MFS Investment Management
430 W 7th Street,
Kansas City, 64105, MO,
United States
Kansas City, 64105, MO,
United States
1 617-954-5000
Banking and Financial Services
MFS Investment Management Technographics
MFS Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by MFS Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 MFS Investment 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 MFS Investment Management has purchased the following applications: SAP Concur Expense for Expense Management in 2011, Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) for Analytics and BI in 2012, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems MFS Investment Management is running and its propensity to invest more and deepen its relationship with SAP , Microsoft , OpenText 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 MFS Investment Management revenues, which have grown to $1.00 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 MFS Investment 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.
MFS Investment Management Tech Stack and Enterprise Applications
MFS Investment Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2011 | 2011 |
In 2011 MFS Investment Management implemented SAP Concur Expense as its core Expense Management application to centralize employee expense reporting and corporate card reconciliation. The deployment emphasized structured expense reporting and month end processing, with SAP Concur Expense configured to receive and process monthly American Express card reports for consolidated reconciliation.
Configuration focused on standard Expense Management functional capabilities including itemized expense reporting, corporate card feed ingestion, automated card-to-expense matching, approval workflows, and policy enforcement rules. SAP Concur Expense was configured to enforce expense policy controls at submission and to route approvals through finance and manager review chains, providing a consistent expense lifecycle from submission to reconciliation.
Operational integration explicitly included processing monthly Amex reports in Concur, with card statement data ingested into SAP Concur Expense for line level matching and exception handling. The implementation covered finance and travel expense workflows within MFS Investment Management, aligning card processing cadence to month end reconciliation and reporting cycles.
Governance centered on finance ownership of expense policy and approver rules, with process changes to support monthly Amex reconciliation workflows and exception resolution. Rollout and operational procedures emphasized standardized submission, approver escalation, and reconciled card reporting inside SAP Concur Expense to support ongoing Expense Management activities.
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MFS Investment Management Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) | Analytics and BI | Analytics and BI | n/a | 2012 | 2018 |
In 2012, MFS Investment Management implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) to deliver consolidated financial and project management reporting across its business units. The deployment positioned Microsoft BI within Analytics and BI to support finance and project management functions and provide standardized report delivery to internal stakeholders.
The implementation used SQL Server Reporting Services for report rendering, SQL Server Analysis Services for analytical modeling, and SQL Server Integration Services for ETL consolidation, with Visual Studio and SSRS used to develop the report interface. Development focused on financial and project management report modules, assembling datasets and report layouts that combined information from Sybase, Oracle, and SQL Server databases.
Reports were published to business users through a C# developed intranet application, creating a delivery layer for scheduled and ad hoc access from a centralized report catalog. The architecture connected heterogeneous data sources directly to the Microsoft BI stack, enabling cross-system reporting and blended datasets for multiple business units while centralizing report development and lifecycle management in Visual Studio.
Operational scope covered various business units within MFS Investment Management, with governance centered on a Visual Studio based development process for report updates and maintenance. Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) served as the primary Analytics and BI platform to unify disparate financial systems into a single reporting layer for finance and project management functions.
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Analytics and BI | Analytics and BI |
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2007 | 2007 |
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MFS Investment Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, MFS Investment Management implemented Cisco Webex Meetings. The Cisco Webex Meetings deployment is surfaced on the company's public website to deliver Audio Video and Web Conferencing for client-facing webinars and virtual meetings. MFS Investment Management Cisco Webex Meetings Audio Video and Web Conferencing supports corporate communications and client engagement workflows across investment and client service teams.
The implementation leverages Cisco Webex Meetings core capabilities such as video conferencing, screen sharing, meeting recording, and scheduling to enable synchronous collaboration and external event hosting. Cisco Webex Meetings is embedded into web-based engagement flows to provide in-browser meeting experiences and on-demand playback, reflecting standard Audio Video and Web Conferencing functional patterns. Operational coverage focuses on web-delivered client interaction and internal collaboration channels, with configuration centered on meeting orchestration and content delivery.
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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MFS Investment Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Asset Management | Content Management |
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2021 | 2021 |
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MFS Investment Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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MFS Investment Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM and Investor Relationship Management | Investment Management |
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2010 | 2010 |
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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Transfer Agency | Investment Management |
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2021 | 2021 |
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MFS Investment Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2015 | 2015 |
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Treasury Management | TRM |
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2015 | 2015 |
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MFS Investment Management 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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MFS Investment Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at MFS Investment Management
| First Name | Last Name | Title | Function | Department | Phone | |
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Enterprise Data Services Lead, Enterprise Data BSA Manager, AVP | Manager | IT | |
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Digital Strategy Lead | Manager | IT | |
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Director of Business Analytics | Director | Finance | |
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Chief Financial Officer | CXO | Finance | |
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VP, Senior Group Controller & Head of Financial Planning | VP | Finance | |
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VP - Funds Treasury | VP | Treasury | |
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Director Of Financial Reporting | Director | Finance | |
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Assistant Vice President - IT Procurement & Contracts Manager | VP | IT | |
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VP Financial Operations | VP | Finance | |
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HR Business Partner | Manager | HR | |
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EVP, CIO | CXO | IT | |
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CHRO | CXO | HR | |
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Vice President, Director / Finance | Director | Finance | |
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Chief Investment Officer, Global Director of Research | Director | Investment | |
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Fund President | CXO | Investment | |
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Co-CIO Equity, Equity Portfolio Manager | Manager | Investment | |
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Investment Officer; Portfolio Manager and Equity Analyst | Manager | Investment | |
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Chief Investment Officer; Global Fixed Income | CXO | Investment | |
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Senior Manager Investment Operations, AVP | Manager | Investment | |
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Apps Being Evaluated by MFS Investment Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from MFS Investment Management IT executives and key decision makers. This section highlights MFS Investment Management's latest recorded technology evaluations, including Testgrid Psychometric Assessments for Talent Assessment on 2025-10-22, Adobe Experience Manager for Digital Asset Management on 2025-01-09, and Cornerstone Saba TalentSpace for Talent Management on 2024-07-01. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the MFS Investment Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-10-22 | MFS Investment Management | Evaluated | Testgrid | Testgrid Psychometric Assessments | Talent Assessment | HCM |
| 2025-01-09 | MFS Investment Management | Evaluated | Adobe Systems | Adobe Experience Manager | Digital Asset Management | Content Management |
| 2024-07-01 | MFS Investment Management | Evaluated | Cornerstone OnDemand | Cornerstone Saba TalentSpace | Talent Management | HCM |
FAQ - APPS RUN THE WORLD MFS Investment Management Technographics
MFS Investment Management is a Banking and Financial Services organization based in United States,
with around 2000 employees and annual revenues of $1.00 billion.
MFS Investment Management operates a diverse technology stack with applications such as
SAP Concur Expense, Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) and Cisco Webex Meetings,
covering areas like Expense Management, Analytics and BI and Audio Video and Web Conferencing.
MFS Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Microsoft and Cisco Systems.
MFS Investment Management recently adopted applications including
Cisco Webex Meetings in 2021, Zoom in 2021 and Adobe Experience Manager in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of MFS Investment Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates MFS Investment 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 MFS Investment Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.