AI Buyer Insights:

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Lowell Financial Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle SAP ERP ECC 6.0 Oracle Cloud ERP ERP Financial ERP Financial Management n/a 2021 2022
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday HCM Core HR HCM n/a 2018 2019
Workforce Management HCM 2018 2018
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.
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Chatbots and Conversational AI AI-Powered Application 2020 2020
Speech Recognition AI AI-Powered Application 2018 2018
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2019 2019
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Center CRM 2010 2010
Call Tracking and Recording CRM 2018 2018
Customer Engagement CRM 2020 2020
Customer Experience CRM 2014 2014
Customer Experience CRM 2021 2021
Customer Support CRM 2021 2022
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2021 2022
Tag Management CRM 2019 2020
EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
EPM EPM 2021 2022
EPM EPM 2021 2022
Financial Consolidation and Close EPM 2021 2022
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Test Automation Platform PaaS 2015 2016
Transactional Email PaaS 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2016 2016
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2013 2013
IT Decision Makers and Key Stakeholders at Lowell Financial
First Name Last Name Title Function Department Email Phone
No data found
Apps Being Evaluated by Lowell Financial Executives
Date Company Status Vendor Product Category Market
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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.