Loomis, Sayles & Company
One Financial Center,
Boston, 2111, MA,
United States
Boston, 2111, MA,
United States
1 617-482-2450
Banking and Financial Services
Loomis, Sayles & Company Technographics
Loomis, Sayles & Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Loomis, Sayles & Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 739 Loomis, Sayles & Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Loomis, Sayles & Company has purchased the following applications: Basware AP Automation for AP Automation in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, Hubspot CRM for CRM 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 Loomis, Sayles & Company is running and its propensity to invest more and deepen its relationship with BasWare , Infor , 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 Loomis, Sayles & Company revenues, which have grown to $150.0 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 Loomis, Sayles & Company 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.
Loomis, Sayles & Company Tech Stack and Enterprise Applications
Loomis, Sayles & Company ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BasWare | Legacy | Basware AP Automation | AP Automation | ERP | n/a | 2020 | 2020 |
In 2020, Loomis, Sayles & Company deployed Basware AP Automation to centralize and modernize its accounts payable workflows, selecting Basware AP Automation as the AP Automation platform to reduce manual invoice handling and improve spend visibility. The initiative targeted the finance and accounts payable functions across regional offices and the Boston headquarters, reflecting the firm’s best-of-breed procurement technology strategy and operational focus on efficiency and sustainability.
The implementation centered on the core Basware AP Automation solution and the payment plans feature to manage recurring payments for real estate holdings and frequent consultancy invoices. A scanning service was established to convert paper invoices into electronic documents, and the Basware AP Automation configuration was able to accept test invoices within three days of setup, enabling fast validation of capture, electronic collating, and routed review processes.
Basware AP Automation was integrated with the firm’s Lawson ERP to close the audit trail and deliver complete spend visibility, and Basware Analytics was used to support month, quarter, and year-end accrual reporting. Operational coverage included invoice receipt and workflow routing from regional offices into centralized electronic approval chains, with the solution collating supporting documents and delivering them to named reviewers for online authorization.
Governance changes included the introduction of an auditable invoice lifecycle, from electronic capture through approval and archival to meet compliance requirements, and the formalization of online authorization workflows to replace paper-based check request routing. Outcomes reported by Loomis, Sayles & Company include invoice processing 38% faster and improved accrual reporting capabilities, alongside reduced paper handling and strengthened auditability through Basware AP Automation.
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ERP Financial | ERP |
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2020 | 2020 |
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Loomis, Sayles & Company 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 | 2020 | 2020 |
In 2020, Loomis, Sayles & Company deployed Cisco Webex Meetings as its enterprise conferencing solution. The implementation is categorized under Audio Video and Web Conferencing and is surfaced on the Loomis Sayles website to provide direct, browser-accessible meeting entry for external participants and public-facing events.
Cisco Webex Meetings has been configured to deliver core conferencing capabilities including multi-party video, audio bridging, screen sharing, recording, and participant controls. The deployment emphasizes web-embedded meeting access and attendee registration flows tied to the corporate site, using the full Cisco Webex Meetings application to manage session provisioning and moderator controls.
Operationally the solution supports client engagement and investor relations use cases plus internal collaboration for distributed teams. Administration and access control are managed through corporate account provisioning and meeting governance, ensuring that Webex meeting rooms and controls are maintained for public and private sessions.
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Collaboration | Collaboration |
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2019 | 2019 |
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Loomis, Sayles & Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2014 | 2014 |
In 2014, Loomis, Sayles & Company implemented Hubspot CRM. The Hubspot CRM deployment was provisioned on their public website to capture inbound inquiries and centralize contact records, enabling web-originated leads to feed directly into a centralized contact database.
The implementation focused on core CRM capabilities, including web forms for lead capture, contact and company record management, email tracking and templates, basic marketing automation workflows, and deal pipeline configuration. Hubspot CRM was configured to persist captured data from site interactions and to support standard contact segmentation and activity logging for marketing and sales follow up.
Operational ownership concentrated on marketing and sales functions, with the website as the primary operational touchpoint for data collection and qualification. Governance emphasis centered on contact data hygiene and consistent web form mapping into Hubspot CRM fields, with rollout centered on instrumenting the public site rather than desktop or on-premises application layers.
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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Loomis, Sayles & Company Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Performance and Planning | Investment Management |
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2018 | 2018 |
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Loomis, Sayles & Company Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2016 | 2016 |
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Supplier Relationship Management | Procurement |
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2016 | 2016 |
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Loomis, Sayles & Company 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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2016 | 2016 |
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Loomis, Sayles & Company 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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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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Content Delivery Network | IaaS |
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2022 | 2022 |
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Loomis, Sayles & Company 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Loomis, Sayles & Company
| First Name | Last Name | Title | Function | Department | Phone | |
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VP Accounting Supervisor | VP | Finance | |
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Controller | Director | Finance | |
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Vice President & Assistant Controller | VP | Finance | |
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Senior Accounts Payable Specialist | Manager | Finance | |
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Director of Technology | Director | IT | |
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VP of IT | VP | IT | |
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Vice President, Operations | VP | Operations | |
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VP, Senior Financial Accountant | VP | Finance | |
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COO & EVP | VP | Finance | |
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CEO & President | CXO | Finance | |
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Managing Director | Director | Finance | |
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Deputy Chief Investment Officer | CXO | Investment | |
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Apps Being Evaluated by Loomis, Sayles & Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Loomis, Sayles & Company IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Loomis, Sayles & Company digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Loomis, Sayles & Company Technographics
Loomis, Sayles & Company is a Banking and Financial Services organization based in United States,
with around 739 employees and annual revenues of $150.0 million.
Loomis, Sayles & Company operates a diverse technology stack with applications such as
Basware AP Automation, Cisco Webex Meetings and Hubspot CRM,
covering areas like AP Automation, Audio Video and Web Conferencing and CRM.
Loomis, Sayles & Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as BasWare, Cisco Systems and HubSpot.
Loomis, Sayles & Company recently adopted applications including
Google Cloud CDN in 2022, Hubspot Marketing Automation in 2021 and IBM Cloud (formerly IBM Bluemix and IBM SoftLayer) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Loomis, Sayles & Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Loomis, Sayles & Company’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 Loomis, Sayles & Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.