Cape Town, 7530,
South Africa
Sanlam Private Wealth Technographics
Sanlam Private Wealth Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sanlam Private Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 310 Sanlam Private Wealth 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 Private Wealth has purchased the following applications: Scorebuddy Call Center Quality Assurance for Workforce Management in 2025, Slack Connect for Collaboration in 2022, Microsoft SharePoint for Enterprise Content Management in 2015 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 Private Wealth is running and its propensity to invest more and deepen its relationship with Scorebuddy , Salesforce , Microsoft 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 Private Wealth revenues, which have grown to $30.0 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 Private Wealth 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 Private Wealth Tech Stack and Enterprise Applications
Sanlam Private Wealth HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Scorebuddy | Legacy | Scorebuddy Call Center Quality Assurance | Workforce Management | HCM | n/a | 2025 | 2025 |
In 2025, Sanlam Private Wealth implemented Scorebuddy Call Center Quality Assurance in its client resolution and contact centre operations in South Africa. The deployment is categorized as Workforce Management and targeted standardization of quality assurance practices to increase consistency across teams and support higher customer satisfaction scores. Sanlam Private Wealth used the implementation to centralize QA governance for client-facing contact workflows within its insurance operations.
The implementation leveraged Scorebuddy Call Center Quality Assurance scorecards and analytics capabilities to codify evaluation criteria and create a single source of truth for agent assessments. Configuration work focused on role-based scorecards for client resolution agents, evaluation workflows for coaching and calibration, and dashboarding to surface trends for quality managers. These functional modules established repeatable QA cycles and automated parts of the evaluator workflow consistent with Workforce Management practices.
Operational scope covered the client resolution department and broader contact centre operations in South Africa, with governance changes to embed standardized QA processes, regular evaluator calibration, and structured review cadences. Business functions impacted included contact centre quality assurance, agent coaching, and frontline customer service management. The program was positioned to increase consistency across teams and to boost CSAT through analytics-driven feedback and standardized scorecard assessments.
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Sanlam Private Wealth Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
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Sanlam Private Wealth Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft SharePoint | Enterprise Content Management | Content Management | n/a | 2015 | 2015 |
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Sanlam Private Wealth CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2014 | 2014 |
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Sanlam Private Wealth Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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Sanlam Private Wealth 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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2020 | 2020 |
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Digital Workspace | IaaS |
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2014 | 2014 |
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Sanlam Private Wealth CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Sanlam Private Wealth
Apps Being Evaluated by Sanlam Private Wealth Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||