London, W1U 1DQ,
United Kingdom
LGM Investments Technographics
LGM Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by LGM Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1350 LGM Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that LGM Investments has purchased the following applications: Microsoft 365 for Collaboration in 2020, Hotjar for Customer Experience in 2017, Charles River IMS - Portfolio Management for Portfolio and Investment Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems LGM Investments is running and its propensity to invest more and deepen its relationship with Microsoft , Contentsquare , Quantcast 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 LGM Investments revenues, which have grown to $445.0 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 LGM Investments 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.
LGM Investments Tech Stack and Enterprise Applications
LGM Investments Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, LGM Investments deployed Microsoft 365 to provide core Collaboration services across its banking and financial services organization. The company website explicitly references using Microsoft 365, indicating visible use of Microsoft cloud productivity for both external presence and internal communications.
The Microsoft 365 implementation focuses on standard Collaboration capabilities including Exchange Online for email and calendaring, Microsoft Teams for synchronous collaboration, SharePoint Online for intranet and document libraries, OneDrive for personal file sync, and the Office desktop and web applications for content authoring. Configuration work reflected tenant level administration, license segmentation aligned to user roles, mailbox and site provisioning patterns, and information governance controls consistent with financial services requirements.
Operational coverage is firmwide, supporting corporate functions and investment teams through centralized Microsoft 365 administration and delegated site ownership for business units. LGM Investments Microsoft 365 Collaboration supports document management, internal communications, and teamwork, and the public site references demonstrate Microsoft 365 assets surfaced on the company website.
|
LGM Investments CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2017 | 2017 |
In 2017, LGM Investments implemented Hotjar on its public website to support Customer Experience analysis across digital channels. Hotjar was deployed to capture behavioral analytics for the firm, providing a web-based instrumentation layer that surfaces qualitative session insights for UX and digital product stakeholders.
Hotjar configuration focused on core Customer Experience capabilities, including session recordings, click and move heatmaps, conversion funnel analysis, on-page feedback widgets, and form analytics. The implementation emphasized client-facing pages and key conversion paths, with Hotjar configured to sample sessions and capture event-driven snapshots for targeted analysis.
Data from Hotjar was consumed by UX, digital marketing, and product analytics workflows rather than being positioned as a centralized analytics store. Outputs from Hotjar were used alongside existing measurement practices to inform user experience optimization and content adjustments on the website, aligning behavioral insights with quantitative metrics.
Governance for Hotjar use was structured around marketing, UX, and compliance stakeholders to manage recording policies, consent capture, and data retention in a regulated financial services context. Operational ownership remained with digital channels and UX teams, who used Hotjar insights to prioritize design and content changes across the public site.
|
|
|
|
|
Marketing Analytics | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2016 | 2016 |
|
LGM Investments Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Charles River Development | Legacy | Charles River IMS - Portfolio Management | Portfolio and Investment Management | Investment Management | n/a | 2014 | 2014 |
In 2014 LGM Investments implemented Charles River IMS - Portfolio Management as a private cloud deployment to support its Hong Kong and London operations. The deployment positioned Charles River Investment Management Solution to provide Portfolio and Investment Management capabilities across portfolio management, trading, compliance, and post trade processing for the firm.
The implementation covered equity, fixed income, and ETF workflows and configured order management, compliance rule engines, portfolio accounting, and trade lifecycle processing consistent with front and middle office operational needs. Charles River IMS - Portfolio Management was provisioned in a fully hosted and managed environment, emphasizing centralized data models and broker neutral connectivity to streamline trading and settlement workflows. The deployment leveraged the Charles River broker neutral FIX network for order routing and execution orchestration.
Operational coverage included BMO Global Asset Management Asia and LGM Investments, with user and processing footprints spanning Hong Kong and London, supporting portfolio managers, traders, compliance, and post trade operations. Integrations were centered on the hosted Charles River platform and the broker neutral FIX network to connect trading workflows and post trade processing across asset classes.
Governance and runbook responsibilities were structured to rely on Charles River’s hosted management model, with application and infrastructure operations handled by Charles River specialists to maintain timely access to new functionality. The single hosted platform approach was used to optimize business processes and standardize workflows across front and middle office functions. Reported objectives for the program included reduced operational risk, enhanced workflow efficiencies, improved data accuracy, and lower operating costs as stated by program stakeholders.
|
LGM Investments IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
LGM Investments CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
Secure Web Gateways (SWG) | CyberSecurity |
|
2015 | 2015 |
|
IT Decision Makers and Key Stakeholders at LGM Investments
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by LGM Investments Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||