Sanlam Investments
55 Willie van Schoor Avenue,
Bellville, 7530,
South Africa
Bellville, 7530,
South Africa
27 21 950 2500
Banking and Financial Services
Sanlam Investments Technographics
Sanlam Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sanlam Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Sanlam Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sanlam Investments has purchased the following applications: Oracle JD Edwards EnterpriseOne for ERP Financial in 2018, Microsoft SharePoint for Enterprise Content Management in 2017, Doxim Striata Digital Customer Communication for Customer Engagement in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sanlam Investments is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Doxim 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 Sanlam Investments revenues, which have grown to $500.0 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 Sanlam Investments 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.
Sanlam Investments Tech Stack and Enterprise Applications
Sanlam Investments ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle JD Edwards EnterpriseOne | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Sanlam Investments implemented Oracle JD Edwards EnterpriseOne. Oracle JD Edwards EnterpriseOne was deployed to address core finance and accounting requirements under the ERP Financial category for Sanlam Investments' South Africa operations.
The implementation concentrated on standard ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, fixed asset management, multicurrency accounting, and statutory financial reporting. Configuration work emphasized a standardized chart of accounts, period close automation, intercompany accounting controls, and batch-driven financial reporting workflows consistent with enterprise financial process automation.
Deployment architecture was organized as a centralized ERP instance supporting corporate transactional finance processes, while the firm maintained a separate web footprint hosted on Amazon EC2 for external site delivery. The Oracle JD Edwards EnterpriseOne environment was structured to coexist with the EC2-hosted website, keeping customer-facing web services and internal financial systems separated in operational design.
Operational scope covered finance, treasury, tax, and financial reporting teams across the organization, with governance instituted around centralized process ownership and role-based access controls within Oracle JD Edwards EnterpriseOne. Rollout followed a phased, finance-cycle-aligned approach to minimize disruption to month-end and statutory close activities.
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Sanlam Investments Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft SharePoint | Enterprise Content Management | Content Management | n/a | 2017 | 2017 |
In 2017, Sanlam Investments implemented Microsoft SharePoint as an Enterprise Content Management solution. The deployment is used on their website to manage public web content and to provide a consolidated content repository for corporate documents and published materials.
Microsoft SharePoint was configured to provide web content management, document libraries with metadata and search, role based access controls, and content publishing and approval workflows. The implementation leverages SharePoint capabilities for versioning, records classification, and enterprise search to support content discoverability and compliance across published and internal assets.
The environment supports marketing and communications for the public site and provides collaboration and document management for investment teams and corporate functions. The architecture separates public site collections from internal collaboration sites using site templates, managed metadata, and permission boundaries to maintain content segregation and governance.
Governance is oriented around content lifecycle enforcement, content stewardship, and approval workflows that align with web content management practices and document retention policies. Operational processes emphasize controlled publishing, role based authoring and review, and centralized search and taxonomy to maintain consistent content management across the Sanlam Investments website and internal document stores.
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Sanlam Investments CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Doxim | Legacy | Doxim Striata Digital Customer Communication | Customer Engagement | CRM | n/a | 2022 | 2022 |
In 2022, Sanlam Investments deployed Doxim Striata Digital Customer Communication as part of its Customer Engagement tooling. The Doxim Striata Digital Customer Communication implementation is surfaced on the Sanlam Investments website and is used to manage digital customer correspondence and document delivery workflows.
The deployment centers on web-based delivery of secure, personalized communications consistent with Customer Engagement platforms, including digital correspondence, interactive document rendering, and e-delivery capabilities that support statements, notifications, and client-facing communications. Operational coverage is focused on digital channels and customer service touchpoints in South Africa, aligning the application with customer communications and client statement delivery business functions. Governance and template controls are organized to support compliance and corporate communications workflows, ensuring consistent content, consent management, and auditability for customer-facing messages.
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Customer Experience | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sanlam Investments EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2019 | 2019 |
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Sanlam Investments ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2022 | 2022 |
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Sanlam Investments Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Risk Management | Investment Management |
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2012 | 2012 |
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Sanlam Investments 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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Digital Workspace | IaaS |
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2015 | 2015 |
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Sanlam Investments 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Sanlam Investments
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Information Technology Service Delivery Manager | Manager | IT | |
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Information Technology Operations Manager | Manager | IT | |
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Head of IT Operations | Director | IT | |
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Apps Being Evaluated by Sanlam Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sanlam Investments IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sanlam Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Sanlam Investments Technographics
Sanlam Investments is a Banking and Financial Services organization based in South Africa,
with around 2000 employees and annual revenues of $500.0 million.
Sanlam Investments operates a diverse technology stack with applications such as
Oracle JD Edwards EnterpriseOne, Microsoft SharePoint and Doxim Striata Digital Customer Communication,
covering areas like ERP Financial, Enterprise Content Management and Customer Engagement.
Sanlam Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Doxim.
Sanlam Investments recently adopted applications including
Doxim Striata Digital Customer Communication in 2022, Atlassian Jira Service Desk in 2022 and AdRoll in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sanlam Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Sanlam Investments’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 Sanlam Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.