AI Buyer Insights:

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● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

Phoenix Equity Partners
Location
123 Victoria St, Westminster,
London, SW1E 6DE,
United Kingdom
Website
https://www.phoenix-equity.com/
Phone
44 20 7434 6999
Artw industry
Banking and Financial Services
Employee
Revenue

Phoenix Equity Partners Technographics

Phoenix Equity Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Phoenix Equity Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 Phoenix Equity Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Phoenix Equity Partners has purchased the following applications: Marigold Emma Email for Marketing Automation in 2016, Altvia AIM for CRM and Investor Relationship Management in 2017, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Phoenix Equity Partners is running and its propensity to invest more and deepen its relationship with Marigold , Salesforce , Altvia Solutions 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 Phoenix Equity Partners revenues, which have grown to $4.0 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 Phoenix Equity Partners 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.

Phoenix Equity Partners Tech Stack and Enterprise Applications

CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marigold Legacy Marigold Emma Email Marketing Automation CRM n/a 2016 2016
In 2016, Phoenix Equity Partners implemented Marigold Emma Email. The Marigold Emma Email application is deployed on the company website to manage outbound communications and subscriber acquisition, and it is classified in the Marketing Automation category. The deployment supports core marketing functions for a 35-employee financial services firm, focusing on list management, template-driven newsletters, segmentation, and scheduled campaign workflows for investor and client communications. Deployment architecture is web-embedded, with the application integrated into site forms and tracking to capture subscribers and route campaign sends through Emma Email. Operational scope centers on the firm’s marketing and investor relations activities in the United Kingdom, with centralized email lists and campaign queues maintained by the marketing team. Governance and process controls implied by the implementation include campaign scheduling, consent management, and list hygiene workflows consistent with Marketing Automation best practices.
Marketing Automation CRM 2019 2019
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Altvia Solutions Legacy Altvia AIM CRM and Investor Relationship Management Investment Management n/a 2017 2017
In 2017, Phoenix Equity Partners implemented Altvia AIM as its Private Equity CRM. The firm selected Altvia AIM from Altvia Solutions to adopt an industry standard platform purpose built for private equity, addressing the need to simplify operations and to institutionalize processes and knowledge across the firm. Altvia AIM was deployed as a cloud native CRM on a major public cloud platform, providing ubiquitous 24x7x365 access from any Internet connected device. Implementation emphasized Private Equity CRM capabilities such as deal and pipeline management, contact and investor relationship management, fundraising workflow tracking, and centralized document and knowledge capture to align investment and finance workflows. Governance and process work focused on codifying workflows and knowledge retention under senior finance and investment oversight, matching the configuration to Phoenix Equity Partners size and operational needs.
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 2020 2020
In 2020, Phoenix Equity Partners deployed Microsoft Azure Cloud Services to host its public website. The implementation is recorded under Application Hosting and Computing Services and addresses the firm’s external web presence and investor communications. The deployment uses Microsoft Azure Cloud Services core compute and storage capabilities to serve site content and application logic, with the subscription configured for DNS management, SSL certificate provisioning, and scalable compute to match traffic patterns typical for a small financial services firm. Operational control is retained by internal IT and marketing editors, who manage platform configuration, content deployments, and access controls within the Azure subscription to support ongoing website updates and governance.
Content Delivery Network IaaS 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2016 2016

IT Decision Makers and Key Stakeholders at Phoenix Equity Partners

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Phoenix Equity Partners Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Phoenix Equity Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Phoenix Equity Partners digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Phoenix Equity Partners Technographics
Phoenix Equity Partners is a Banking and Financial Services organization based in United Kingdom, with around 35 employees and annual revenues of $4.0 million.
Phoenix Equity Partners operates a diverse technology stack with applications such as Marigold Emma Email, Altvia AIM and Microsoft Azure Cloud Services, covering areas like Marketing Automation, CRM and Investor Relationship Management and Application Hosting and Computing Services.
Phoenix Equity Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Marigold, Altvia Solutions and Microsoft.
Phoenix Equity Partners recently adopted applications including Microsoft Azure Cloud Services in 2020, Cloudflare CDN in 2020 and Salesforce Marketing Cloud in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Phoenix Equity Partners’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Phoenix Equity Partners’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 Phoenix Equity Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.