London, EC4V 4AB,
United Kingdom
Quilter Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Quilter and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3005 Quilter employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Quilter has purchased the following applications: Workday Financial Management for ERP Financial in 2021, Workday HCM for Core HR in 2021, Databricks SQL for AI Database in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Quilter is running and its propensity to invest more and deepen its relationship with Workday , Databricks , Mitel 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 Quilter revenues, which have grown to $5.10 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 Quilter 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.
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ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Oracle JD Edwards EnterpriseOne | Workday Financial Management | ERP Financial | ERP Financial Management | n/a | 2021 | 2021 |
In 2021 Quilter implemented Workday Financial Management, an ERP Financial application that replaced Oracle JD Edwards EnterpriseOne as the group general ledger platform. The deployment targeted consolidation of statutory and regulatory reporting across 50 legal entities and five distinct financial adviser businesses within the Quilter Financial Planning umbrella, and the implementation work was completed in November 2021.
The Workday Financial Management deployment focused on core finance capabilities, centralizing the general ledger while bringing payroll and accounts payable into the Group prior to the GL transition. Configuration and testing activities were led by the Group Financial Controller, who authored the business requirements document and managed acceptance testing, and the design included automation of data feeds from core commission systems to improve transactional data quality.
Integrations explicitly included automated feeds from the organization s commission platforms into Workday Financial Management, and the operational scope covered five regional finance teams in the UK plus a newly recruited shared accounting service team of 20 based at headquarters. Business functions impacted included statutory and regulatory reporting, payroll processing, accounts payable, and group finance operations across Quilter s business units.
Governance and process change accompanied the technical rollout, with scoping and implementation of a new risk and control framework and centralized payroll and AP processes implemented ahead of the GL cutover. The Workday Financial Management implementation resulted in improved data throughout the business and a reported 10 percent reduction in headcount as an explicit outcome.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Oracle JD Edwards EnterpriseOne HCM | Workday HCM | Core HR | HCM | n/a | 2021 | 2021 |
In 2021 Quilter implemented Workday HCM as a Core HR solution, replacing Oracle JD Edwards EnterpriseOne HCM and targeting integration of HR and finance processes across all Quilter businesses. The deployment consolidated personnel and payroll accounting governance under a single cloud-based HCM platform to align HR and finance data models.
Workday HCM was configured to support Core HR functionality and payroll accounting workflows, with configuration workstreams focused on employee records, position and organizational data, and payroll cost accounting mappings. The implementation emphasized accurate data mapping and transformation from Oracle JD Edwards EnterpriseOne HCM to Workday HCM to preserve payroll accounting continuity.
Operational coverage included HR, payroll and finance teams across Quilter businesses, enabling payroll accounting entries to flow into consolidated finance processes. Integrations were constructed to link Workday HCM payroll outputs with Quilter finance processes and accounting ledgers, with data translation layers and mapping rules established during the migration.
Governance relied on subject matter experts embedded in planning and rollout phases, the payroll accounting SME led mapping validation and process redesign for payroll accounting and reporting. The SME role enforced data validation checkpoints and configuration sign-off during cutover from Oracle JD Edwards EnterpriseOne HCM to Workday HCM.
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Payroll | HCM |
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2021 | 2021 |
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Databricks | Legacy | Databricks SQL | AI Database | AI Development | n/a | 2014 | 2014 |
In 2014 Quilter implemented Databricks SQL as its AI Database to establish a unified analytical and data engineering platform supporting enterprise analytics and ingestion workflows. Subsequent operational detail from the lead data engineer describes an evolution of the Databricks SQL deployment into a managed Delta Lake architecture hosted on Azure, with formalized platform capabilities for structured query, cataloging, and operational workloads.
The Databricks SQL implementation was extended with managed Delta Lake and Unity Catalog, and the environment was configured to leverage Databricks Workflows for job orchestration. Core functional capabilities implemented include Autoloader for streaming ingest, Databricks Volumes for data access patterns, Databricks Asset Bundles for code artifacts, and CI/CD pipelines in Azure DevOps to automate deployment of notebooks and job definitions.
Integration work documented by the lead data engineer includes migration from on premises Microsoft SQL Server to Databricks on Azure, and refactoring of Azure Data Factory pipelines into a metadata driven multi purpose ingest and extract framework. The ADF orchestration was integrated with the Databricks API and Databricks Workflows to centralize job scheduling and data movement, with the Data Engineering organization operating as the primary business function responsible for runbook and pipeline ownership.
Governance and process restructuring centered on Unity Catalog based data governance and a CI/CD model using Azure DevOps, enabling artifact versioning and repeatable Databricks deployments. The implementation narrative emphasizes modular ETL refactoring onto Databricks Workflows and metadata driven orchestration as the primary changes to operational processes and platform governance.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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PBX, VoiP and Phone Systems | Collaboration |
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2019 | 2019 |
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PBX, VoiP and Phone Systems | Collaboration |
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2019 | 2019 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2022 | 2022 |
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Digital Asset Management | Content Management |
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2020 | 2021 |
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Web Content Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Brand Management | CRM |
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2020 | 2021 |
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Call Center | CRM |
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2019 | 2019 |
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Call Tracking and Recording | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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Incident Management | ITSM |
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2023 | 2023 |
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2017 | 2017 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM and Investor Relationship Management | Investment Management |
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2022 | 2023 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Procurement | Procurement |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Treasury Management | TRM |
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2018 | 2018 |
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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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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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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2016 | 2016 |
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Security Orchestration, Automation, and Response (SOAR) | CyberSecurity |
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2023 | 2023 |
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Threat Modeling | CyberSecurity |
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2022 | 2022 |
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