London, EC4V 2AU,
United Kingdom
Money Advice Trust Technographics
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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IRIS Software | Sage 50 | IRIS Financials | ERP Financial | ERP Financial Management | 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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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 |
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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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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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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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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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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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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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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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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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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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