AI Buyer Insights:

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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IIFL Wealth Management
Location
IIFL Centre Senapati Bapat Marg Lower Parel Kamala City,
Mumbai, 400013,
India
Website
https://www.iiflwealth.com/
Phone
91 22 3958 5600
Artw industry
Banking and Financial Services
Employee
Revenue

IIFL Wealth Management Technographics

IIFL Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by IIFL Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 900 IIFL Wealth 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 IIFL Wealth Management has purchased the following applications: Microsoft 365 for Collaboration in 2022, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021, Amazon EC2 for Application Hosting and Computing Services in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems IIFL Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Amazon Web Services (AWS) 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 IIFL Wealth Management revenues, which have grown to $278.9 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 IIFL Wealth 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.

IIFL Wealth Management Tech Stack and Enterprise Applications

IIFL Wealth Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2022 2022
In 2022, IIFL Wealth Management deployed Microsoft 365 for Collaboration across its corporate environment in India. The presence of Microsoft 365 artifacts in the public website source indicates enterprise adoption of the platform for corporate communication and content delivery. This implementation reflects a centralized approach to collaboration for a 900 employee wealth management firm. Microsoft 365 centralizes Collaboration capabilities including email, team communication, document collaboration, and cloud file storage, providing functional support for client services, operations, and advisory teams. Governance and administrative controls are operated through Microsoft 365 administrative tooling to manage user provisioning, access permissions, and content retention policies aligned with financial services compliance needs. The full application name Microsoft 365 appears on the company website, reinforcing the relationship IIFL Wealth Management Microsoft 365 Collaboration corporate communication and document management.
IIFL Wealth Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Sales Cloud Sales Automation, CRM, Sales Engagement CRM n/a 2021 2021
In 2021, IIFL Wealth Management deployed Salesforce Sales Cloud as its primary CRM and sales automation platform. The implementation is described as being used on the corporate website and aligns with the Apps Category Sales Automation,CRM,Sales Engagement to centralize lead capture and sales engagement workflows. Salesforce Sales Cloud was configured to support core sales automation capabilities including lead and opportunity management, account and contact management, activity capture, and sales engagement features. Configuration work emphasized templated sales processes and automated routing rules to accelerate prospect assignment to advisory and relationship teams. Operational coverage focuses on IIFL Wealth Management sales and client-facing advisory channels within India, with the website integration serving as a front-end capture point for inbound prospects and client inquiries. The deployment surfaces CRM records and engagement timelines to sales and advisory users, enabling a consolidated view of client touchpoints. Governance is organized around sales operations and compliance functions to enforce role based access and auditability for client data, with standardized workflows to support consistent opportunity progression and engagement tracking. The narrative reflects a platform centric approach to unify digital lead sources and on-the-ground advisory activities using Salesforce Sales Cloud.
IIFL Wealth Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Amazon Web Services (AWS) Legacy Amazon EC2 Application Hosting and Computing Services IaaS n/a 2018 2018
In 2018, IIFL Wealth Management implemented Amazon EC2 to host its public website, deploying Amazon EC2 as part of its Application Hosting and Computing Services footprint. The deployment positions Amazon EC2 to provide virtual compute capacity for web and application server workloads that support customer facing digital channels. The implementation emphasizes standard compute patterns associated with Application Hosting and Computing Services, including virtual server provisioning, instance lifecycle management, and orchestration for scaling and availability. Operational ownership resides with IT operations and platform teams who manage instance configuration, access controls, and network segmentation within the cloud account, while the environment directly supports the firm website and related customer engagement functions.
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2022 2022

IT Decision Makers and Key Stakeholders at IIFL Wealth Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by IIFL Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from IIFL Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the IIFL Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD IIFL Wealth Management Technographics
IIFL Wealth Management is a Banking and Financial Services organization based in India, with around 900 employees and annual revenues of $278.9 million.
IIFL Wealth Management operates a diverse technology stack with applications such as Microsoft 365, Salesforce Sales Cloud and Amazon EC2, covering areas like Collaboration, Sales Automation, CRM, Sales Engagement and Application Hosting and Computing Services.
IIFL Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Salesforce and Amazon Web Services (AWS).
IIFL Wealth Management recently adopted applications including Microsoft 365 in 2022, Microsoft Azure Cloud Services in 2022 and Cloudflare CDN in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of IIFL Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates IIFL Wealth 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 IIFL Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.