AI Buyer Insights:

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

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

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Pinnacle Wealth Management South Africa
Location
n/a,
Cape Town, n/a,
South Africa
Website
https://www.pwmsa.co.za/
Phone
27 87-150-2491
Artw industry
Banking and Financial Services
Employee
Revenue

Pinnacle Wealth Management South Africa Technographics

Pinnacle Wealth Management South Africa Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Pinnacle Wealth Management South Africa and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Pinnacle Wealth Management South Africa employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Pinnacle Wealth Management South Africa has purchased the following applications: Microsoft 365 for Collaboration in 2020, nCino KYC (Know Your Customer) for AML, Fraud and Compliance in 2021, React for Apps Development in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Pinnacle Wealth Management South Africa is running and its propensity to invest more and deepen its relationship with Microsoft , nCino , React 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 Pinnacle Wealth Management South Africa revenues, which have grown to $5.0 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 Pinnacle Wealth Management South Africa 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.

Pinnacle Wealth Management South Africa Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
nCino Legacy nCino KYC (Know Your Customer) AML, Fraud and Compliance TRM n/a 2021 2021
In 2021, Pinnacle Wealth Management South Africa implemented nCino KYC to add structure and simplicity to wealth-management client onboarding and sanctions screening. The deployment is aligned with AML, Fraud and Compliance capabilities and focused on formalizing onboarding workflows and sanction-screening processes. nCino KYC was configured to provide structured client intake, sanctions screening automation, deadline reminders and audit-ready reporting. Functional modules implemented included KYC intake orchestration, sanctions screening rulesets and compliance reporting dashboards, with lightweight configuration appropriate to a 30-employee wealth-management firm. The implementation went live rapidly, supported by two to three training sessions for relationship managers and compliance staff. Operational coverage centered on front-office onboarding and the compliance function across Pinnacle Wealth Management South Africa, with the nCino KYC application embedded in day-to-day client onboarding and sanctions screening workflows. Governance changes emphasized formalized review checkpoints and automated deadline reminders to create durable audit trails and support regulatory reporting. The deployment delivered enhanced governance, deadline reminders and improved sanction-screening and reporting for audits.
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
React Legacy React Apps Development PaaS n/a 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2020 2020
Cloud Storage IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Domain Name System (DNS) IaaS 2020 2020
Domain Name System (DNS) IaaS 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Pinnacle Wealth Management South Africa
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Pinnacle Wealth Management South Africa Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Pinnacle Wealth Management South Africa Technographics

Pinnacle Wealth Management South Africa is a Banking and Financial Services organization based in South Africa, with around 30 employees and annual revenues of $5.0 million.

Pinnacle Wealth Management South Africa operates a diverse technology stack with applications such as Microsoft 365, nCino KYC (Know Your Customer) and React, covering areas like Collaboration, AML, Fraud and Compliance and Apps Development.

Pinnacle Wealth Management South Africa has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, nCino and React.

Pinnacle Wealth Management South Africa recently adopted applications including nCino KYC (Know Your Customer) in 2021, React in 2021 and Microsoft 365 in 2020, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Pinnacle Wealth Management South Africa’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Pinnacle Wealth Management South Africa’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 Pinnacle Wealth Management South Africa technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.