London, EC4M 7LT,
United Kingdom
Numis Securities Technographics
Numis Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Numis Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Numis Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Numis Securities has purchased the following applications: Infor SunSystems for ERP Financial in 2014, DocuSign eSignature for Digital Signing in 2021, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Numis Securities is running and its propensity to invest more and deepen its relationship with Infor , Docusign , 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 Numis Securities revenues, which have grown to $20.0 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 Numis Securities 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.
Numis Securities Tech Stack and Enterprise Applications
Numis Securities ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, Numis Securities implemented Infor SunSystems as its ERP Financial application. The deployment was scoped to support the firm’s finance function within its United Kingdom banking and financial services operations, covering core accounting responsibilities for a 200-employee organization.
Infor SunSystems was configured to support Sales Ledger and Credit Control workflows, bank reconciliation and automated matching to clear suspense account items, month end close processes, prepayments accounting, and petty cash management. The implementation emphasized ledger-level transaction control and recurring month-end routines to align day-to-day bookkeeping with period-close requirements.
Operational integrations reflected existing tools listed by the finance team, with the Infor SunSystems environment operating alongside SUN Accounts naming and interfacing with Barclays on-line banking for statement imports and payment reconciliation. Document generation and output workflows were connected to Word for reporting and correspondence used by the sales ledger and credit control teams.
Governance and process redefinition centered on delineated duties in Sales Ledger, Credit Control, bank reconciliation, suspense account clearance and month end responsibilities, with training and standardized procedures introduced for prepayments and petty cash handling. The implementation framed Infor SunSystems as the central ERP Financial system for Numis Securities finance operations.
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Numis Securities Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 Numis Securities implemented DocuSign eSignature as a Digital Signing solution embedded on its corporate website. The deployment is oriented to client-facing signature capture, placing the DocuSign eSignature capability directly into web workflows used by the firm in the United Kingdom, supporting a mid-market brokerage with roughly 200 employees.
The implementation leverages core DocuSign eSignature capabilities typical of the Digital Signing category, including embedded signing sessions for web users, template-driven envelope creation to standardize documents, recipient routing and authentication controls, and a persistent audit trail for executed agreements. Configuration work focused on web integration and form templating, enabling repeatable signing flows and centralized envelope management to reduce ad hoc document handling.
Operational ownership resides with client-facing teams and central operations, with legal and compliance oversight of signature policies and retention. The architecture is a web-embedded signing model, so governance centers on template control, access rights for administrators, and preservation of audit and transaction logs for regulatory recordkeeping. Numis Securities DocuSign eSignature Digital Signing supports client agreement execution and internal approval workflows through the website.
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Numis Securities IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2017 | 2017 |
In 2017, Numis Securities deployed Microsoft Azure Cloud Services for Application Hosting and Computing Services. Microsoft Azure Cloud Services is used to host the firm website and to centralize web-facing compute and storage for customer facing applications. The implementation covers core hosting layers including virtual machines, platform services, object storage and network provisioning to support web delivery and backend application processing.
Operational control is maintained within the corporate IT function, with environment segmentation for production and nonproduction workloads and cloud-native resource organization. Configuration emphasizes automated provisioning, monitoring and access control consistent with Application Hosting and Computing Services best practices, supporting digital client access and IT operations workflows. This description aligns the Numis Securities Microsoft Azure Cloud Services Application Hosting and Computing Services deployment with standard cloud operational disciplines for a midmarket financial services firm.
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Numis Securities 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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Numis Securities
Apps Being Evaluated by Numis Securities Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||