Grand Cayman, x,
Cayman Islands
PROVEN Wealth Technographics
PROVEN Wealth Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PROVEN Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 PROVEN Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PROVEN Wealth has purchased the following applications: ERI OLYMPIC Banking System for Core Banking in 2023, Microsoft 365 for Collaboration in 2015, Intuit Mailchimp for Marketing Automation 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 PROVEN Wealth is running and its propensity to invest more and deepen its relationship with ERI , Microsoft , Salesforce 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 PROVEN Wealth revenues, which have grown to $1.0 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 PROVEN Wealth 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.
PROVEN Wealth Tech Stack and Enterprise Applications
PROVEN Wealth ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ERI | Legacy | ERI OLYMPIC Banking System | Core Banking | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023 PROVEN Wealth expanded deployment of ERI OLYMPIC Banking System as part of a Proven Group initiative to standardize Core Banking across multiple Caribbean entities. The rollout covers three group entities, PROVEN Bank Cayman Ltd formerly Fidelity Bank Cayman Limited, PROVEN Bank Saint Lucia Ltd formerly Boslil Bank, and PROVEN Wealth Cayman Ltd formerly International Financial Planning Ltd, positioning ERI OLYMPIC Banking System as the primary core platform for the group.
The ERI OLYMPIC Banking System implementation includes existing modules in use by PROVEN Wealth such as client on-boarding, credits, corporate actions, funds, client reporting, treasury, REPO and accounting, and extends the footprint with new modules for CRM, e-banking and portfolio management system functionality. New interfaces are being developed alongside the core modules, and bespoke compliance and risk assessing tools are part of the scope to support KYC and KYT processes.
Operationally the project is structured as a multi-entity Core Banking consolidation to support expansion of private banking, retail banking and wealth management activities across the Caribbean. The program is intended to standardize IT infrastructure and operational processes across the group while enabling shared services and an integrated transaction and reporting backbone.
Governance and business process workstreams accompany the technical deployment as part of a group rebranding and business structure transformation, establishing standardized workflows and control points under a single platform. Explicitly stated benefits include standardized processes, lower total cost of ownership, streamlined operations, reduced risks and improved cost effectiveness along with an anticipated elevated and more personalized customer experience.
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PROVEN Wealth Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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Collaboration | Collaboration |
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2022 | 2022 |
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PROVEN Wealth CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2019 | 2019 |
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Tag Management | CRM |
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2023 | 2023 |
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PROVEN Wealth 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at PROVEN Wealth
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by PROVEN Wealth Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||