Manulife Private Wealth
250 Bloor Street East,
Toronto, M4W 1E6, ON,
Canada
Toronto, M4W 1E6, ON,
Canada
1 855-283-1853
Banking and Financial Services
Manulife Private Wealth Technographics
Manulife Private Wealth Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Manulife Private Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 34000 Manulife Private Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Manulife Private Wealth has purchased the following applications: PureFacts PureFees for Subscription and Recurring Billing in 2020, Adobe Experience Manager for Digital Asset Management in 2020, Adobe Marketo for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Manulife Private Wealth is running and its propensity to invest more and deepen its relationship with PureFacts , Adobe Systems , Salesforce 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 Manulife Private Wealth revenues, which have grown to $30.00 billion 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 Manulife Private Wealth 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.
Manulife Private Wealth Tech Stack and Enterprise Applications
Manulife Private Wealth ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PureFacts | Legacy | PureFacts PureFees | Subscription and Recurring Billing | ERP | n/a | 2020 | 2020 |
In 2020, Manulife Private Wealth implemented PureFacts PureFees to centralize statement generation and billing for its wealth management operations in Canada. The deployment was categorized under Subscription and Recurring Billing and targeted finance and wealth statement generation along with advisor-facing client statements and regulatory reporting workflows. The engagement prioritized producing enhanced client statements and goals-based reporting to support advisor workflows and compliance requirements.
PureFacts PureFees was configured to automate recurring billing and statement production and to generate goals-based reporting outputs used by advisors and compliance teams. Implemented functional capabilities included enhanced client statement formatting, goals-based reporting, automated billing lifecycle orchestration, and removal of manual upload steps from statement and billing processes. The configuration emphasized workflow orchestration for advisors, data-driven statement generation, and packaged reports ready for regulatory review.
Operational coverage spanned finance, wealth management, and advisor teams across Canada, with governance changes to centralize statement production and billing processes and reduce manual interventions. Process transformation focused on streamlining advisor workflows and strengthening auditability for regulatory reporting. The engagement eliminated manual uploads and improved compliance and operational efficiency for Manulife Private Wealth.
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Manulife Private Wealth Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Manager | Digital Asset Management | Content Management | n/a | 2020 | 2020 |
In 2020, Manulife Private Wealth implemented Adobe Experience Manager as a Digital Asset Management solution on its website. The implementation centralized the firm’s customer-facing media into a controlled repository, enabling consistent asset delivery for web pages and marketing content. Adobe Experience Manager is used to manage images, PDF collateral, and rich media assets for online presentation and authoring workflows.
The deployment emphasized typical Digital Asset Management capabilities, including asset ingestion and cataloging, metadata and taxonomy management, automated rendition generation, search and indexing, version control, and lifecycle handling. Configuration focused on asset-to-page publication workflows and automated delivery of web-optimized renditions to the public site. The system supports content staging and publishing controls that align digital asset states with web release schedules.
Operational governance was organized around marketing and digital experience teams, implementing role based access control and approval workflows for asset publication. The implementation tied Adobe Experience Manager asset lifecycle to the website content authoring process, enabling editors to select approved assets directly within web composition flows. Documentation and workflow rules were established to standardize metadata and reduce manual handling during web publishing.
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Manulife Private Wealth CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Manulife Private Wealth implemented Adobe Marketo for Marketing Automation on their website. The deployment focused on web-based lead capture and digital client engagement for the firm’s private wealth channel, and it is scoped to the corporate digital marketing function and external-facing web properties.
Adobe Marketo was configured to provide core Marketing Automation capabilities including form and landing page management, email campaign automation, segmentation and dynamic lists, nurture programs, and behavioral tracking tied to web interactions. Configuration emphasized campaign orchestration, event-driven workflows, and audience segmentation to support client acquisition and engagement campaigns.
Adobe Marketo operates embedded within the Manulife Private Wealth website, using site-based tracking and form embeds to capture prospect and client signals. Operational coverage centers on digital marketing teams responsible for campaign execution and the channels that drive inbound leads from the website.
Governance was structured to centralize campaign creation and data handling within marketing, standardizing approvals, tagging taxonomy, and lifecycle definitions to align digital campaign workflows with privacy and consent requirements for web-based data collection. Ongoing operation focuses on marketing orchestration and web-to-lead lifecycle management using Adobe Marketo.
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Sales Automation, CRM, Sales Engagement | CRM |
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2018 | 2018 |
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Manulife Private Wealth ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2015 | 2015 |
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Manulife Private Wealth 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Manulife Private Wealth
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Manulife Private Wealth Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Manulife Private Wealth IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Manulife Private Wealth digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Manulife Private Wealth Technographics
Manulife Private Wealth is a Banking and Financial Services organization based in Canada,
with around 34000 employees and annual revenues of $30.00 billion.
Manulife Private Wealth operates a diverse technology stack with applications such as
PureFacts PureFees, Adobe Experience Manager and Adobe Marketo,
covering areas like Subscription and Recurring Billing, Digital Asset Management and Marketing Automation.
Manulife Private Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as PureFacts and Adobe Systems.
Manulife Private Wealth recently adopted applications including
Akamai CDN in 2021, PureFacts PureFees in 2020 and Adobe Experience Manager in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Manulife Private Wealth’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Manulife Private Wealth’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 Manulife Private Wealth technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.