Syncona
215 Euston Road,
London, NW12BE,
United Kingdom
London, NW12BE,
United Kingdom
44 20 8639 3399
Banking and Financial Services
Syncona Technographics
Syncona Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Syncona and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1180 Syncona employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Syncona has purchased the following applications: Microsoft 365 for Collaboration in 2016, Backstop CRM for CRM in 2019, Citco Portfolio Analytics for Portfolio and Investment Performance and Planning in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Syncona is running and its propensity to invest more and deepen its relationship with Microsoft , Backstop Solutions , The Citco Group 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 Syncona revenues, which have grown to $25.0 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 Syncona 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.
Syncona Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Syncona implemented Microsoft 365 as a Collaboration platform to support corporate productivity and communication functions across the organization. Syncona Microsoft 365 Collaboration underpins email, real time team collaboration, document management, and office productivity for its banking and financial services business functions.
The deployment is organized as a centrally managed Microsoft 365 tenant with a cloud first architecture provisioning standard Office applications, mailbox services, SharePoint document libraries, OneDrive personal storage, and Teams collaboration for synchronous and asynchronous work. Functional configuration emphasized content governance, role based access controls, and tenant level administration to manage document sharing and compliance controls across corporate, investment, finance, and operations teams. The implementation is surfaced on their website as part of corporate collaboration and information publishing flows, reflecting the use of Microsoft 365 for both internal collaboration and externally facing content management. Ongoing governance centers on user provisioning, access reviews, and policy enforcement to align collaboration tooling with financial services operational requirements.
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Backstop Solutions | Legacy | Backstop CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Syncona implemented Backstop CRM to centralize client and investor relationship management. The deployment includes Backstop CRM components surfaced on Syncona's public website to capture inbound inquiries and route them into the CRM.
Configuration focused on core CRM modules such as contact and account management, activity and interaction logging, opportunity tracking, document attachment, and workflow automation to support engagement lifecycle management. Backstop CRM was configured to ingest website form submissions and create structured contact records, enabling automated assignment and follow up workflows. Standard CRM reporting and contact segmentation capabilities were applied to support targeted outreach.
Operational coverage emphasizes investor relations, corporate communications, and business development teams within Syncona's UK operations, using the CRM for outreach orchestration and contact history consolidation. The implementation applied role based access control and standardized data schemas to maintain record consistency and auditability across users. Integration points are centered on the website capture layer and internal email workflows, keeping system boundaries focused on customer engagement tooling.
Governance included centralized configuration management and a staged rollout of forms and assignment rules to align with investor engagement processes. Training and adoption efforts targeted standardized contact handling and response workflows to ensure consistent handling of inbound website inquiries.
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| The Citco Group | Legacy | Citco Portfolio Analytics | Portfolio and Investment Performance and Planning | Investment Management | n/a | 2018 | 2018 |
In 2018, Syncona appointed Citco Fund Services (Guernsey) as Administrator and Citco Custody (UK) as Depositary effective 1 September 2018, supporting NAV, accounting and investor reporting across the UK/Guernsey region. The engagement covered operational oversight of fund accounting and investor reporting workflows for Syncona Limited and established the administrative framework for ongoing reporting and custody controls.
As part of Citco’s fund administration services Syncona used Citco Portfolio Analytics in the Portfolio and Investment Performance and Planning category to provide performance, attribution and risk analytics for investor reporting. Citco Portfolio Analytics produced instrument level performance calculations, multi-asset attribution outputs and risk exposure analysis that aligned with fund accounting feeds and NAV processes.
Technically the Citco Portfolio Analytics capability was embedded within Citco’s administration stack and consumed NAV and accounting data flows from the administrator to create standardized investor reports across the UK and Guernsey reporting nodes. Operational coverage included administrator and depositary interactions, reconciliation checkpoints between accounting ledgers and analytics outputs, and structured distribution of performance and risk reports to investors.
Governance tracked the appointment effective 1 September 2018, with custody oversight by Citco Custody (UK) and administration controls operated by Citco Fund Services. Operational procedures emphasized NAV validation, reconciliations and a single-source analytics feed for performance and risk disclosures used in investor and regulatory communications.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Syncona
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Syncona Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Syncona Technographics
Syncona is a Banking and Financial Services organization based in United Kingdom,
with around 1180 employees and annual revenues of $25.0 million.
Syncona operates a diverse technology stack with applications such as
Microsoft 365, Backstop CRM and Citco Portfolio Analytics,
covering areas like Collaboration, CRM and Portfolio and Investment Performance and Planning.
Syncona has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Backstop Solutions and The Citco Group.
Syncona recently adopted applications including
Backstop CRM in 2019, Microsoft Azure Cloud Services in 2019 and Mimecast Email Security in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Syncona’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Syncona’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 Syncona technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.