational governance across investment operations and client-facing reporting functions.
Portfolio and Investment Management Investment Management 2017 2017
Heartwood Investment Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2020 2020
In 2020, Heartwood Investment Management deployed Microsoft Azure Cloud Services to host its public website. The deployment uses Microsoft Azure Cloud Services as an Application Hosting and Computing Services platform to provide web hosting and application runtime for the firm's external digital presence. The implementation centers on cloud compute and platform services for serving web content, object storage for site assets, and network delivery components for externally facing endpoints. Configuration is expected to include automated provisioning and scaling of compute resources along with monitoring and logging for site availability, consistent with Application Hosting and Computing Services operational patterns. Operationally the scope is the firm's public website hosted on the corporate domain, with the internal IT team responsible for provisioning and day to day management of cloud resources. Integrations are focused on web delivery and content hosting rather than back office systems, reflecting the explicit use of Microsoft Azure Cloud Services on the corporate website. Governance for the deployment is centered on cloud resource lifecycle management, access control, and standard patching and monitoring practices following common cloud hosting governance models. Heartwood Investment Management Microsoft Azure Cloud Services Application Hosting and Computing Services relationship supports the company's web presence and external digital engagement.

IT Decision Makers and Key Stakeholders at Heartwood Investment Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Heartwood Investment Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Heartwood Investment Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Heartwood Investment Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Heartwood Investment Management Technographics
Heartwood Investment Management is a Banking and Financial Services organization based in United Kingdom, with around 200 employees and annual revenues of $50.0 million.
Heartwood Investment Management operates a diverse technology stack with applications such as CIVIC Ffora, SimCorp Dimension and Microsoft Azure Cloud Services, covering areas like Web Content Management, Portfolio and Investment Management and Application Hosting and Computing Services.
Heartwood Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as CIVIC Computing, SimCorp and Microsoft.
Heartwood Investment Management recently adopted applications including Umbraco CMS in 2021, CIVIC Ffora in 2020 and Microsoft Azure Cloud Services in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Heartwood Investment Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Heartwood Investment Management’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 Heartwood Investment Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.