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Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Hood Sweeney Securities Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
M-Files Legacy M-⁠Files Document Management Content Management Orlo One 2024 2025
In 2024, Hood Sweeney Securities implemented M-Files as its Document Management platform. The rollout targeted the Adelaide head office and regional offices in Clare, Kadina, Port Augusta, and Whyalla, addressing document handling for advice, compliance, and file-room operations across the professional services firm. The M-Files deployment centered on a centralized, metadata-driven repository, configuration of automated document classification and version control, and workflow automation for compliance documentation and Statement of Advice lifecycle management. M-Files was configured to accelerate search and retrieval, apply role based access controls, and enforce retention and audit trails consistent with Document Management best practices. Implementation and change activities were delivered in partnership with Orlo One, with deployment scope covering advice teams, compliance functions, and centralized file-room digitization. Operational coverage emphasized fast retrieval for Statements of Advice and compliance packets, reducing reliance on physical files and manual mail sorting while standardizing document naming, indexing, and check in and check out processes. Hood Sweeney Securities reported explicit outcomes from the M-Files deployment including two hours saved per week on document sorting, 20 to 25 hours saved per annum on file room resource use, 15 to 20 minutes saved per Statement of Advice, and a processing time reduction for compliance documentation from weeks to days. As Advice Business Manager Celine Barnes stated, Gone are the days when staff had to manually sort through mountains of mail, now documents can be retrieved in seconds, enhancing efficiency significantly.
Web Content Management Content Management 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Swift Digital Legacy Swift Digital Suite Marketing Automation CRM n/a 2023 2023
Tag Management CRM 2017 2017
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Performance and Planning Investment Management 2024 2024
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2024 2024
Transactional Email PaaS 2020 2020
Transactional Email PaaS 2015 2015
Transactional Email PaaS 2024 2024
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2024 2024
Web Application Firewalls (WAF), DDoS Protection CyberSecurity 2021 2021
IT Decision Makers and Key Stakeholders at Hood Sweeney Securities
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Hood Sweeney Securities Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Hood Sweeney Securities Technographics

Hood Sweeney Securities is a Professional Services organization based in Australia, with around 150 employees and annual revenues of $17.0 million.

Hood Sweeney Securities operates a diverse technology stack with applications such as Microsoft 365, M-⁠Files and Swift Digital Suite, covering areas like Collaboration, Document Management and Marketing Automation.

Hood Sweeney Securities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, M-Files and Swift Digital.

Hood Sweeney Securities recently adopted applications including M-⁠Files in 2024, ConnectWise MPS in 2024 and Iress Xplan in 2024, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Hood Sweeney Securities’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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