Lowell Financial
No.1 The Square Thorpe Park View, Thorpe Pk Approach,
Leeds, LS15 8GH,
United Kingdom
Leeds, LS15 8GH,
United Kingdom
44 33 3556-5550
Banking and Financial Services
Lowell Financial Technographics
Lowell Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Lowell Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 737 Lowell Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Lowell Financial has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2021, Workday HCM for Core HR in 2018, Caseflow for Case Management 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 Lowell Financial is running and its propensity to invest more and deepen its relationship with Oracle , Workday , Verint 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 Lowell Financial revenues, which have grown to $143.0 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 Lowell Financial 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.
Lowell Financial Tech Stack and Enterprise Applications
Lowell Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | SAP ERP ECC 6.0 | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2021 | 2022 |
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Lowell Financial HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday HCM | Core HR | HCM | n/a | 2018 | 2019 |
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Workforce Management | HCM |
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2018 | 2018 |
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Lowell Financial ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Caseflow | Legacy | Caseflow | Case Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Lowell Financial implemented Caseflow as a Case Management application to centralize customer-facing and privacy workflows. The deployment focused on operational use in the Customer Service function and adjacent teams in Leeds, with Caseflow used daily by Customer Service Advisors, the Privacy Team, and the Customer Welcome Team to handle case intake, correspondence, and recordkeeping.
Caseflow was configured to support standard case management capabilities including case capture and notes, correspondence generation, audit trail and evidence handling, and queue workflows for first contact resolution. The application was used to compile Data Subject Access Request packs, perform content removal and redaction, and generate bespoke response letters such as erasures and cease requests, while advisors recorded and examined customer account information in Caseflow and Microsoft Excel for cross-referencing and scorecard updates.
Operational governance was adjusted to embed first line control checks and SLA-driven administrative tasks, with the Privacy Team performing through checks of DSAR packs and the Customer Welcome Team auditing internally raised queries for inaccuracies and process misuse. Caseflow became the central Case Management system for assembling evidence, supporting compliance activities, routing audit findings to stakeholders, and maintaining commentary and grading in scorecard spreadsheets for team review.
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Lowell Financial AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Speech Recognition AI | AI-Powered Application |
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2018 | 2018 |
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Lowell Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2019 | 2019 |
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Lowell Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Center | CRM |
|
2010 | 2010 |
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Call Tracking and Recording | CRM |
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2018 | 2018 |
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Customer Engagement | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2014 | 2014 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2021 | 2022 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2022 |
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Tag Management | CRM |
|
2019 | 2020 |
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Lowell Financial EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
|
2021 | 2022 |
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EPM | EPM |
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2021 | 2022 |
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Financial Consolidation and Close | EPM |
|
2021 | 2022 |
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Lowell Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Test Automation Platform | PaaS |
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2015 | 2016 |
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Transactional Email | PaaS |
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2022 | 2022 |
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Lowell Financial 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Lowell Financial CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Lowell Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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UK Director of Customer Engagement | Director | Customer Service | |
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Head of Customer Engagement Centre | Director | Customer Service | |
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Customer Insight and Strategy Director | Director | Customer Service | |
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Customer Relations Officer | Manager | Customer Service | |
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Head of Customer Research & Insight | Director | Customer Service | |
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Group Chief Information Officer | CXO | IT | |
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Group Director for FP&A | Director | Finance | |
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Group Chief Financial Officer | CXO | Finance | |
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Finance Systems Manager | Manager | IT | |
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Group Finance Business Partner & Oracle Planning Accountant | Manager | IT | |
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Head of Technical Assurance | Director | IT | |
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Test Manager | Manager | IT | |
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IT QA Test Manager | Manager | IT | |
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IT Quality Assurance Lead | Manager | IT | |
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Apps Being Evaluated by Lowell Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Lowell Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Lowell Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Lowell Financial Technographics
Lowell Financial is a Banking and Financial Services organization based in United Kingdom,
with around 737 employees and annual revenues of $143.0 million.
Lowell Financial operates a diverse technology stack with applications such as
Oracle Cloud ERP, Workday HCM and Caseflow,
covering areas like ERP Financial, Core HR and Case Management.
Lowell Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Workday and Caseflow.
Lowell Financial recently adopted applications including
Microsoft 365 in 2022, Pathwire MailJet in 2022 and Oracle Cloud ERP in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Lowell Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Lowell Financial’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 Lowell Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.