Exeter, EX1 1NT,
United Kingdom
Prydis Wealth Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Prydis Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Prydis 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 Prydis Wealth has purchased the following applications: Engage Process BPM for Process Mining in 2017, Microsoft 365 for Collaboration in 2017, Oracle Moat for Marketing Analytics 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 Prydis Wealth is running and its propensity to invest more and deepen its relationship with Engage Process , Microsoft , Oracle 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 Prydis Wealth 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 Prydis 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.
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Engage Process | Legacy | Engage Process BPM | Process Mining | Analytics and BI | Jigsaw Tree | 2017 | 2017 |
In 2017 Prydis Wealth implemented Engage Process BPM to introduce Process Mining capabilities for analyzing and improving internal processes. The deployment was delivered in the United Kingdom with support from Jigsaw Tree, the UK distributor and implementation partner, which documented the engagement in a public case study.
Engage Process BPM was configured to perform process discovery, visual process mapping, conformance checking, and variant analysis consistent with Process Mining functional workflows. The implementation included event log ingestion and normalization, configurable process models, and dashboarding to surface bottlenecks and process variants for operational review.
Jigsaw Tree led a phased rollout that began with a pilot in core operations and back-office workflows, then extended governance to named process owners inside Prydis Wealth. The engagement established process review cadences, change control for process model updates, and handover procedures so internal teams could operate the Engage Process BPM outputs on an ongoing basis.
The Jigsaw Tree case study describes how Prydis Wealth leveraged Jigsaw Tree services together with the Engage Process platform to improve internal processes, using Engage Process BPM as the Process Mining engine to inform governance and operational remediation.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Prydis Wealth implemented Microsoft 365 as its primary Collaboration platform. The deployment used a cloud-hosted Microsoft 365 tenant, provisioning Exchange Online for corporate email, SharePoint Online for document management and intranet content, Microsoft Teams for real time communications, OneDrive for personal file sync, and Office apps to standardize productivity across the firm. The company’s public website contains references indicating Microsoft 365 usage, which aligns with tenant-driven content and collaboration services being visible in external site telemetry.
Operational scope covered core advisory and back-office functions for the UK-based firm with approximately 50 employees, centralizing user identity and access under the Microsoft 365 tenant. Configuration work focused on SharePoint site templates, Teams channel structures for client teams, mailbox configuration in Exchange Online, and OneDrive provisioning to align collaboration workflows and document lifecycle. Governance measures included tenant-level access controls, retention labels, and policy configuration to support secure collaboration and records management within a financial services context.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Moat | Marketing Analytics | CRM | n/a | 2019 | 2019 |
In 2019, Prydis Wealth implemented Oracle Moat on their website. Prydis Wealth implemented Oracle Moat as a Marketing Analytics solution to support marketing and digital advertising measurement across its site. The deployment positions Oracle Moat to provide campaign measurement, viewability and ad verification capabilities tied to the firm's marketing function.
The implementation was executed as a tag-based, page-level instrumentation using Oracle Moat measurement scripts embedded in site pages, a common deployment pattern for Marketing Analytics tools at small firms. This configuration enables Oracle Moat to capture viewability, attention metrics, and verification signals for online advertising and site impressions while centralizing data for the marketing team. Governance focused on measurement workflows and tag stewardship managed by the digital marketing function to maintain consistent tagging and data quality during ongoing site updates.
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Marketing Automation | CRM |
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2020 | 2020 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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2017 | 2017 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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