London, EC4V 4LA,
United Kingdom
Insight Investment, a BNY Mellon Company Technographics
Insight Investment, a BNY Mellon Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Insight Investment, a BNY Mellon Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1049 Insight Investment, a BNY Mellon Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Insight Investment, a BNY Mellon Company has purchased the following applications: Oracle E-Business Suite for ERP Financial in 2014, CIPHR HR for Core HR in 2019, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Insight Investment, a BNY Mellon Company is running and its propensity to invest more and deepen its relationship with Oracle , CIPHR , Cisco Systems 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 Insight Investment, a BNY Mellon Company revenues, which have grown to $419.0 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 Insight Investment, a BNY Mellon Company 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.
Insight Investment, a BNY Mellon Company Tech Stack and Enterprise Applications
Insight Investment, a BNY Mellon Company ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle E-Business Suite | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, Insight Investment deployed Oracle E-Business Suite as a central finance platform. Oracle E-Business Suite was provisioned as the firm’s ERP Financial backbone while Oracle PeopleSoft continued to be used for processing employee expenses, establishing a dual-application financial environment.
The implementation focused on core ERP Financial capabilities, with configuration work aligned to general ledger, accounts payable, fixed assets, cash management, and financial reporting. Configuration emphasized a configurable chart of accounts, multi-entity consolidation controls, intercompany accounting workflows, and period close automation to support finance and accounting operations.
Integration work centered on synchronizing expense transactions from Oracle PeopleSoft into Oracle E-Business Suite, using batch interfaces and transactional reconciliation processes to maintain a single financial ledger for reporting. Operational coverage included finance, accounts payable, treasury, and accounting teams within the United Kingdom, with expense processing remaining in PeopleSoft and transactional posting occurring in Oracle E-Business Suite.
Governance changes accompanied the rollout, including standardized approval workflows, segregation of duties controls in the ERP Financial environment, and reconciliations between PeopleSoft expense feeds and E-Business Suite postings. The deployment emphasized procedural controls for period close and audit traceability across the two Oracle applications.
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ERP Financial | ERP |
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2012 | 2012 |
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Expense Management | ERP |
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2014 | 2014 |
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Insight Investment, a BNY Mellon Company Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Insight Investment deployed Cisco Webex Meetings to its public website. The deployment uses Cisco Webex Meetings within the Audio Video and Web Conferencing category to provide browser-based meeting access for clients, advisors, and internal teams.
The implementation centers on core conferencing capabilities, including video conferencing, audio bridging, screen sharing, meeting recording, and scheduling, all delivered through the Cisco Webex Meetings application. Configuration appears focused on web-embedded join flows and hosted meeting sessions that surface directly from the corporate site.
Operational coverage is oriented toward corporate communications and client engagement workflows, with the Webex Meetings instance surfaced on the Insight Investment website to enable client-facing meetings and collaborator access without requiring a separate desktop client. This placement supports browser join capability and public-facing meeting scheduling as primary interaction patterns.
Governance is applied through standard audio video and web conferencing controls, including meeting access controls and user provisioning workflows consistent with enterprise conferencing practices. The implementation narrative links Insight Investment, Cisco Webex Meetings, and the Audio Video and Web Conferencing category to business functions in communications and client engagement across the United Kingdom.
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Insight Investment, a BNY Mellon Company Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2019 | 2019 |
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Insight Investment, a BNY Mellon Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Insight Investment, a BNY Mellon Company EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2019 | 2019 |
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Insight Investment, a BNY Mellon Company ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Insight Investment, a BNY Mellon Company IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Insight Investment, a BNY Mellon Company 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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2013 | 2013 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Insight Investment, a BNY Mellon Company
Apps Being Evaluated by Insight Investment, a BNY Mellon Company Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||