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Manulife Private Wealth
Location
250 Bloor Street East,
Toronto, M4W 1E6, ON,
Canada
Website
https://www.manulifeprivatewealth.com/
Phone
1 855-283-1853
Artw industry
Banking and Financial Services
Employee
Revenue

Manulife Private Wealth Technographics

Manulife Private Wealth Software Purchases 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 Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
PureFacts Legacy PureFacts PureFees Subscription and Recurring Billing ERP Financial Management 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.
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
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Marketo Marketing Automation CRM n/a 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2018 2018
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2015 2015
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
IT Decision Makers and Key Stakeholders at Manulife Private Wealth
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Manulife Private Wealth Executives
Date Company Status Vendor Product Category Market
No data found
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.