Succession Group
Drake Building 15 Davy Road Plymouth Science Park Derriford,
Plymouth, PL6 8BY,
United Kingdom
Plymouth, PL6 8BY,
United Kingdom
44 AÂ 01752 762140
Banking and Financial Services
Succession Group Technographics
Succession Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Succession Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Succession Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Succession Group has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Intuit Mailchimp for Marketing Automation in 2018, Intuit Mailchimp Mandrill for Transactional Email in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Succession Group is running and its propensity to invest more and deepen its relationship with Oracle , Intuit , 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 Succession Group revenues, which have grown to $7.0 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 Succession Group 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.
Succession Group Tech Stack and Enterprise Applications
Succession Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014 Succession Group implemented Oracle NetSuite ERP as its ERP Financial system to centralize accounting and finance operations for the United Kingdom based banking and financial services firm. The deployment followed a cloud native SaaS model, positioning Oracle NetSuite ERP as the primary ledger and transaction processing platform for the company’s finance function.
Configuration focused on core financial modules typical of ERP Financial implementations, including general ledger, accounts payable, accounts receivable, cash management, fixed asset accounting, and financial reporting. The implementation included automation of recurrent journal entries and bank reconciliation workflows, and configuration of period close sequencing and role based access to support month end and statutory reporting processes.
Operational scope covered the finance and accounting teams across Succession Group, with governance established around user provisioning, segregation of duties, and standardized chart of accounts to enforce financial controls. The implementation narrative centers on Oracle NetSuite ERP operating as the unified ERP Financial backbone for Succession Group, supporting routine accounting operations and audit oriented reporting.
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Succession Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018, Succession Group implemented Intuit Mailchimp for Marketing Automation on their website. The deployment uses Intuit Mailchimp to manage email outreach and on-site subscriber capture for the UK based banking and financial services firm.
Intuit Mailchimp was configured to provide campaign management, audience segmentation, email templates, signup form embedding, and basic automation workflows. The implementation leverages Mailchimp reporting and A B testing alongside template management to support repeatable customer communications and campaign orchestration.
Technically the footprint is centered on website embedded forms and Mailchimp tracking scripts to capture prospects and clients directly from successiongroup.co.uk, routing subscriber records into Mailchimp lists and segments. Operational scope is concentrated in marketing and client communications where subscriber lists and segments are used to manage newsletters and targeted outreach.
Governance is implemented through centralized list management, consent capture on web forms, and scheduled campaign workflows controlled by the marketing function. Intuit Mailchimp remains the primary Marketing Automation tool in their environment, with configuration and campaign orchestration handled inside the application.
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Succession Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp Mandrill | Transactional Email | PaaS | n/a | 2016 | 2016 |
In 2016, Succession Group implemented Intuit Mailchimp Mandrill for Transactional Email on their public website. The implementation routes website-triggered messages through Intuit Mailchimp Mandrill to support customer notification workflows such as account confirmations, form responses and operational notifications. Succession Group is a 70 employee financial services firm, and the deployment reflects a lightweight, web-centric transactional messaging architecture.
Technical configuration centers on Mandrill SMTP and API delivery, template management for dynamic content, and webhook event handling to map website events to transactional sends. The deployment includes domain authentication and delivery monitoring features native to Intuit Mailchimp Mandrill, with configuration and operational ownership assigned to web operations and client communications functions. Succession Group Intuit Mailchimp Mandrill Transactional Email integration is limited to the website layer, providing direct, programmatic email delivery tied to site interactions.
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Succession Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
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Succession Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Succession Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
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National Administration Director | Director | Finance | |
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National Operations Director | Director | Finance | |
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|
Managing Director | Director | Finance | |
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Apps Being Evaluated by Succession Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Succession Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Succession Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Succession Group Technographics
Succession Group is a Banking and Financial Services organization based in United Kingdom,
with around 70 employees and annual revenues of $7.0 million.
Succession Group operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Intuit Mailchimp and Intuit Mailchimp Mandrill,
covering areas like ERP Financial, Marketing Automation and Transactional Email.
Succession Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Intuit.
Succession Group recently adopted applications including
Intuit Mailchimp in 2018, Microsoft Azure Cloud Services in 2018 and Proofpoint Email Security and Protection in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Succession Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Succession Group’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 Succession Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.