Adelaide, 5000, SA,
Australia
Hood Sweeney Securities Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Hood Sweeney Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Hood Sweeney Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Hood Sweeney Securities has purchased the following applications: Microsoft 365 for Collaboration in 2020, M-Files for Document Management in 2024, Swift Digital Suite for Marketing Automation in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Hood Sweeney Securities is running and its propensity to invest more and deepen its relationship with Microsoft , M-Files , Pixel & Tonic 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 Hood Sweeney Securities revenues, which have grown to $17.0 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 Hood Sweeney Securities 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
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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.
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Web Content Management | Content Management |
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2022 | 2022 |
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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 |
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Tag Management | CRM |
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2017 | 2017 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2024 | 2024 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Performance and Planning | Investment Management |
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2024 | 2024 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2024 | 2024 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2024 | 2024 |
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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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2024 | 2024 |
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Web Application Firewalls (WAF), DDoS Protection | CyberSecurity |
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2021 | 2021 |
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