New York, 10036, NY,
United States
Mercer Investments Llc Technographics
Mercer Investments Llc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mercer Investments Llc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20000 Mercer Investments Llc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Mercer Investments Llc has purchased the following applications: Oracle iExpense for Expense Management in 2013, MercerInsight for Analytics and BI in 2019, Zoom for Audio Video and Web Conferencing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mercer Investments Llc is running and its propensity to invest more and deepen its relationship with Oracle , Mercer , Zoom Video Communications 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 Mercer Investments Llc revenues, which have grown to $12.00 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 Mercer Investments Llc 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.
Mercer Investments Llc Tech Stack and Enterprise Applications
Mercer Investments Llc ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle iExpense | Expense Management | ERP | n/a | 2013 | 2013 |
In 2013, Mercer implemented Oracle iExpense for Expense Management. The deployment positioned Oracle iExpense as the primary expense reporting application used by administrative staff to complete expense reports and manage reimbursements for numerous senior consultants, and it supports local and global travel expense handling as described by on the ground administrative users.
Oracle iExpense at Mercer was configured to support standard Expense Management capabilities including expense entry and itemization, receipt capture, configurable approval workflows, and policy enforcement for reimbursable items. The application operated alongside Mercer procurement and billing activities, with administrative users creating purchase order requisitions in iProcurement and completing expense reports in Oracle iExpense, while team billing coordinators performed monthly invoicing in the WebCAS online billing system.
Operational coverage included administrative teams supporting senior consultants and billing coordinators, with client engagement records maintained in Salesforce as part of broader operational processes. Governance centered on role based expense approval workflows and centralized policy controls administered by finance and administrative operations, ensuring consistent expense processing across the local and global travel workflows managed by Mercer staff.
|
Mercer Investments Llc Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mercer | Legacy | MercerInsight | Analytics and BI | Analytics and BI | n/a | 2019 | 2019 |
In 2019, Mercer deployed MercerInsight as a cloud-based manager research and analytics platform. MercerInsight operates within the Analytics and BI category and serves as a core component of Mercer's investments offering, used globally to support asset owner decision making and delegated OCIO services.
The platform centralizes forward looking manager ratings, ESG assessments, and operational due diligence, combining structured research workflows, analytics dashboards, and standardized rating methodologies. MercerInsight provides configurable reporting and visualization capabilities aligned with Analytics and BI functionality to support manager selection, monitoring, peer comparison, and portfolio-level analysis.
Operationally MercerInsight is embedded across Mercer's investments teams and OCIO delivery, supporting global research and due diligence processes and governance around manager ratings and ESG scoring. Deployment and rollout emphasize consistent rating methodology, research version control, and role-based access to ensure controlled researcher workflows and client-facing reporting across regional and global teams.
|
Mercer Investments Llc Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2022 | 2022 |
In 2022, Mercer deployed Zoom as its Audio Video and Web Conferencing solution. Mercer uses Zoom on its public website to surface embedded meeting and webinar access for client engagements and external events.
The Zoom deployment emphasizes core conferencing capabilities including live video meetings, webinar hosting, in-meeting chat, screen sharing, and recording and playback for on-demand access. Zoom is configured to support both scheduled events and ad hoc client meetings, aligning with standard Audio Video and Web Conferencing functional patterns.
Architecturally the implementation is web-embedded, with Zoom sessions launched directly from Mercer web pages to minimize friction for external participants. Operational ownership appears aligned to client-facing and digital experience teams, with Zoom supporting client advisory sessions, remote workshops, and external-facing communications across Mercer business units.
Governance for the Zoom rollout centers on centralized account administration, meeting configuration standards, and user access controls to maintain a consistent external presentation and security posture. Mercer’s use of Zoom on their website positions Zoom as the principal Audio Video and Web Conferencing tool for client engagement workflows.
|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2018 | 2018 |
|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2018 | 2018 |
|
|
|
|
|
Survey and Questionnaire | Collaboration |
|
2020 | 2020 |
|
Mercer Investments Llc Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Asset Management | Content Management |
|
2015 | 2015 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Intelligent Document Processing | Content Management |
|
2025 | 2025 |
|
Mercer Investments Llc CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2018 | 2018 |
|
|
|
|
|
Data Management Platform | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2011 | 2011 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2011 | 2011 |
|
|
|
|
|
Marketing Automation | CRM |
|
2015 | 2015 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
|
|
|
|
Tag Management | CRM |
|
2020 | 2020 |
|
Mercer Investments Llc ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2021 | 2021 |
|
Mercer Investments Llc PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Project Portfolio Management | PPM |
|
2020 | 2020 |
|
Mercer Investments Llc PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2018 | 2018 |
|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
|
Mercer Investments Llc IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Backup as a Service (BaaS) | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Cloud Storage | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Database Management, Open-Source Database | IaaS |
|
2022 | 2022 |
|
Mercer Investments Llc CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2022 | 2022 |
|
IT Decision Makers and Key Stakeholders at Mercer Investments Llc
Apps Being Evaluated by Mercer Investments Llc Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-27 | Mercer Investments Llc | Evaluated | TRAX USA | Trax eMRO | Aviation MRO | ERP Services and Operations |
| 2026-03-05 | Mercer Investments Llc | Evaluated | CAE | CAE Flightscape Crew Management (formerly Sabre AirCentre Crew Manager) | Workforce Management, Workforce Scheduling, Workforce Planning | HCM |
| 2026-01-29 | Mercer Investments Llc | Evaluated | SAP | SAP R/2 | ERP Financial | ERP |
| 2025-05-29 | Mercer Investments Llc | Evaluated |
|
|
Point Of Sale | ERP Services and Operations |
| 2025-04-24 | Mercer Investments Llc | Evaluated |
|
|
Portfolio and Investment Management | Investment Management |