Mumbai, 400025,
India
JM Financial Services Pvt. Ltd Technographics
JM Financial Services Pvt. Ltd Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by JM Financial Services Pvt. Ltd and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2405 JM Financial Services Pvt. Ltd employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that JM Financial Services Pvt. Ltd has purchased the following applications: RossWarner HR Solutions for Recruiting in 2019, Credility goORIGINATE for Loan Management in 2022, Telerik Sitefinity CMS for Web Content Management in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems JM Financial Services Pvt. Ltd is running and its propensity to invest more and deepen its relationship with Ross Warner , Credility , Progress Software 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 JM Financial Services Pvt. Ltd revenues, which have grown to $340.6 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 JM Financial Services Pvt. Ltd 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.
JM Financial Services Pvt. Ltd Tech Stack and Enterprise Applications
JM Financial Services Pvt. Ltd HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ross Warner | Legacy | RossWarner HR Solutions | Recruiting | HCM | n/a | 2019 | 2019 |
In 2019, JM Financial Services Pvt. Ltd implemented RossWarner HR Solutions to support Recruiting across its talent acquisition and HR functions. The deployment engaged RossWarner HR Solutions as a vendor-delivered recruiting platform to centralize candidate intake, screening, and selection processes for the firm.
RossWarner HR Solutions was configured to run end to end Recruiting workflows, including applicant tracking, candidate sourcing and pipelining, interview coordination and scheduling, assessment orchestration, and offer management and onboarding workflow handoffs. Configuration emphasized standard recruiting operational terminology and role-based access for internal HR users and vendor recruiters, aligning system workflows with the companys hiring stages.
Operationally the arrangement placed RossWarner HR Solutions and the Kosmic Rays recruitment team in a collaborative delivery model with JM Financials internal HR stakeholders. Governance focused on vendor-managed recruitment workflows and coordinated handoffs between the vendor recruiters and JM Financials HR team, with regular operational collaboration. The association is reported as successful, with the recruitment team at Kosmic Rays described as efficient, proactive and consciously committed to delivering on assignments.
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JM Financial Services Pvt. Ltd ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Credility | Legacy | Credility goORIGINATE | Loan Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022 JM Financial Services Pvt. Ltd implemented Credility goORIGINATE as a Loan Management initiative in India, appearing as a featured customer on Credility product listings. The deployment centers on automating loan origination and onboarding to digitize loan processing and to reduce login-to-disbursement turnaround time within the lender’s credit operations and retail lending functions.
The implementation narrative aligns with standard Loan Management capabilities and is inferred to include Credility goORIGINATE modules such as goOriginate and goFTR, supporting end-to-end application intake, KYC and first time right verification, document capture and workflow automation. Configuration work appears focused on product catalog definition, rule-based underwriting workflows, exception routing for manual review, and electronic document orchestration to shorten processing stages from application to sanction.
Operationally the rollout is described against JM Financial’s India operations and credit teams, with the solution intended to interface with existing internal decisioning and document handling processes and to streamline downstream disbursement workflows. Governance changes implied by the deployment include centralized digital workflows and structured approval gates to standardize onboarding, while vendor product pages serve as the primary public signal for JM Financial’s use of Credility goORIGINATE in the Loan Management space.
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JM Financial Services Pvt. Ltd Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Progress Software | Legacy | Telerik Sitefinity CMS | Web Content Management | Content Management | n/a | 2016 | 2016 |
In 2016, JM Financial Services Pvt. Ltd implemented Telerik Sitefinity CMS for Web Content Management to manage its corporate website and customer-facing content. Telerik Sitefinity CMS is deployed on jmfl.com as the central platform for page management, template-driven layouts, media library control and structured publishing workflows supporting external corporate communications.
Operational ownership sits with marketing and corporate communications, who use role-based editorial controls, versioning and approval workflows to manage content lifecycle and regulatory disclosures typical for Banking and Financial Services. Configuration leverages standard Web Content Management capabilities such as content authoring, reusable content blocks, taxonomy and scheduled publishing, and the implementation emphasizes governance through editorial workflows and access control to maintain consistent public web presence.
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JM Financial Services Pvt. Ltd CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Engagement, Customer Support | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2019 | 2019 |
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JM Financial Services Pvt. Ltd 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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JM Financial Services Pvt. Ltd CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at JM Financial Services Pvt. Ltd
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by JM Financial Services Pvt. Ltd Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||