RWC Partners
Verde 10 Bressenden Place,
London, SW1E 5DH,
United Kingdom
London, SW1E 5DH,
United Kingdom
44 20 7227-6000
Banking and Financial Services
RWC Partners Technographics
RWC Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RWC Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 RWC Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RWC Partners has purchased the following applications: DocuSign eSignature for Digital Signing in 2021, Salesforce Pardot for Marketing Automation in 2021, Charles River IMS - Portfolio Management for Portfolio and Investment Management 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 RWC Partners is running and its propensity to invest more and deepen its relationship with DocuSign , Ceros , 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 RWC Partners revenues, which have grown to $94.0 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 RWC Partners 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.
RWC Partners Tech Stack and Enterprise Applications
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, RWC Partners implemented DocuSign eSignature as a Digital Signing capability on their website. The deployment embeds DocuSign eSignature to enable electronic signature and document execution workflows directly through the public-facing site, orchestrating authenticated signing sessions and on-screen agreement completion. DocuSign eSignature is used to present, route, and capture client signatures within web-driven engagement flows, providing timestamped audit trails for each executed document.
Configuration focuses on standard Digital Signing constructs such as reusable signing templates, recipient routing rules, authentication controls, envelope management, and audit logs to support compliance and record retention. Operational coverage centers on client-facing business functions including onboarding and agreement execution, with governance processes expected to involve legal and client services for template approval and signature policy enforcement. The implementation ties the website front-end to DocuSign eSignature services to host signing sessions and maintain tamper-evident execution records.
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021 RWC Partners implemented Salesforce Pardot on their website to establish Marketing Automation capabilities for their marketing and demand generation function. RWC Partners is a United Kingdom based Banking and Financial Services firm with approximately 120 employees, and Salesforce Pardot was provisioned as the primary Marketing Automation application to capture and nurture prospects from digital channels.
The implementation concentrates on website-based prospect tracking and form capture, email campaign orchestration, and automated nurture workflows using Salesforce Pardot. Configuration uses standard Marketing Automation constructs such as prospect scoring, segmentation logic, automation rules, and tracking code deployed across site pages to feed campaign workflows and lifecycle states.
Operational scope is centered on the marketing organization and website channels within the UK, with Pardot driving digital acquisition workflows and campaign execution. Governance emphasizes marketing operations controls including user role segmentation, campaign taxonomy, and automated routing of prospects into defined follow up workflows, with Salesforce Pardot integrated on the public site to capture behavioral signals and trigger orchestration across email and nurture campaigns.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Charles River Development | Legacy | Charles River IMS - Portfolio Management | Portfolio and Investment Management | Investment Management | n/a | 2019 | 2019 |
In 2019, RWC Partners implemented Charles River IMS - Portfolio Management to centralise and streamline its front to middle office investment processes in London. The deployment targeted consolidation of nine portfolio management desks onto a single platform within the Portfolio and Investment Management category, aligning portfolio management, trading, compliance, and operations on one system.
The implementation leveraged Charles River’s Investment Book of Record, IBOR, and Enterprise Data Management, EDM, capabilities as primary functional modules to provide a unified data foundation. Charles River IMS - Portfolio Management was configured to deliver position and cash consistency, and to support institutional portfolio management workflows used by portfolio managers and traders.
Operational coverage explicitly included portfolio managers, traders, compliance teams, and operational staff, with the centralised platform intended to remove siloed desk workflows. Data flows were consolidated through the IBOR and EDM capabilities to enable consistent management of positions and cash across front and middle office processes.
Governance changes focused on eliminating manual workflows and improving data accuracy to reduce operational risk and costs, outcomes stated by RWC leadership. The implementation emphasized timely and accurate information for real time investment decision making, using Charles River’s IBOR and EDM as the data control points for front office use.
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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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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2014 | 2014 |
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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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at RWC Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by RWC Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from RWC Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the RWC Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD RWC Partners Technographics
RWC Partners is a Banking and Financial Services organization based in United Kingdom,
with around 120 employees and annual revenues of $94.0 million.
RWC Partners operates a diverse technology stack with applications such as
DocuSign eSignature, Salesforce Pardot and Charles River IMS - Portfolio Management,
covering areas like Digital Signing, Marketing Automation and Portfolio and Investment Management.
RWC Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as DocuSign, Salesforce and Charles River Development.
RWC Partners recently adopted applications including
DocuSign eSignature in 2021, Salesforce Pardot in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of RWC Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates RWC Partners’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 RWC Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.