Saskatoon, S7K 0V1, SK,
Canada
Thrive Wealth Canada Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Thrive Wealth Canada and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Thrive Wealth Canada employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Thrive Wealth Canada has purchased the following applications: Microsoft 365 for Collaboration in 2017, DocuSign eSignature for Digital Signing in 2021, Maximizer AI CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Thrive Wealth Canada is running and its propensity to invest more and deepen its relationship with Microsoft , CodeTwo , DocuSign 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 Thrive Wealth Canada revenues, which have grown to $10.0 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 Thrive Wealth Canada 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Maximizer Software | Legacy | Maximizer AI CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Thrive Wealth Canada implemented Maximizer AI CRM, a CRM deployment to unify multiple credit union wealth divisions onto a single platform in Canada. The initiative targeted sales and operations teams supporting financial advisors and centralized client engagement records to standardize advisor workflows.
The Maximizer AI CRM configuration focused on advisor workflows, client segmentation, and compliance focused reporting, leveraging standard CRM capabilities such as contact and opportunity management, segmentation and consolidated reporting tailored for financial services. Functional configuration included advisor facing client profiles, segmented household views to improve cross sell visibility, and compliance reporting templates to support regulatory oversight for wealth management operations.
Operational coverage consolidated multiple credit union wealth divisions and established governance for client data and report distribution across sales and operations, with rollout activities aimed at standardizing processes for advisors and compliance teams. Outcomes reported in the case study include improved client servicing and greater cross sell visibility, with Maximizer AI CRM positioned as the central CRM for Thrive Wealth Canada business functions.
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Tag Management | CRM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2019 | 2019 |
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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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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Domain Name System (DNS) | IaaS |
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2017 | 2017 |
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Domain Name System (DNS) | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2025 | 2025 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2023 | 2023 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2017 | 2017 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2017 | 2017 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2019 | 2019 |
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