AI Buyer Insights:

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● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

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● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

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● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

MD Financial Management
Location
1870 Alta Vista Dr,
Ottawa, K1G 6R7, ON,
Canada
Website
https://www.mdm.ca/md-wealth-management/
Phone
1 613-731-4552
Artw industry
Banking and Financial Services
Employee
Revenue

MD Financial Management Technographics

MD Financial Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by MD Financial Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3000 MD Financial Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that MD Financial Management has purchased the following applications: Microsoft Power BI for Analytics and BI in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems MD Financial Management is running and its propensity to invest more and deepen its relationship with Microsoft 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 MD Financial Management revenues, which have grown to $1.20 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 MD Financial Management 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.

MD Financial Management Tech Stack and Enterprise Applications

MD Financial Management Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Power BI Analytics and BI Analytics and BI n/a 2016 2018
In 2016, MD Financial Management implemented Microsoft Power BI to deliver an end-to-end BI solution targeted at Sales Compensation. The engagement explicitly covered architecture, design and development of an Analytics and BI platform under the Sales Compensation Technologies and Concepts program, aligning reporting and analytical modeling capabilities to the companys compensation processes. The implementation included Data Modeling and semantic model design, authoring in Power BI Desktop, and publishing to Power BI Service. Data transformation and ETL logic were implemented using Power Query and M, analytical calculations and measures were implemented with DAX, and R was used for advanced analytics where required, producing reusable datasets and report artifacts. The solution architecture leveraged Microsoft Azure across IaaS, PaaS and SaaS layers, with Power BI Service as the consumption layer and Azure services providing storage and compute for the BI pipeline. Ingestion was structured to bring Sales Compensation data and enterprise data stores into the BI environment, supporting scheduled refresh and centralized dataset management consistent with Analytics and BI best practices. Operational coverage focused on Sales Compensation and adjacent finance and sales operations teams inside MD Financial Management in Canada. Governance practices emphasized workspace and dataset stewardship, centralized semantic models, and controlled report deployment workflows to ensure consistent calculations and access control across compensation reporting.

IT Decision Makers and Key Stakeholders at MD Financial Management

First Name Last Name Title Function Department Email Phone
Vice President, Client Insight & Business Intelligence VP IT
AVP, Compliance Services and Data Management VP Legal
Vice President Information Technology VP IT
Show All Contacts

Apps Being Evaluated by MD Financial Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from MD Financial Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the MD Financial Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD MD Financial Management Technographics
MD Financial Management is a Banking and Financial Services organization based in Canada, with around 3000 employees and annual revenues of $1.20 billion.
MD Financial Management operates a diverse technology stack with applications such as Microsoft Power BI, covering areas like Analytics and BI.
MD Financial Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft.
MD Financial Management recently adopted applications including Microsoft Power BI in 2016, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of MD Financial Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates MD Financial Management’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 MD Financial Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.