OFI AM
22 Rue Vernier,
Paris, 75017,
France
Paris, 75017,
France
33 1 4068 1717
Banking and Financial Services
OFI AM Technographics
OFI AM Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OFI AM and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 OFI AM employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that OFI AM has purchased the following applications: SETL IZNES Blockchain for Blockchain Platform in 2017, Microsoft 365 for Collaboration in 2018, DocuSign eSignature for Digital Signing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems OFI AM is running and its propensity to invest more and deepen its relationship with SETL , Microsoft , DocuSign 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 OFI AM revenues, which have grown to $100.0 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 OFI AM 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.
OFI AM Tech Stack and Enterprise Applications
OFI AM Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SETL | Legacy | SETL IZNES Blockchain | Blockchain Platform | Blockchain | n/a | 2017 | 2017 |
In 2017, OFI AM deployed SETL IZNES Blockchain, a Blockchain Platform, to support fund record keeping and distribution workflows across its asset management operations. The implementation leveraged proprietary technology developed by SETL and was positioned to be compatible with all distribution channels, with explicit objectives to reduce transaction costs, increase transparency, and optimize operational workflow.
SETL IZNES Blockchain was configured around record-keeping and transaction validation capabilities common to a Blockchain Platform, with functional specifications defined collaboratively through user input and contributions from OFI AM and peer participants. The initial delivery by SETL in July 2017 included shared ledger visibility, validation controls, and orchestration features to streamline back office reconciliation and support new value-added services.
The deployment was validated by OFI AM, Groupama AM, La Financière de l’Échiquier, and Arkéa Investment Services, signaling multi-firm operational coverage within the participating asset managers and across distribution channels. SETL and these participants continued joint development work to produce an enriched platform release, with the intention to progress the environment into production in early 2018.
Governance for the implementation emphasized user-driven functional specifications and embedded platform controls to manage access, validation, and operational workflows. SETL IZNES Blockchain, as a Blockchain Platform, therefore established a collaborative record-keeping foundation intended to enable further service innovation by participants while maintaining ledger transparency and streamlined transaction processing.
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OFI AM Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, OFI AM implemented Microsoft 365 as its primary Collaboration platform. OFI AM is a France-based asset manager with circa 300 employees and the deployment is referenced on the company website, indicating a firm-level adoption of Microsoft 365 Collaboration services.
The Microsoft 365 implementation emphasizes core productivity and content collaboration modules, including Exchange Online for email and calendaring, SharePoint Online for intranet and document management, Microsoft Teams for synchronous collaboration and meetings, OneDrive for personal file sync, and the Office desktop and web applications for authoring. Configuration work focused on tenant-level settings, mailbox and site provisioning, document library and permissions model design, and Teams governance policies, reflecting standard Collaboration functional workflows.
Operational coverage extends across front office investment teams, client servicing, and corporate operations, providing unified messaging, document sharing, and team collaboration for business functions aligned to investment management and back-office processing. The company website includes traces of Microsoft 365 usage, indicating integration of cloud-delivered collaboration capabilities into public-facing and internal communication channels.
Governance and control are oriented around centralized tenant administration, role-based account provisioning, information governance and retention settings, and policy-driven access controls to support compliance obligations typical in banking and financial services. The implementation narrative focuses on system architecture within the Microsoft 365 cloud tenant, modular Collaboration capabilities, and administrative governance rather than on third-party implementation partners.
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OFI AM Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, OFI AM deployed DocuSign eSignature as a Digital Signing capability on its public website. DocuSign eSignature was provisioned to enable legally binding electronic signatures for client facing documents presented through the site.
The implementation leverages embedded signing flows and server side REST API envelope management, with reusable templates and predefined signing sequences to standardize contract execution. Configuration emphasized envelope lifecycle automation, template libraries, authentication controls and audit trail capture aligned with typical Digital Signing functionality.
Operational coverage focuses on client onboarding, account documentation and sales contracting, with primary stakeholders in client services, legal and compliance teams. The integration runs in browser for end users while backend services manage document generation, envelope status updates and secure storage linkage.
Governance was organized around centralized signature policies, access controls and retention of certificates of completion to support auditability and regulatory compliance in France. IT retains ownership of the embedded signing integration and template library to enforce workflow consistency and to manage role based approval routing for multi party agreements.
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OFI AM CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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OFI AM Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at OFI AM
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by OFI AM Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from OFI AM IT executives and key decision makers. This section highlights OFI AM's latest recorded technology evaluations, including BlackRock Aladdin for Portfolio and Investment Management on 2025-07-21. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the OFI AM digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD OFI AM Technographics
OFI AM is a Banking and Financial Services organization based in France,
with around 300 employees and annual revenues of $100.0 million.
OFI AM operates a diverse technology stack with applications such as
SETL IZNES Blockchain, Microsoft 365 and DocuSign eSignature,
covering areas like Blockchain Platform, Collaboration and Digital Signing.
OFI AM has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SETL, Microsoft and DocuSign.
OFI AM recently adopted applications including
DocuSign eSignature in 2022, Hubspot Marketing Automation in 2021 and Hubspot CRM in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of OFI AM’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates OFI AM’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 OFI AM technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.