London, EC2Y 5AU,
United Kingdom
Schroders Technographics
Schroders Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Schroders and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6071 Schroders employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Schroders has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2019, Oracle Cloud HCM Absence Management for Absence and Leave Management in 2015, Temenos T24 for Core Banking 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 Schroders is running and its propensity to invest more and deepen its relationship with Oracle , PureFacts , Mercer 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 Schroders revenues, which have grown to $3.21 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 Schroders 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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Schroders Tech Stack and Enterprise Applications
Schroders ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Oracle E-Business Suite | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2019 | 2020 |
In 2019 Schroders initiated the Finance Reporting and Costs Strategy (FRCS) Programme, running from January 2019 to February 2020, to upgrade from Oracle E-Business Suite to Oracle Cloud ERP. The work concentrated in the Cost Work Stream and was staffed with an Oracle Fusion Functional Consultant role to implement Oracle Cloud ERP in the ERP Financial category across Schroders finance operations.
The implementation covered functional configuration and testing for Requisition to Pay R2P, Record to Report R2R, and Invoice to Cash I2C process areas, with responsibilities to provide functional expertise, produce test plans and use cases, and develop reports and training materials. Functional analysis was performed to inform configuration decisions and to feed integration specifications used during build and test cycles.
Data migration and integration activities were a defined part of the programme, including data cleansing and data mappings to transition financial master and transactional data into Oracle Cloud ERP and Oracle Fusion components. The narrative documents the role of functional specifications as inputs into integration design, indicating an architecture that consolidated transaction processing and financial reporting in Oracle Fusion while coordinating interface requirements with surrounding systems.
Governance and process transformation included Target Operating Model development to align finance, procurement, accounts receivable, cost management, and reporting workflows to the new Oracle Cloud ERP capabilities. The consultant role combined configuration, testing, data migration support, and training collateral production to support programme rollout and sustainment in Schroders finance organization.
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Expense Management | ERP |
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2019 | 2019 |
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Subscription and Recurring Billing | ERP |
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2013 | 2014 |
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Schroders HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud HCM Absence Management | Absence and Leave Management | HCM | n/a | 2015 | 2015 |
In 2015, Schroders implemented Oracle Cloud HCM Absence Management to standardize absence and leave workflows as part of a broader Oracle Human Capital Management Cloud program. The implementation targeted Absence and Leave Management capabilities alongside talent, performance, and compensation processes to support global HR operations across the firm.
The Oracle Cloud HCM Absence Management deployment was configured to support absence approvals within email, automated leave recording, and linkages between absence data and performance and compensation records. The deployment also centralized talent review and performance modules to enable collaborative document editing, faster goal and review completion, and consolidated reporting so a single report could cover performance, goals, talent, and compensation rather than multiple fragmented outputs.
Operational integration included a direct integration of Oracle Recruiting Cloud Service with Oracle E-Business Suite so new hire data is automatically uploaded to create employment records, eliminating manual data entry. The rollout covered global teams and recruiting activity across 28 countries, supporting roughly 300 new recruits per year and enabling global talent reviews across about 4,000 staff. Schroders engaged Oracle Platinum Partner Certus Solutions as the implementation partner, using an iterative delivery model with on-site workshops, webinars, and global calls to validate configuration against regional requirements.
Governance was adjusted to align HCM product upgrades to the business cycle and to simplify approval workflows, increasing usability for managers and employees. Outcomes documented by Schroders include a 3 to 4 percent increase in performance review completion rates and an overall talent review completion rate of 97 percent, elimination of manual extraction and analysis processes, and the first ability to deliver consistent, global talent reports that combine absence, performance, and compensation data for informed management decisions.
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Benefits Administration | HCM |
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2020 | 2020 |
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Compensation Management | HCM |
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2019 | 2020 |
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Core HR | HCM |
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2019 | 2020 |
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Payroll | HCM |
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2015 | 2015 |
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Performance and Goal Management | HCM |
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2019 | 2020 |
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Recruiting, Applicant Tracking System | HCM |
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2019 | 2020 |
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Recruiting, Applicant Tracking System, Candidate Relationship Management | HCM |
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2015 | 2015 |
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Succession and Leadership Planning | HCM |
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2019 | 2020 |
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Talent Management | HCM |
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2019 | 2020 |
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Talent Sourcing, Talent Management | HCM |
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2019 | 2019 |
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Schroders ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Temenos | Legacy | Temenos T24 | Core Banking | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 Schroders deployed Temenos T24 as its Core Banking application. The deployment focused on strengthening client onboarding and account management workflows within Schroders London operations while coordinating account provisioning with the Service Centre in Zurich, impacting Front Office client services, compliance, and operations teams.
