James Hay Partnership
Dunns House, St Pauls Rd,
Salisbury, SP2 7BF,
United Kingdom
Salisbury, SP2 7BF,
United Kingdom
44 34 5521 2414
Banking and Financial Services
James Hay Partnership Technographics
James Hay Partnership Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by James Hay Partnership and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 650 James Hay Partnership employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that James Hay Partnership has purchased the following applications: Infor SunSystems for ERP Financial in 2014, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing 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 James Hay Partnership is running and its propensity to invest more and deepen its relationship with Infor , Microsoft , DocuSign 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 James Hay Partnership revenues, which have grown to $70.0 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 James Hay Partnership 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.
James Hay Partnership Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP Financial Management | n/a | 2014 | 2015 |
In 2014, James Hay Partnership deployed Infor SunSystems as its ERP Financial application across the Group of financial companies. Infor SunSystems was positioned to support core financial accounting and pensions administration functions within the organization.
The implementation operated within a centralized Windows infrastructure managed by 2nd and 3rd line Wintel support. Infrastructure components explicitly included Active Directory 2008 and 2012, WSUS patch management, Checkpoint firewall monitoring, SharePoint, Wyse thin client management, Citrix XenApp delivery, and AppSense endpoint control, all of which underpinned the Infor SunSystems runtime and related application services. The environment coexisted with a variety of in-house applications and specialist financial packages.
Operational integration encompassed Infor SunSystems alongside Q&A, Avelo Advisor Office, Delta SIPP & SSAS Pro, Profund P3 Pensions and TeamSpirit as part of the broader application portfolio. Support and governance responsibilities centered on 2nd/3rd line application and infrastructure troubleshooting, AD-based access control, WSUS-driven patch governance and Checkpoint-based monitoring to maintain secure connectivity between financial systems and supporting platforms.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, James Hay Partnership deployed Microsoft 365 as its Collaboration platform. The implementation established an enterprise collaboration baseline for the UK-based wealth management firm, covering corporate, advisory and support functions across roughly 650 employees.
Microsoft 365 was configured to deliver standard collaboration capabilities including Exchange Online for hosted email, Microsoft Teams for synchronous chat and meetings, SharePoint Online for intranet and document libraries, OneDrive for user file sync, and Office desktop and web applications for productivity. Identity and access were aligned with Microsoft 365 architecture, using Azure Active Directory for single sign-on and centralized account management to support role-based access and conditional access scenarios.
The company lists Microsoft 365 on its public website, indicating the service is surfaced for internal users and linked to corporate communications. Governance and operational controls were structured around Microsoft 365 tooling, including role-based access controls, information protection and retention policies, and SharePoint provisioning and lifecycle workflows to manage collaboration across business functions without disclosure of external integration partners.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2018 | 2018 |
In 2018, James Hay Partnership implemented DocuSign eSignature as a Digital Signing solution embedded on its public website. The deployment is focused on capturing electronic signatures for customer-facing documents and web-hosted forms, positioning DocuSign eSignature to support online execution and client acknowledgement during customer journeys. James Hay Partnership uses DocuSign eSignature for Digital Signing across client onboarding and account servicing business functions.
Configuration includes embedded signing sessions, reusable templates for standardized client agreements, recipient routing and authentication options, and comprehensive audit trails to capture signature metadata. The implementation uses DocuSign eSignature functionality to automate envelope creation and to present signature flows directly within web pages, with branding and field-level data mapping configured to align eSignature forms with existing website form fields. The DocuSign eSignature deployment emphasizes web-embedded signing and template-driven document preparation.
Operationally the Digital Signing implementation is applied to client onboarding and account servicing workflows through the website integration, routing executed documents into the firms document handling processes. Governance for the deployment centers on signature lifecycle policies, role-based access to envelope management, and retention of audit logs to meet regulatory documentation requirements. The scope is web-facing and concentrated on customer document execution rather than internal administrative workflows.
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Analytics | CRM |
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2017 | 2017 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incentive Compensation Management | SPM |
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2016 | 2016 |
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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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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DDoS Protection | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at James Hay Partnership
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by James Hay Partnership Executives
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FAQ - APPS RUN THE WORLD James Hay Partnership Technographics
James Hay Partnership is a Banking and Financial Services organization based in United Kingdom,
with around 650 employees and annual revenues of $70.0 million.
James Hay Partnership operates a diverse technology stack with applications such as
Infor SunSystems, Microsoft 365 and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
James Hay Partnership has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, Microsoft and DocuSign.
James Hay Partnership recently adopted applications including
Amazon EC2 in 2021, Amazon CloudFront in 2021 and F5 Defense.Net in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of James Hay Partnership’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates James Hay Partnership’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 James Hay Partnership technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.