AI Buyer Insights:

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

Helvetic Investments
Location
39B Circular Rd,
Singapore, 49395,
Singapore
Website
https://www.helvetic-investments.sg/
Phone
65 6438 0383
Artw industry
Banking and Financial Services
Employee
Revenue

Helvetic Investments Technographics

Helvetic Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Helvetic Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Helvetic 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 Helvetic Investments has purchased the following applications: Microsoft 365 for Collaboration in 2019, Profidata e-AMIS Customer Management for CRM and Investor Relationship Management in 2018, Google Cloud Platform (GCP) for Application Hosting and Computing Services 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 Helvetic Investments is running and its propensity to invest more and deepen its relationship with Microsoft , Profidata Group , Google 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 Helvetic Investments revenues, which have grown to $1.0 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 Helvetic 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.

Helvetic Investments Tech Stack and Enterprise Applications

Helvetic Investments Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
In 2019, Helvetic Investments implemented Microsoft 365 to support Collaboration across its Banking and Financial Services operations. Helvetic Investments deployed Microsoft 365 to provide core business functions including internal communications, email and document management for its small Singapore office and 10 staff. The implementation leveraged cloud-hosted Microsoft 365 components, with Exchange Online for email, SharePoint and OneDrive for document storage and sharing, and Microsoft Teams for meetings and chat, configured to match a compact operational footprint. Microsoft 365 is also present on the company website, indicating site-level use of Microsoft 365 services. Governance focused on account provisioning, mailbox and document access controls, and basic security configuration consistent with Collaboration category practices, with rollout scoped to the entire employee base and designed for lightweight administration rather than enterprise-scale identity federation.
Helvetic Investments Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Profidata Group Legacy Profidata e-AMIS Customer Management CRM and Investor Relationship Management Investment Management n/a 2018 2018
In 2018, Helvetic Investments implemented Profidata e-AMIS Customer Management to support its wealth and family-office investment management operations in Singapore and the broader APAC region. The deployment targeted CRM and Investor Relationship Management use cases with explicit emphasis on reporting and scalable portfolio management, and the full product name Profidata e-AMIS Customer Management is used as the system of record for investor data and portfolio reporting. The implementation was completed quickly and delivered improved reporting capabilities and operational flexibility to support the firm’s growth plans. Configured capabilities centered on consolidated investor profiles, portfolio consolidation and scalable portfolio management workflows, and enhanced reporting and dashboarding to standardize investor reporting. The operational scope covered client servicing, portfolio management, and operations functions, with process standardization for data capture and reporting cadence introduced to support APAC client coverage. Governance efforts focused on a centralized data model and role based access controls tied to investor servicing workflows, enabling Helvetic Investments to scale reporting and operational processes as growth continued.
Portfolio and Investment Management Investment Management 2012 2012
Portfolio and Investment Risk Management Investment Management 2018 2018
Trade Order Management System (TOMS) Investment Management 2018 2018
Helvetic Investments IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Cloud Platform (GCP) Application Hosting and Computing Services IaaS n/a 2022 2022
In 2022, Helvetic Investments deployed Google Cloud Platform (GCP) to host its public website. Helvetic Investments uses Google Cloud Platform (GCP) for Application Hosting and Computing Services to manage its public website and customer engagement, positioning the platform as the core hosting layer for web assets. The implementation scope is focused on the company web presence in Singapore and the delivery of corporate content and client-facing pages. Configuration aligns with common Application Hosting and Computing Services patterns, including managed compute instances for dynamic content, object storage for static assets, and network load management with TLS termination to secure web sessions. Operational governance appears to center on cloud project access controls and centralized billing appropriate for a small 10 person firm, and the platform supports web operations and marketing functions rather than downstream banking back office systems. Observed usage is limited to the website layer as evidenced on the public site, and no specific internal integrations were identified in the source context.
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Helvetic Investments

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Helvetic Investments Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Helvetic Investments IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Helvetic Investments digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Helvetic Investments Technographics
Helvetic Investments is a Banking and Financial Services organization based in Singapore, with around 10 employees and annual revenues of $1.0 million.
Helvetic Investments operates a diverse technology stack with applications such as Microsoft 365, Profidata e-AMIS Customer Management and Google Cloud Platform (GCP), covering areas like Collaboration, CRM and Investor Relationship Management and Application Hosting and Computing Services.
Helvetic Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Profidata Group and Google.
Helvetic Investments recently adopted applications including Google Cloud Platform (GCP) in 2022, Wix Hosting in 2021 and Microsoft 365 in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Helvetic Investments’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Helvetic 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 Helvetic Investments technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.