Mumbai, 400051,
India
Kotak Securities Technographics
Kotak Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Kotak Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5000 Kotak 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 Kotak Securities has purchased the following applications: Oracle Cloud HCM Absence Management for Absence and Leave Management in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, NotifyVisitors Customer Data Platform for Customer Data Platform in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Kotak Securities is running and its propensity to invest more and deepen its relationship with Oracle , Cisco Systems , NotifyVisitors 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 Kotak Securities revenues, which have grown to $300.0 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 Kotak 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.
Kotak Securities Tech Stack and Enterprise Applications
Kotak Securities HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud HCM Absence Management | Absence and Leave Management | HCM | n/a | 2017 | 2018 |
In 2017, Kotak Securities implemented Oracle Cloud HCM Absence Management. The deployment used Oracle Fusion Cloud with onsite support to provision Absence and Leave Management capabilities within the broader HCM footprint.
Implementation covered configuration and support of Fusion Global Human Resources, Fusion Global Absence Management, and Fusion Performance Management, with explicit workstreams for configuration, documentation, data migration, and reports and analytics management. Oracle Cloud HCM Absence Management was configured to support standard absence types, approvals workflows, leave balance calculations, and role based reporting views consistent with Absence and Leave Management functional terminology.
Operational scope focused on Kotak Securities HR operations, with onsite Oracle Fusion Cloud support activities coordinated across Kotak Mahindra Bank and Kotak Securities HCM modules. Governance emphasized runbook creation, configuration documentation, data migration validation, and ongoing support and analytics management to sustain centralized absence administration processes.
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Core HR | HCM |
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2017 | 2018 |
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Performance and Goal Management | HCM |
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2017 | 2018 |
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Recruiting | HCM |
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2018 | 2018 |
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Kotak Securities 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, Kotak Securities deployed Cisco Webex Meetings as an Audio Video and Web Conferencing solution to support both client-facing interactions and internal collaboration. Cisco Webex Meetings is embedded on the Kotak Securities website to provision web-based meeting rooms for client consultations and external presentations, and the implementation aligns the application with corporate communications and client engagement workflows.
The deployment leverages standard Audio Video and Web Conferencing capabilities including scheduled meetings, video conferencing, screen sharing, session recording, and webinar-style broadcast features to serve sales, customer support, and corporate communications functions. Operational governance was centralized under Kotak Securities IT and communications teams, with user provisioning and access controls managed to align meeting usage to company policies across its India operations.
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Kotak Securities CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NotifyVisitors | Legacy | NotifyVisitors Customer Data Platform | Customer Data Platform | CRM | n/a | 2019 | 2019 |
In 2019, Kotak Securities implemented NotifyVisitors Customer Data Platform on its public website in India. The NotifyVisitors Customer Data Platform was deployed to capture browser-based behavioral events via client-side tagging and to assemble unified visitor profiles, reflecting core Customer Data Platform functionality. Deployment scope focused on digital marketing and customer engagement channels within the firm, aligning web telemetry with segmentation and on-site personalization capabilities.
Configuration emphasized modules typical for a Customer Data Platform, including event tracking, profile stitching, audience segmentation, and personalization rule configuration, implemented primarily through website instrumentation. Governance was organized under marketing and digital teams with tagging standards, consent controls and data hygiene processes to sustain profile quality and segmentation accuracy. The implementation centralized web behavioral data for marketing activation and customer engagement workflows using the NotifyVisitors Customer Data Platform.
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Customer Engagement | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2021 | 2021 |
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Lead Generation | CRM |
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2024 | 2024 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Kotak Securities TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2017 | 2017 |
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Kotak Securities IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Kotak Securities CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Web Gateways (SWG) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Kotak Securities
Apps Being Evaluated by Kotak Securities Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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