The Charity Bank
Fosse House,
Tonbridge, TN9 1BE,
United Kingdom
Tonbridge, TN9 1BE,
United Kingdom
44 17 3277-4040
Banking and Financial Services
The Charity Bank Technographics
The Charity Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Charity Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 63 The Charity Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Charity Bank has purchased the following applications: SFP Aurius for Loan Management in 2019, Microsoft 365 for Collaboration in 2018, Salesforce Pardot for Marketing Automation 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 The Charity Bank is running and its propensity to invest more and deepen its relationship with SBS (ex-Sopra Banking Software) , Microsoft , Salesforce 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 The Charity Bank revenues, which have grown to $8.0 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 The Charity Bank 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.
The Charity Bank Tech Stack and Enterprise Applications
The Charity Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SBS (ex-Sopra Banking Software) | Legacy | SFP Aurius | Loan Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, The Charity Bank selected SFP Aurius from Apak Group, now part of SBS, as its Loan Management platform to modernise lending and depositor acquisition processes across the United Kingdom. The Charity Bank implemented SFP Aurius as a core banking application to centralise loan lifecycle activity and to provide a consistent operational backbone for lending and deposit origination workflows.
The implementation focused on Loan Management capabilities typical of the Aurius platform, including loan origination and application intake, credit decisioning workflows and underwriting orchestration, account servicing and repayment scheduling, and structured reporting for risk and compliance. Configuration emphasized modular loan product setup and workflow automation to reduce manual handoffs between lending, risk and operations teams, with inferred use of standard credit decision and servicing modules aligned to vendor announcements.
Operational coverage included lending teams, operations and depositor acquisition functions across the UK, with phased rollout and governance designed to standardise procedures and reduce operational risk. Integrations were implemented using the platform's core banking interfaces to connect digital onboarding and deposit acquisition channels, payments rails and downstream operational reporting, while governance focused on process rationalisation, testing and staged cutover to the new SFP Aurius Loan Management environment, with the stated aim of streamlining processes and reducing risk.
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The Charity Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, The Charity Bank implemented Microsoft 365 to provide a cloud-first Collaboration platform for its staff in the United Kingdom. The Charity Bank uses Microsoft 365 on their website and as the primary suite for email, file storage, and team collaboration.
The Microsoft 365 deployment was provisioned as a tenant-based cloud architecture sized for an organization of roughly 63 employees, with standard Collaboration modules deployed including Exchange Online for mail, SharePoint Online for intranet and document management, OneDrive for personal file sync, and Microsoft Teams for meetings and persistent chat. Administrative controls were centralized in the Microsoft 365 admin center to manage licensing, mailbox configuration, site collections, and Teams settings.
Operational coverage included the bank's UK workforce across core business functions that rely on Collaboration capabilities, such as internal communications, document workflows, and secure file sharing. Governance was implemented at the tenant level with identity and access managed through Azure Active Directory and with mailbox and document lifecycle controls enforced through Exchange Online and SharePoint Online configuration.
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The Charity Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018, The Charity Bank deployed Salesforce Pardot for Marketing Automation on their website. Salesforce Pardot was embedded as a website-level marketing automation layer to capture prospect activity and orchestrate email and nurture communications. The implementation focused on web tracking, form and landing page capture, automated email campaigns, list segmentation, and campaign tagging. The Charity Bank Salesforce Pardot Marketing Automation supports marketing and customer engagement functions.
Deployment was delivered via embedded Pardot tracking scripts and form handlers on charitybank.org, aligning web analytics and prospect capture with marketing workflows. Configuration emphasized prospect lifecycle workflows, segmentation rules, automated nurturing sequences, and progressive profiling to support ongoing engagement. Operational ownership rested with the bank's marketing and digital channels teams, with governance controls implemented for consent capture, unsubscribe handling, and list hygiene. Salesforce Pardot was used as the Marketing Automation application on the website to centralize campaign orchestration and prospect activity visibility for marketing and customer engagement.
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Marketing Automation | CRM |
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2019 | 2019 |
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The Charity Bank ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2017 | 2017 |
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The Charity Bank PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2022 | 2022 |
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The Charity Bank 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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The Charity Bank CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at The Charity Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by The Charity Bank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from The Charity Bank IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the The Charity Bank digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD The Charity Bank Technographics
The Charity Bank is a Banking and Financial Services organization based in United Kingdom,
with around 63 employees and annual revenues of $8.0 million.
The Charity Bank operates a diverse technology stack with applications such as
SFP Aurius, Microsoft 365 and Salesforce Pardot,
covering areas like Loan Management, Collaboration and Marketing Automation.
The Charity Bank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SBS (ex-Sopra Banking Software), Microsoft and Salesforce.
The Charity Bank recently adopted applications including
Amazon SES in 2022, GoDaddy in 2021 and Amazon EC2 in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of The Charity Bank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates The Charity Bank’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 The Charity Bank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.