KGI Securities
41/F, Central Plaza, 18 Harbour Road,,
Wanchai, x,
Hong Kong
Wanchai, x,
Hong Kong
852 2878 6888
Banking and Financial Services
KGI Securities Technographics
KGI Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by KGI Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 KGI Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that KGI Securities has purchased the following applications: Infor SunSystems for ERP Financial in 2012, Adobe Connect for Audio Video and Web Conferencing in 2018, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement 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 KGI Securities is running and its propensity to invest more and deepen its relationship with Infor , Adobe Systems , 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 KGI Securities revenues, which have grown to $10.0 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 KGI Securities 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.
KGI Securities Tech Stack and Enterprise Applications
KGI Securities ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2012 | 2013 |
In 2012, KGI Securities deployed Infor SunSystems as an ERP Financial system in Hong Kong, targeting core finance operations at the 100-employee securities firm. The implementation focused on stabilizing daily accounting transactions, financial reporting, and accounts payable maintenance across the corporate finance function.
Infor SunSystems configuration emphasized modules aligned with general ledger processing, accounts payable workflows, and financial reporting, supporting routine clerical activities such as data entry and filing. Source responsibilities explicitly include handling daily accounting transactions and reports, ensuring Accounts Payable records are maintained properly, and performing Accounts Payable reconciliations on a timely and accurate basis.
Operational staffing expectations reflected the system’s role in day-to-day accounting, requiring Form 5 or above with LCCI higher certificate, at least one year of relevant work experience, proficiency in MS Word and Excel, and fluency in English, Mandarin and Cantonese. The job notes also identify knowledge of Peoplesoft and SUN Accounting as advantageous, indicating that cross-application familiarity was considered beneficial for operational continuity and support.
Governance emphasis in the deployment centered on standardized AP process controls and reconciliation workflows to ensure accuracy and timely reporting, with the platform used to assist ad hoc projects and routine clerical workflows. The implementation narrative positions Infor SunSystems as the ERP Financial backbone for KGI Securities’ accounting and payable operations rather than a broad cross-functional enterprise hub.
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KGI Securities Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, KGI Securities implemented Adobe Connect as its primary web meeting platform. Adobe Connect is embedded on the KGI website and is used to deliver client-facing and internal conferencing capabilities under the Audio Video and Web Conferencing category, supporting the firm’s Hong Kong operations.
The Adobe Connect deployment leverages standard category capabilities such as persistent meeting rooms, webinar hosting, screen sharing, content pods, and presenter controls to support virtual briefings and training. Implementation emphasis was on site-level embedding and on centralizing host provisioning and role-based controls, aligning meeting governance with corporate schedules and client engagement workflows.
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2021 | 2021 |
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KGI Securities 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, KGI Securities implemented Salesforce Sales Cloud. The deployment was provisioned to address Sales Automation,CRM,Sales Engagement requirements and the vendor instance is surfaced on KGI Securities public website to enable customer contact and lead capture.
KGI Securities configured Salesforce Sales Cloud to deliver core sales capabilities including lead and contact management, opportunity and pipeline management, sales engagement sequencing, and dashboard reporting. The implementation uses standard Sales Cloud objects and configurable workflows to codify lead to opportunity processes and to automate task assignment and activity tracking for front office sales teams.
The architecture follows a cloud native SaaS model through Salesforce Sales Cloud, providing browser based access for sales and client relationship personnel in Hong Kong. Governance controls were established for user access and client record stewardship to support compliance and auditability, and workflow configuration emphasizes sales stage governance and pipeline visibility.
KGI Securities uses Salesforce Sales Cloud to support Sales Automation,CRM,Sales Engagement functions across its sales and client facing operations, with the public website acting as a primary channel for inbound lead capture and initial engagement.
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KGI Securities 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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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at KGI Securities
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Manager, IT | Manager | Finance | |
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VP - IT Development | VP | IT | |
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CEO | CXO | Finance | |
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Apps Being Evaluated by KGI Securities Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from KGI Securities IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the KGI Securities digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD KGI Securities Technographics
KGI Securities is a Banking and Financial Services organization based in Hong Kong,
with around 100 employees and annual revenues of $10.0 million.
KGI Securities operates a diverse technology stack with applications such as
Infor SunSystems, Adobe Connect and Salesforce Sales Cloud,
covering areas like ERP Financial, Audio Video and Web Conferencing and Sales Automation, CRM, Sales Engagement.
KGI Securities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, Adobe Systems and Salesforce.
KGI Securities recently adopted applications including
Microsoft 365 in 2021, Salesforce Sales Cloud in 2021 and Adobe Connect in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of KGI Securities’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates KGI Securities’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 KGI Securities technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.