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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Pharus Securities Tech Stack and Enterprise Applications

Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Dialllog Legacy Dialllog CRM CRM and Investor Relationship Management Investment Management n/a 2023 2023
In 2023, Pharus Securities implemented Dialllog CRM to centralize M&A deal execution. The deployment used Dialllog CRM as a CRM and Investor Relationship Management solution to establish mandate-centric workflow modules, a centralized mandate repository, and structured note capture to standardize deal execution processes for the US team. Email synchronization and calendar integration were used to tie emails, notes and calendar events directly to mandates, creating a single source of truth and improving adoption across the small US organization. Governance changes required mandatory workflows and mandate tagging for all deal activity, shifting M&A and investor relationship workflows into Dialllog CRM and consolidating activity capture and mandate records for the team in the United States.

IT Decision Makers and Key Stakeholders at Pharus Securities

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Pharus Securities Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pharus Securities IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pharus Securities digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Pharus Securities Technographics
Pharus Securities is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $2.0 million.
Pharus Securities operates a diverse technology stack with applications such as Dialllog CRM, covering areas like CRM and Investor Relationship Management.
Pharus Securities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Dialllog.
Pharus Securities recently adopted applications including Dialllog CRM in 2023, highlighting its ongoing modernization strategy.
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Our research team continuously updates Pharus Securities’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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