Money Advice Trust
21 Garlick Hill,
London, EC4V 2AU,
United Kingdom
London, EC4V 2AU,
United Kingdom
44 77 8542-5631
Non Profit
Money Advice Trust Technographics
Money Advice Trust Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Money Advice Trust and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 251 Money Advice Trust employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Money Advice Trust has purchased the following applications: IRIS Financials for ERP Financial in 2014, PeopleHR Core HR for Core HR in 2021, Inisoft Syntelate XA Web Chat for Chatbots and Conversational AI in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Money Advice Trust is running and its propensity to invest more and deepen its relationship with IRIS Software , The Access Group , Cornerstone OnDemand 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 Money Advice Trust revenues, which have grown to $38.0 million 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 Money Advice Trust 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.
Money Advice Trust Tech Stack and Enterprise Applications
Money Advice Trust ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IRIS Software | Sage 50 | IRIS Financials | ERP Financial | ERP | n/a | 2014 | 2015 |
In 2014, Money Advice Trust implemented IRIS Financials, deploying IRIS Financials to replace Sage 50 as the central accounting platform. The implementation was positioned to consolidate the charity's finance function into a single ERP Financial solution across its central finance team.
The deployment prioritized core ERP Financial capabilities including general ledger, accounts payable, accounts receivable, bank reconciliation, fixed asset accounting, and financial reporting. Configuration work aligned the chart of accounts and nominal coding to fund and project accounting needs, and period-end controls and batch processing were established to support routine financial close activity.
Operational coverage focused on the central finance and administrative users in the United Kingdom, with user activity documented into 2015 where a Team Administrator and Finance Assistant renewed records on the in-house system and revised files on a PS Financials system. IRIS Financials served as the authoritative financial ledger and the system of record for transactional accounting and reporting workflows.
Governance and rollout activities included data migration from Sage 50 into IRIS Financials, local process changes for record maintenance, and documentation and training updates to support accessibility needs. Post implementation work documented in 2015 included converting training materials to large-print Word versions and ongoing file revisions, indicating sustained operational support and process stewardship rather than discrete outcome claims.
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Money Advice Trust HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| The Access Group | Legacy | PeopleHR Core HR | Core HR | HCM | n/a | 2021 | 2021 |
In 2021, Money Advice Trust deployed PeopleHR Core HR. The PeopleHR Core HR application is accessible via a public employee portal at moneyadvicetrust.peoplehr.net and acts as the organization’s central Core HR system, consolidating personnel records and standard HR workflows into a cloud-hosted platform. The deployment supports HR and people operations across the organisation and is positioned as the primary system of record for employee data.
Configuration aligns with common Core HR capabilities, including centralized employee records, absence and holiday management, applicant tracking and onboarding workflows, employee self-service and reporting for compliance. The implementation incorporates role-based access controls, configurable approval workflows and template-driven HR processes to standardize hiring, leave requests and personnel changes, reinforcing governance over HR processes and recordkeeping.
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Learning and Development | HCM |
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2010 | 2010 |
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Learning and Development | HCM |
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2018 | 2019 |
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Learning and Development | HCM |
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2019 | 2019 |
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Payroll | HCM |
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2021 | 2021 |
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Workforce Management | HCM |
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2014 | 2014 |
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Money Advice Trust AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Inisoft | Legacy | Inisoft Syntelate XA Web Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019 Money Advice Trust deployed Inisoft Syntelate XA Web Chat as a public-facing conversational channel. The implementation uses Inisoft Syntelate XA Web Chat within the Chatbots and Conversational AI category on the organisation website to provide real time client engagement and initial triage.
Configuration focuses on web chat widget behavior and session management, with category-aligned capabilities such as canned response libraries, conversational routing and escalation workflows to human advisors. Administrative modules for transcript capture and monitoring dashboards are part of the implementation to support case handling and conversational policy controls.
Operational scope is the public web contact channel for client enquiries and advice access, aligning the web chat with service delivery workflows and internal digital services teams. Governance is oriented around content and conversation policy management, with administration delegated to website and advice operations teams, and available documentation indicates the use of Inisoft Web Chat on the Money Advice Trust website without listing additional integrated enterprise systems.
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Money Advice Trust Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Survey and Questionnaire | Collaboration |
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2021 | 2021 |
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Survey and Questionnaire | Collaboration |
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2021 | 2021 |
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Money Advice Trust CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center | CRM |
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2014 | 2014 |
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CRM | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Money Advice Trust ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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Money Advice Trust PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2023 | 2023 |
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Money Advice Trust 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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2014 | 2014 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Money Advice Trust CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Money Advice Trust
| First Name | Last Name | Title | Function | Department | Phone | |
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Contact Centre Manager | Manager | Customer Service | |
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Head of IT | Director | IT | |
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CRM Content and Delivery Manager | Manager | IT | |
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Chief Operating Officer | CXO | Finance | |
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Director of Corporate Services | Director | Finance | |
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Apps Being Evaluated by Money Advice Trust Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Money Advice Trust IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Money Advice Trust digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Money Advice Trust Technographics
Money Advice Trust is a Non Profit organization based in United Kingdom,
with around 251 employees and annual revenues of $38.0 million.
Money Advice Trust operates a diverse technology stack with applications such as
IRIS Financials, PeopleHR Core HR and Inisoft Syntelate XA Web Chat,
covering areas like ERP Financial, Core HR and Chatbots and Conversational AI.
Money Advice Trust has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as IRIS Software, The Access Group and Inisoft.
Money Advice Trust recently adopted applications including
Elastic Email API in 2023, Amazon S3 in 2022 and PeopleHR Core HR in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Money Advice Trust’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Money Advice Trust’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 Money Advice Trust technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.