St. James's Place
1 Tetbury Road,
Cirencester, GL7 1FP,
United Kingdom
Cirencester, GL7 1FP,
United Kingdom
44 12 8564-0302
Banking and Financial Services
St. James's Place Technographics
St. James's Place Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by St. James's Place and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2298 St. James's Place employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that St. James's Place has purchased the following applications: Unit4 Business World for ERP Financial in 2014, Unit4 Business World HR for Core HR in 2015, Tableau for Analytics and BI in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems St. James's Place is running and its propensity to invest more and deepen its relationship with UNIT4 , Infor , SAP 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 St. James's Place revenues, which have grown to $2.50 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 St. James's Place 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.
St. James's Place Tech Stack and Enterprise Applications
St. James's Place ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UNIT4 | Legacy | Unit4 Business World | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, St. James's Place implemented Unit4 Business World to provide a unified ERP Financial backbone for core finance and HR administrative processes. The deployment was operated from the business change division with application support responsibilities aligned to an internal ERP Application Support team and hybrid workplace arrangements based in Cirencester.
Unit4 Business World was configured to support HR and Payroll functionality alongside Financials, with functional coverage extending to procure to pay, source to contract, workflow reporting and workspace capabilities that are described as desirable knowledge for support staff. The implementation included report development using Excelerator and RERX reporting tools, prototyping of small enhancements, and unit testing of fixes and configuration changes prior to deployment.
Operational support emphasized incident tracking and resolution within defined SLAs and OLAs, creation and maintenance of support documentation, and face to face liaison with internal stakeholders to triage and remediate issues. The support remit explicitly included maintaining support team logs and statistics, assisting wider ERP projects and initiatives, and performing deployments through an established change control process.
Governance under the Unit4 ERP program foregrounded system security controls, proactive assessment of system and process risk areas, and adherence to change control and testing disciplines. The primary operational objective for the ERP Application Support team was to minimize adverse business impact in the event of issues while sustaining reporting, workspace, and workflow capabilities delivered by Unit4 Business World.
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ERP Financial | ERP |
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2014 | 2014 |
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ERP Financial | ERP |
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2017 | 2017 |
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ERP Financial | ERP |
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2020 | 2020 |
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Expense Management | ERP |
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2020 | 2020 |
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St. James's Place HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UNIT4 | Legacy | Unit4 Business World HR | Core HR | HCM | n/a | 2015 | 2015 |
In 2015, St. James's Place deployed Unit4 Business World HR to centralize Core HR operations. The deployment targeted People Operations and HR administration teams in the United Kingdom to manage employee data across the employment lifecycle.
Unit4 Business World HR is configured to maintain detailed employee records, support absence management administration, and handle lifecycle events such as hires, transfers, and terminations. Configuration emphasis included field level data capture and workflow driven approvals to align People Operations processing with casework and transactional HR tasks.
The implementation includes an explicit integration between Unit4 Business World HR and the OnBase content management system, with People Operations staff collating and uploading employment records into OnBase from the HRIS. Operational coverage focused on People Operations generalists performing system updates and absence administration as part of routine HR operations.
Governance protocols placed ongoing record maintenance and content management lifecycle control with the People Operations team, with seconded staff responsible for day to day updates and evidence collation. Unit4 Business World HR serves as the primary Core HR system of record for employee data at St. James's Place.
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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St. James's Place Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2020 | 2020 |
In 2020, St. James's Place deployed Tableau to strengthen its Analytics and BI capabilities for the Wealth Management function located in Cirencester. The engagement centered on embedding Tableau as the primary visualization layer, with the data science team producing interactive BI reports that surface descriptive, predictive and prescriptive analytics for advisers and operational owners.
Tableau was configured to consume data by calling APIs and querying SQL databases, and it ran alongside other visualization tooling such as Power BI to meet varied stakeholder needs. The implementation supported end to end analytics workflows, including model development and inference pipelines built with TensorFlow 2 and PyTorch, and predictive model outputs were visualized in Tableau dashboards to inform decision workflows.
Operational scope covered Wealth Management analytics and reporting, with data scientists automating business applications and operational processes using VBA, Python, Power Automate and Power Apps. Governance centered on analyst driven model management, scheduled data refresh and API orchestration to maintain dashboard currency, while report access and role based views were used to align outputs to business functions.
