AI Buyer Insights:

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Qtrade Financial Group Tech Stack and Enterprise Applications

Qtrade Financial Group Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Power BI Analytics and BI Analytics and BI n/a 2016 2018
In 2016, Qtrade Financial Group implemented Microsoft Power BI as its core Analytics and BI platform. Requirements gathering produced SSRS reports and interactive dashboard reports designed to support critical business decisions and to feed the Power BI reporting layer. The implementation established a dimensional model and data warehouse design using Kimball methodologies and a star schema. Developers created SSIS packages to load dimensions and fact tables based on complex business requirements, and supported SSAS cubes to calculate complex measures, while Microsoft Power BI delivered interactive dashboards and self-service reporting. The technical environment included MS SQL Server 2008 and 2014, Oracle, SSIS 2008, Visual Studio 2008 and 2013, and Power BI, with ETLs aggregating data from different databases, systems and a reporting database. A data warehouse migration from SQL 2008 to SQL 2014 was performed, and SSIS packages, SSRS reports, and SSAS cubes were migrated to the updated platform to align with the Microsoft Power BI layer. Operational governance emphasized analysis of data issues, root cause identification and modification of affected data, and documentation of all new or modified BI systems, applications and programs. The effort centralized dimensional models, automated ETL pipelines, and established documented processes for change control and ongoing support of Analytics and BI reporting and decision support.
Qtrade Financial Group Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
In 2018, Qtrade Financial Group implemented Microsoft 365 as its Collaboration platform. The deployment established a centrally managed Microsoft 365 tenant to provide email, document collaboration, and unified communications for the organization. Microsoft 365 components deployed include Exchange Online for corporate email, SharePoint Online and OneDrive for Business for document management and records, Microsoft Teams for meetings and real-time collaboration, and Office desktop and web apps for knowledge work. These modules support core Collaboration functions such as messaging, team channels, file coauthoring, and meeting orchestration. The full application name Microsoft 365 is surfaced across employee portals and productivity workflows. Operational coverage extended across Qtrade's Canadian operations and corporate functions, supporting client service, operations, and administrative teams with role based access and centralized administration. Governance practices centered on tenant level administration, standardized user provisioning workflows, and identity and access controls to align Collaboration usage with internal policy. The rollout consolidated messaging and document management under Microsoft 365 across departments. Microsoft 365 is surfaced on the corporate website for authenticated employee access and collaboration, with tenant hosted documentation and governance controls used to manage permissions and content lifecycle for the Collaboration environment.
Qtrade Financial Group Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Experience Manager Digital Asset Management Content Management n/a 2020 2020
In 2020, Qtrade Financial Group deployed Adobe Experience Manager for Digital Asset Management on its customer-facing website. The implementation positions Adobe Experience Manager as the primary Digital Asset Management platform supporting web content, marketing creative assets, and channel-ready digital files. The Adobe Experience Manager configuration emphasizes a centralized asset repository, a structured metadata taxonomy, automated image and video rendition generation, and version control to manage asset lifecycle. Ingestion, tagging, and approval workflows were configured to align with marketing operations and web publishing processes, using standardized asset states and audit trails. Operational coverage is concentrated on the corporate website and associated digital channels, with day-to-day users in marketing and web operations consuming and publishing assets through Adobe Experience Manager. The deployment is instrumented into the site content delivery pipeline so assets are delivered in web-optimized formats and managed alongside page content. Governance was implemented with role based access controls, assigned asset ownership, and formalized approval steps to enforce content compliance and release cadence. Search and metadata governance practices were introduced to improve discoverability and reduce redundant asset creation across teams.
Qtrade Financial Group CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Analytics CRM 2016 2016
Marketing Analytics CRM 2019 2019
Qtrade Financial Group PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2020 2020
Qtrade Financial Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2023 2023
Qtrade Financial Group CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Application Firewalls (WAF) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at Qtrade Financial Group

First Name Last Name Title Function Department Email Phone
VP, Business Solutions & Transformation VP IT
Manager, Business Intelligence and Analytics Manager IT
Vice President, Finance & Strategic Analytics VP Finance

Apps Being Evaluated by Qtrade Financial Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Qtrade Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Qtrade Financial Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Qtrade Financial Group Technographics
Qtrade Financial Group is a Banking and Financial Services organization based in Canada, with around 250 employees and annual revenues of $35.0 million.
Qtrade Financial Group operates a diverse technology stack with applications such as Microsoft Power BI, Microsoft 365 and Adobe Experience Manager, covering areas like Analytics and BI, Collaboration and Digital Asset Management.
Qtrade Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Adobe Systems.
Qtrade Financial Group recently adopted applications including Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and Adobe Experience Manager in 2020, highlighting its ongoing modernization strategy.
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Our research team continuously updates Qtrade Financial Group’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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