London, EC2A 2EA,
United Kingdom
TouchstoneFMS Technographics
TouchstoneFMS Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TouchstoneFMS and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 TouchstoneFMS employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
TouchstoneFMS has purchased the following applications: Freshdesk Messaging (Formerly Freshchat) for Chatbots and Conversational AI in 2022, Microsoft 365 for Collaboration in 2022, Lead Forensics for Marketing Analytics, Lead Generation in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TouchstoneFMS is running and its propensity to invest more and deepen its relationship with Freshworks , Microsoft , Lead Forensics 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 TouchstoneFMS revenues, which have grown to $6.0 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 TouchstoneFMS 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.
TouchstoneFMS Tech Stack and Enterprise Applications
TouchstoneFMS AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | Freshdesk Messaging (Formerly Freshchat) | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
In 2022, TouchstoneFMS deployed Freshdesk Messaging (Formerly Freshchat) on its website as the firm’s Chatbots and Conversational AI layer for customer support and client engagement. The implementation places Freshdesk Messaging (Formerly Freshchat) as a web widget integrated into public-facing pages to capture inbound inquiries, enable real-time chat and asynchronous messaging, and provide a single conversational entry point for professional services clients in the United Kingdom.
The deployment configured conversational automations, proactive messaging and a unified agent inbox to support client-facing teams, with routing and canned response workflows aligned to support and account servicing functions. Governance was organized around an internal operations owner who manages channel configuration, bot scripts and message templates, with staged rollout across client touchpoints on the corporate site. The implementation emphasizes the application Freshdesk Messaging (Formerly Freshchat) as the primary Chatbots and Conversational AI tool for customer-facing interactions at TouchstoneFMS.
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TouchstoneFMS Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
TouchstoneFMS implemented Microsoft 365 in 2022 to provide Collaboration capabilities for its UK professional services operations. The Microsoft 365 deployment is a cloud tenant based configuration delivering core productivity and collaboration tooling to roughly 60 employees. Public site artifacts indicate Microsoft 365 is used on their website. The implementation supports business functions including internal collaboration, email, and document sharing.
Configuration and modules include Microsoft 365 services such as Microsoft Teams for communication and meetings, Exchange Online for hosted email, SharePoint Online for intranet and document libraries, OneDrive for Business for user file storage, and the Office desktop and web application suite, with administration managed at the tenant level via Azure Active Directory identity and role assignments. Operational scope centers on professional services teams, and governance elements are aligned around tenant level policies for user provisioning, access control, and content management.
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TouchstoneFMS CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Lead Forensics | Legacy | Lead Forensics | Marketing Analytics, Lead Generation | CRM | n/a | 2017 | 2017 |
In 2017, TouchstoneFMS implemented Lead Forensics on their website. TouchstoneFMS uses Lead Forensics in the Marketing Analytics,Lead Generation category to provide visitor identification, firmographic enrichment, and website behavior signals that support sales and marketing workflows.
The Lead Forensics deployment is focused on website-level tracking and reporting, with Lead Forensics dashboards and lead lists configured for consumption by marketing and sales teams. Functional capabilities inferred from the Marketing Analytics,Lead Generation category include company-level visitor identification, anonymous-to-known lead correlation, behavioral prioritization, and configurable lead lists, with governance and list management retained by marketing to drive lead qualification and outbound prospecting processes.
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Marketing Automation | CRM |
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2022 | 2022 |
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TouchstoneFMS 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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TouchstoneFMS 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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at TouchstoneFMS
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Apps Being Evaluated by TouchstoneFMS Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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