Temenos T24 was configured to capture client static data, create account and entity types, and record investment restrictions, tax attributes and MiFID client classification. The implementation included data models and structured fields to correctly link individuals, trusts and corporate entities to partner types and to associate relevant third parties, enabling consistent post account opening checks and formal record-keeping of client documentation in Temenos T24.
Operational connectivity and screening were integrated into the onboarding flow, with Document Control teams in London using Dow-Jones Factiva, Dow-Jones Risk Centre and LexisNexis to perform CDD and enhanced due diligence, and feeding those results into Temenos T24 workflows for remediation tracking. Coordination with the Service Centre in Zurich established a cross-site handoff for account setup and validation, aligning Front Office remediations, client agreement updates and tax form captures inside the core system.
Governance was formalized around static data stewardship, KYC and tax regimes including Qualified Intermediary requirements, and escalation rules for high risk clients. Document Control and client services teams advised Front Office executives on onboarding queries and developed systems to capture required client data earlier, which reduced account opening times while positioning Temenos T24 as the canonical store for onboarding data, investment restrictions and compliance attributes.
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Schroders AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Chatbots and Conversational AI | AI-Powered Application |
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2019 | 2019 |
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Schroders Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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Analytics and BI | Analytics and BI |
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2014 | 2014 |
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Schroders Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2015 | 2015 |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Schroders 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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2020 | 2020 |
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Digital Asset Management | Content Management |
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2019 | 2020 |
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Web Content Management | Content Management |
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2019 | 2019 |
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Schroders CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2010 | 2010 |
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Customer Experience | CRM |
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2014 | 2014 |
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Customer Experience | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | 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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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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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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2018 | 2018 |
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Schroders EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2014 | 2014 |
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Financial Consolidation and Close | EPM |
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2010 | 2011 |
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Financial Consolidation and Close | EPM |
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2014 | 2014 |
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Schroders ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Lifecycle Management | ITSM |
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2017 | 2017 |
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Application Performance Management | ITSM |
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2019 | 2019 |
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Application Performance Management | ITSM |
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2016 | 2016 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2019 | 2019 |
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Schroders Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Accounting Book of Record (ABOR) | Investment Management |
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2008 | 2008 |
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Asset and Wealth Management | Investment Management |
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2012 | 2013 |
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Asset and Wealth Management | Investment Management |
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2019 | 2020 |
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Collateral Management | Investment Management |
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2015 | 2016 |
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Investment Book of Record (IBOR) | Investment Management |
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2016 | 2017 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2017 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2010 | 2011 |
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Portfolio and Investment Management | Investment Management |
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2011 | 2012 |
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Portfolio and Investment Management | Investment Management |
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2019 | 2019 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2009 | 2010 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2014 | 2014 |
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Portfolio and Investment Risk Management | Investment Management |
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2011 | 2012 |
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Trade Order Management System (TOMS) | Investment Management |
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2016 | 2016 |
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Trading Platform | Investment Management |
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2013 | 2014 |
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Trading Platform | Investment Management |
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2013 | 2013 |
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Transfer Agency | Investment Management |
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2001 | 2001 |
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Transfer Agency | Investment Management |
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2008 | 2008 |
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Transfer Agency | Investment Management |
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2012 | 2013 |
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Transfer Agency | Investment Management |
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2017 | 2017 |
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Schroders Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2012 | 2012 |
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Procurement | Procurement |
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2019 | 2019 |
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Supplier Relationship Management | Procurement |
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2012 | 2012 |
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Schroders TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2009 | 2010 |
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Risk Management | TRM |
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2013 | 2013 |
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Treasury Management | TRM |
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2012 | 2012 |
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Treasury Management | TRM |
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2009 | 2010 |
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Treasury Management | TRM |
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2019 | 2020 |
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Schroders PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2020 | 2020 |
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Schroders 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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2022 | 2022 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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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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2022 | 2022 |
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Schroders 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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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Schroders
Apps Being Evaluated by Schroders Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-02-16 | Schroders | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2026-02-09 | Schroders | Evaluated | FactSet | FactSet Vermilion Reporting Suite | Asset and Wealth Management | Investment Management |
| 2026-01-22 | Schroders | Evaluated | Temenos | Temenos T24 | Core Banking | ERP Services and Operations |
| 2025-11-26 | Schroders | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2025-08-29 | Schroders | Evaluated |
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Core Banking | ERP Services and Operations |
| 2025-08-15 | Schroders | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2025-07-25 | Schroders | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2025-07-14 | Schroders | Evaluated |
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Core Banking | ERP Services and Operations |
| 2025-06-20 | Schroders | Evaluated |
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AML, Fraud and Compliance | TRM |
| 2025-05-12 | Schroders | Evaluated |
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Trading Platform | Investment Management |