AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● 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

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

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

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

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

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

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

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

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

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

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

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

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

Jacksons Wealth Management
Location
Unit 3, Mounts Bay Retail Centre Wharf Road,
Penzance, TR18 4FG,
United Kingdom
Website
https://www.jacksons.life/
Phone
44 17 3636-0717
Artw industry
Banking and Financial Services
Employee
Revenue

Jacksons Wealth Management Technographics

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

Discover the latest software purchases and digital transformation initiatives being undertaken by Jacksons 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 26 Jacksons 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 Jacksons Wealth Management has purchased the following applications: intelliflo office for Professional Services Automation in 2010, Microsoft 365 for Collaboration in 2023, Craft CMS for Web Content Management in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Jacksons Wealth Management is running and its propensity to invest more and deepen its relationship with Intelliflo , Microsoft , 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 Jacksons Wealth Management revenues, which have grown to $4.0 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 Jacksons 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.

Jacksons Wealth Management Tech Stack and Enterprise Applications

Jacksons Wealth Management ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intelliflo Legacy intelliflo office Professional Services Automation ERP Services and Operations n/a 2010 2010
In 2010, Jacksons Wealth Management implemented intelliflo office. Jacksons Wealth Management is a 26-person financial advice firm based in Penzance, United Kingdom, and the deployment targeted practice management and service delivery workflows aligned with the Professional Services Automation category. Configuration work emphasized core Professional Services Automation capabilities, including client record management, workflow automation, scheduling and task orchestration, document management, and compliance-oriented reporting. intelliflo office was configured to centralize client data and standardize advice and case workflows so advisers and support staff could follow repeatable processes across client lifecycles. The program began with an internal assessment of multiple systems and processes, which led to consolidation onto intelliflo office and the centralization of information flows across advisory and client services functions. Operational coverage focused on end-to-end client lifecycle management, from advice intake through ongoing reviews, reflecting typical Professional Services Automation operational terminology and process controls. In 2021, CEO Pete Matthew identified that the firm was using only a portion of the platform and pursued full adoption of intelliflo office. The rollout was led internally with expanded user enablement and governance to embed standardized workflows and ongoing training, and the customer testimonial reports improved client service and a reduction of the working week to four days as a result of full platform adoption.
Jacksons Wealth Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2023 2023
Jacksons Wealth Management Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Pixel & Tonic Legacy Craft CMS Web Content Management Content Management n/a 2024 2024
Jacksons Wealth Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2024 2024
Marketing Automation CRM 2023 2023
Tag Management CRM 2023 2023
Jacksons Wealth Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2023 2023
Jacksons Wealth Management TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2024 2024
Jacksons Wealth Management PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2022 2022
Jacksons Wealth Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2023 2023
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2025 2025
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Domain Name System (DNS) IaaS 2020 2020
Domain Name System (DNS) IaaS 2022 2022
Jacksons Wealth Management CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at Jacksons Wealth Management

First Name Last Name Title Function Department Email Phone
CEO & Financial Planner CXO Operations
Client Relationship Manager Manager Marketing
Practice Manager Manager Operations
Client Relationship Manager Manager Marketing
Show All Contacts

Apps Being Evaluated by Jacksons Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Jacksons Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Jacksons Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Jacksons Wealth Management Technographics
Jacksons Wealth Management is a Banking and Financial Services organization based in United Kingdom, with around 26 employees and annual revenues of $4.0 million.
Jacksons Wealth Management operates a diverse technology stack with applications such as intelliflo office, Microsoft 365 and Craft CMS, covering areas like Professional Services Automation, Collaboration and Web Content Management.
Jacksons Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intelliflo, Microsoft and Pixel & Tonic.
Jacksons Wealth Management recently adopted applications including Cloudflare CDN in 2025, Craft CMS in 2024 and Hotjar in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Jacksons Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Jacksons 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 Jacksons Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.