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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Analytics and BI | Analytics and BI |
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2023 | 2024 |
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Analytics and BI, Process Mining | Analytics and BI |
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2023 | 2023 |
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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St. James's Place 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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2021 | 2021 |
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PBX, VoiP and Phone Systems | Collaboration |
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2019 | 2019 |
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St. James's Place Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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St. James's Place CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center | CRM |
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2017 | 2017 |
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Call Tracking and Recording | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Enablement | CRM |
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2018 | 2018 |
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St. James's Place EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Environmental, Social, and Governance (ESG) | EPM |
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2023 | 2023 |
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St. James's Place ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2012 | 2012 |
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2021 | 2021 |
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St. James's Place Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Asset and Wealth Management | Investment Management |
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2014 | 2014 |
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Asset and Wealth Management | Investment Management |
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2019 | 2019 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2015 |
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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 Risk Management | Investment Management |
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2018 | 2018 |
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Transfer Agency | Investment Management |
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2017 | 2017 |
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St. James's Place TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2022 | 2022 |
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AML, Fraud and Compliance | TRM |
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2023 | 2023 |
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Governance, Risk and Compliance | TRM |
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2014 | 2015 |
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Risk Management | TRM |
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2018 | 2018 |
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St. James's Place PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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iPaaS (Integration Platform as a Service) | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2019 | 2019 |
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St. James's Place 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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2018 | 2018 |
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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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2018 | 2018 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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St. James's Place 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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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2017 | 2017 |
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St. James's Place Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2013 | 2014 |
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IT Decision Makers and Key Stakeholders at St. James's Place
| First Name | Last Name | Title | Function | Department | Phone | |
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UK Distributions Financial Controller | Director | Finance | |
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CFO - Asia | CXO | Finance | |
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Business Development Manager | Manager | Sales | |
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Head of Treasury | Director | Finance | |
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Finance Manager | Manager | Finance | |
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Head of Finance Systems | Director | IT | |
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Head of IT Strategy & Architecture | Director | IT | |
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Sensor Expense Reporting Analyst & Deputy Environmental Officer | Director | Finance | |
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Head of IT Service Management | Director | IT | |
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Finance Manager | Manager | Finance | |
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Head Of Corporate Finance | Director | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Director - Technology Operations | Director | IT | |
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Head of Partner and Client Experience | Director | Customer Service | |
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Head of Client Data | Director | Customer Service | |
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Director Of Client Services | Director | Customer Service | |
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Chief Client and Reputation Officer | CXO | Customer Service | |
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Head of Operational Fund Change Delivery | Director | Investment | |
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Deputy Head of Equities | Director | Investment | |
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Head of Operational Fund Change | Director | Finance | |
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Investment Analyst - Equities | Manager | Investment | |
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Investment Analyst - Fund management | Manager | Investment | |
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Group Investment Director | Director | Investment | |
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Chief Investment Officer | CXO | Investment | |
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Head of Responsible Investment & Proposition Strategy | Director | Investment | |
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Chief Operations and Technology Officer | CXO | IT | |
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Head of Fund Accounting | Director | Investment | |
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Head of Equities | Director | Investment | |
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Salesforce Administrator | Manager | Marketing | |
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Divisional Director - Legal | Director | Legal | |
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Chief Risk Officer (CRO) | CXO | Operations | |
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Head of Compliance Monitoring (Interim) | Director | Operations | |
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Head of Financial and Supply Chain Management | Director | Supply Chain | |
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Group MLRO & Head of Financial Crime | Director | Operations | |
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Head of Investment Insights & Reporting | Director | Investment | |
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Head of Investment Product Development | Director | Investment | |
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Apps Being Evaluated by St. James's Place Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from St. James's Place IT executives and key decision makers. This section highlights St. James's Place's latest recorded technology evaluations, including CyberSource Payment Management Platform for Payment Processing on 2026-01-31, Cliniko for Medical Practice Management on 2025-12-29, and Customily for Personalization and Product Recommendations on 2025-05-27. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the St. James's Place digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-01-31 | St. James's Place | Evaluated | CyberSource, Visa company | CyberSource Payment Management Platform | Payment Processing | ERP |
| 2025-12-29 | St. James's Place | Evaluated | Cliniko | Cliniko | Medical Practice Management | ERP Services and Operations |
| 2025-05-27 | St. James's Place | Evaluated | Customily | Customily | Personalization and Product Recommendations | eCommerce |
| 2025-03-27 | St. James's Place | Evaluated |
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Contract Lifecycle Management | Content Management |
| 2025-01-22 | St. James's Place | Evaluated |
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Robotic Process Automation | PaaS |
| 2024-09-30 | St. James's Place | Evaluated |
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Trading Platform | Investment Management |
| 2024-06-07 | St. James's Place | Evaluated |
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Employee Recognition and Rewards Management | HCM |
FAQ - APPS RUN THE WORLD St. James's Place Technographics
St. James's Place is a Banking and Financial Services organization based in United Kingdom,
with around 2298 employees and annual revenues of $2.50 billion.
St. James's Place operates a diverse technology stack with applications such as
Unit4 Business World, Unit4 Business World HR and Tableau,
covering areas like ERP Financial, Core HR and Analytics and BI.
St. James's Place has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as UNIT4 and Tableau Software.
St. James's Place recently adopted applications including
ION Analytics RMS in 2023, Quest erwin Evolve in 2023 and Salesforce Net Zero Cloud in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of St. James's Place’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates St. James's Place’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 St. James's Place technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.