Phoenix Group
20 Old Bailey,
London, EC4M 7AN,
United Kingdom
London, EC4M 7AN,
United Kingdom
44 20 3567-9100
Banking and Financial Services
Phoenix Group Technographics
Phoenix Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Phoenix Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 7757 Phoenix Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Phoenix Group has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2019, Oracle Cloud HCM Absence Management for Absence and Leave Management in 2019, Tableau for Analytics and BI 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 Phoenix Group is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Orgvue 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 Group revenues, which have grown to $18.61 billion 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 Group 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 Group Tech Stack and Enterprise Applications
Phoenix Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2019 | 2020 |
In 2019 Phoenix Group implemented Oracle Cloud ERP as its ERP Financial platform. The Oracle Cloud ERP rollout formed the backbone of an accounting and actuarial IFRS 17 transformation programme that also incorporated Oracle EPM, Oracle Financial Services Analytical Applications OFSAA and Fusion Analytics Warehouse.
The implementation focused on core finance modules and configuration, including Accounts Receivable, Collections, Fixed Assets, General Ledger and broader Finance Systems. Workstreams included preparation of a process taxonomy, a process catalogue and detailed process maps to define end to end finance workflows and controls, and the engagement produced standard operating procedures and a delivery plan for training materials and knowledge transfer to end users.
Integration and operational coverage were scoped to leverage Oracle Enterprise Data Management Cloud Service and Oracle Integration Cloud for master data and interface orchestration. The programme included planning for user acceptance testing, reviewing test scenarios and test cases, creating an organized UAT schedule, arranging UAT testers, scheduling interfaces, maintaining the testing tool Silk Central, managing defects and developing a traceability matrix linking functional requirements to test scenarios.
Governance and control work streams delivered a quality assurance review of standard operating procedures, a review of Oracle Cloud role based access controls and seeded job roles to assess fit gap against business requirements. Consultants advised on solution key design decisions, prepared change requests and developed an internal financial controls framework, while knowledge transfer and procedural rollout supported new processes and ways of working in the finance and actuarial functions in Edinburgh and across the Phoenix Group finance organization.
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Expense Management | ERP |
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2020 | 2021 |
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Phoenix Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud HCM Absence Management | Absence and Leave Management | HCM | IBM | 2019 | 2019 |
In 2019 Phoenix Group initiated a project to implement Oracle Cloud HCM Absence Management as part of a harmonisation program across Standard Life and Phoenix Group employee populations, targeting Absence and Leave Management capabilities. The program is described as a move to a harmonised HCM Cloud solution and specifically names Oracle Cloud HCM Absence Management as the application delivering absence schemes and related leave administration.
The implementation work focused on building harmonised and heritage absence schemes, plus harmonised allowances and deductions to feed payroll. Oracle Cloud HCM Absence Management was configured to support scheme level definitions, entitlement logic and allowance and deduction mappings that align with payroll inputs, while preserving heritage scheme rules where required for specific employee cohorts.
Integrations were implemented to connect absence data flows into the Oracle HCM Payroll Interface, enabling absence entitlements and deductions to be consumed by payroll processing. The project documentation notes source data and workforce transitions from Oracle E Business Suite and SAP respectively into the unified HCM Cloud design, and the implementation accounted for dual heritage data models during cutover and reconciliation phases.
IBM served as the implementation lead for payroll and absence, contracted as Oracle HCM Cloud Payroll and Absence Lead from Oct 2019 to Sep 2020 and operating from Edinburgh, Scotland. Governance activities emphasized harmonisation of absence policy, payroll interface configuration and scheme cutover planning across the two legacy employee cohorts, with IBM responsible for design leadership and operational rollout coordination.
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Core HR | HCM |
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2019 | 2019 |
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Payroll | HCM |
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2019 | 2019 |
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Recruiting | HCM |
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2019 | 2019 |
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Workforce Analytics | HCM |
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2018 | 2018 |
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Phoenix Group Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2019 | 2019 |
In 2019, Phoenix Group implemented Tableau as its Analytics and BI platform to support customer insight and Test & Learn experimentation. The deployment focused on analytical Tableau solutions to deliver channel engagement and targeting analysis, including product holdings, segmentation and demographic profiling.
Configuration work emphasized interactive dashboards, visual analytics, data blending and calculated measures to enable experiment level analysis and cohort profiling. Tableau was used to operationalize Test & Learn frameworks, embedding parameter driven visualizations and storyboards for pre and post experiment comparison and variant analysis. Work included ensuring appropriate data is sourced, manipulated and stitched together to support analytic workflows.
Integrations were coordinated across internal data sources and with Proposition, Marketing and Customer Operations teams as well as third party suppliers to assemble customer, channel and product holding data. The implementation supported analysts and customer facing teams in Edinburgh, Scotland, with outputs consumed by proposition and marketing decision workflows. Tableau was the primary application for self service reporting and investigator led experimentation.
Governance centered on embedding experiment design controls, data sourcing standards and sign off processes to ensure analytic outputs could shape and influence customer facing solutions. The deployment positioned Tableau to centralize visual analytics for segmentation, targeting and channel engagement use cases.
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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Phoenix Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Phoenix Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Phoenix Group EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2020 | 2020 |
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Financial Consolidation and Close | EPM |
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2020 | 2020 |
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Financial Consolidation and Close | EPM |
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2014 | 2014 |
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Phoenix Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2013 | 2013 |
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Phoenix Group 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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2023 | 2023 |
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Transfer Agency | Investment Management |
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2016 | 2016 |
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Phoenix Group TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2015 | 2015 |
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Risk Management | TRM |
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2020 | 2020 |
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Treasury Management | TRM |
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2015 | 2015 |
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Phoenix Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Extract, Transform, and Load (ETL), Data Replication | PaaS |
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2016 | 2016 |
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Phoenix Group 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2010 | 2010 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Phoenix Group 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Phoenix Group
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Phoenix Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Phoenix Group IT executives and key decision makers. This section highlights Phoenix Group's latest recorded technology evaluations, including Beacon Platform for Apps Development on 2025-10-22 and UKG Ready (ex Kronos Workforce Ready) for Workforce Management on 2024-10-01. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Phoenix Group digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Phoenix Group Technographics
Phoenix Group is a Banking and Financial Services organization based in United Kingdom,
with around 7757 employees and annual revenues of $18.61 billion.
Phoenix Group operates a diverse technology stack with applications such as
Oracle Cloud ERP, Oracle Cloud HCM Absence Management and Tableau,
covering areas like ERP Financial, Absence and Leave Management and Analytics and BI.
Phoenix Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Tableau Software.
Phoenix Group recently adopted applications including
BlackRock Aladdin in 2023, DocuSign eSignature in 2021 and Hotjar in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Phoenix Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Phoenix Group’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 Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.