Octopus Investments
33 Holborn,
London, EC1N 2HT,
United Kingdom
London, EC1N 2HT,
United Kingdom
44 80 0316-2067
Banking and Financial Services
Octopus Investments Technographics
Octopus Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Octopus Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 663 Octopus Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Octopus Investments has purchased the following applications: Appcues for Digital Adoption in 2022, In-House Octopus Software for Document Management in 2023, Twilio Segment for Customer Data Platform 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 Octopus Investments is running and its propensity to invest more and deepen its relationship with Appcues , In-House Applications , CIVIC Computing 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 Octopus Investments revenues, which have grown to $275.0 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 Octopus Investments 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.
Octopus Investments Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Appcues | Legacy | Appcues | Digital Adoption | HCM | n/a | 2022 | 2022 |
In 2022, Octopus Investments implemented Appcues on their website, deploying the Appcues Digital Adoption solution to deliver contextual guidance and onboarding experiences on customer-facing web pages. The implementation positions Appcues as a Digital Adoption layer for Octopus Investments to support customer onboarding, in product guidance, and segmented user experiences on the corporate site.
Configuration centered on browser-based experiences, including guided onboarding flows, tooltips, modal walkthroughs, and checklist style experiences built through the Appcues experience builder. Segmentation and behavioral triggers were configured to target experiences using URL conditions and client side event signals, aligning content to site journeys and user intent.
Deployment and operational coverage focused on the public website and associated digital touchpoints, with the solution instrumented to fire experiences from client side events and page contexts. Operational ownership rested with digital product and customer experience stakeholders, who used Appcues to author, schedule, and iterate on experiences across marketing and product driven journeys.
Governance and rollout followed a staged approach with controlled publishing and iterative refinement, supported by Appcues built in analytics for experience performance and iteration workflows. The narrative centers on Octopus Investments, Appcues, Digital Adoption and the capture of website level guidance and onboarding responsibilities for customer experience and product teams.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| In-House Applications | Legacy | In-House Octopus Software | Document Management | Content Management | Euristiq | 2023 | 2024 |
In 2023, Octopus Investments implemented In-House Octopus Software, a cloud-based Document Management solution developed with Euristiq to support investment operations and finance across the UK and Europe. The deployment focused on centralizing document workflows for investment operations and finance teams, with the In-House Octopus Software Document Management instance provisioned as a production cloud service.
The implementation includes inferred core modules aligned to the Document Management category, notably automated document generation and cloud storage, plus standard document control capabilities such as access control, versioning, and audit trail functions consistent with enterprise document management workflows. Configuration work emphasized automated generation of transaction and compliance documents, template management, and role-based access for finance and operations users.
Euristiq served as the delivery partner for the cloud-based architecture and rollout, building the In-House Octopus Software production environment and operationalizing it for day to day use. Operational coverage is explicitly investment operations and finance across UK and European sites, with the system reported to be live and in use by those teams.
The production system is reported to have improved security and scalability, and it is estimated to save the organisation more than £400K annually. Governance and operational handover were executed as part of the live delivery, with ongoing operational support retained for cloud operations and document control processes.
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Segment | Customer Data Platform | CRM | n/a | 2019 | 2019 |
In 2019, Octopus Investments deployed Twilio Segment on their website as a Customer Data Platform to centralize website event collection for marketing and analytics functions. Twilio Segment was implemented as a cloud-hosted SaaS data collection layer capturing client-side and server-side events and assembling customer profiles through identity resolution and profile stitching. The deployment focused on instrumenting digital channels and the public website to feed consistent event streams into the firm's data ecosystem.
Functional capabilities included event tracking, unified user profile construction, and configurable data routing to downstream analytics and marketing systems while preserving consent signals and data governance controls. Operational scope centered on web analytics and marketing operations, with configuration of a centralized event taxonomy and collection rules to standardize signals across pages. The implementation positioned Twilio Segment as the Customer Data Platform for Octopus Investments' website data capture and distribution workflows.
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2023 | 2023 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2018 | 2018 |
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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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2017 | 2017 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Octopus Investments
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Octopus Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Octopus Investments IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Octopus Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Octopus Investments Technographics
Octopus Investments is a Banking and Financial Services organization based in United Kingdom,
with around 663 employees and annual revenues of $275.0 million.
Octopus Investments operates a diverse technology stack with applications such as
Appcues, In-House Octopus Software and Twilio Segment,
covering areas like Digital Adoption, Document Management and Customer Data Platform.
Octopus Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Appcues, In-House Applications and Twilio.
Octopus Investments recently adopted applications including
In-House Octopus Software in 2023, Microsoft Dynamics 365 Marketing in 2023 and Appcues in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Octopus Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Octopus Investments’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 Octopus Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.