London, x, EC4V 4BE,
United Kingdom
Saffery Champness Technographics
Saffery Champness Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Saffery Champness and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Saffery Champness employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Saffery Champness has purchased the following applications: DocuSign eSignature for Digital Signing in 2021, dotdigital Engagement Cloud for Customer Engagement in 2017, ServiceNow ITSM for IT Service Management in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Saffery Champness is running and its propensity to invest more and deepen its relationship with Docusign , dotdigital , ServiceNow 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 Saffery Champness revenues, which have grown to $100.0 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 Saffery Champness 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.
Saffery Champness Tech Stack and Enterprise Applications
Saffery Champness 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, Saffery Champness deployed DocuSign eSignature as a Digital Signing solution on its public website. The implementation places DocuSign eSignature at the front end of client engagement workflows to capture legally binding signatures and standardize online document execution for external-facing processes.
The deployment uses embedded signing and envelope management patterns common to Digital Signing platforms, with configuration of eSignature workflows, document templates, recipient authentication options, and audit trails. Configuration focused on web-based signing flows and template-driven documents to minimize manual handling and to enforce consistent routing and signing order for multi-party agreements.
Integration work centered on embedding DocuSign eSignature into the corporate website user experience, enabling server-side envelope creation and status callbacks through standard API patterns to support document lifecycle events. Operational coverage is client-facing for contract execution and onboarding workflows, aligning signature capture with established client communication channels.
Governance was oriented around standardized signing workflows, record retention through the platform audit log, and role-based signer definitions to support compliance and traceability. The narrative reflects Saffery Champness DocuSign eSignature Digital Signing use for web-based client signature capture and document orchestration.
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Saffery Champness CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| dotdigital | Legacy | dotdigital Engagement Cloud | Customer Engagement | CRM | n/a | 2017 | 2017 |
In 2017, Saffery Champness deployed dotdigital Engagement Cloud as a Customer Engagement application on its public website. The implementation targeted site-level engagement for the UK-based banking and financial services firm, instrumenting web forms and on-site tracking to capture prospect and client interactions for a firm of roughly 700 employees.
The deployment of dotdigital Engagement Cloud emphasized core marketing automation and engagement capabilities, including email campaign management, contact segmentation, automated nurture workflows, and web form delivery. Configuration focused on template-driven campaigns, behavioral triggers based on site activity, and subscriber list management that supports campaign orchestration and content personalization common to Customer Engagement platforms.
Operational ownership was assigned to marketing and digital teams, who managed consent, suppression lists, campaign scheduling, and audience segmentation within dotdigital Engagement Cloud. The rollout remained web-focused, embedding engagement touchpoints on saffery.com to support client communications and lead capture across the firm’s UK web estate, and governance workflows were established for campaign approvals and list hygiene.
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Saffery Champness ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ServiceNow | Legacy | ServiceNow ITSM | IT Service Management | ITSM | n/a | 2023 | 2023 |
In 2023, Saffery Champness implemented ServiceNow ITSM. The deployment surfaces ServiceNow ITSM on the corporate website to provide a centralized self-service portal and ticketing interface supporting internal employees across the firm.
The implementation focuses on core IT Service Management capabilities, including incident management, problem management, change management, service catalog, knowledge management, and a configuration management database. Workflows and automation were configured to standardize ticket routing, request fulfillment, and SLA enforcement, while the service portal was customized for role-based access and guided request experiences.
Operationally the ServiceNow ITSM rollout targets IT operations and the service desk function across the 700-employee organization within the Banking and Financial Services context. The solution is presented via the firm website to enable staff self-service and to centralize service requests and knowledge delivery.
Governance was structured around ITSM process ownership, formalized ticket lifecycle policies, and change governance to align operational procedures with the ServiceNow ITSM platform. The narrative emphasizes ServiceNow ITSM as the firm's IT Service Management backbone for incident and request orchestration, knowledge-driven support, and standardized change control.
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Saffery Champness 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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Saffery Champness 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Saffery Champness
Apps Being Evaluated by Saffery Champness Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||