Trident Trust
54 Portland Place,
London, W1B 1DY,
United Kingdom
London, W1B 1DY,
United Kingdom
44 20 7935-1503
Banking and Financial Services
Trident Trust Technographics
Trident Trust Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Trident Trust and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Trident Trust employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Trident Trust has purchased the following applications: Backstop CRM for CRM in 2020, Freshservice for IT Service Management in 2021, SS&C Advent Geneva for Portfolio and Investment Management 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 Trident Trust is running and its propensity to invest more and deepen its relationship with Backstop Solutions , Marigold , 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 Trident Trust revenues, which have grown to $400.0 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 Trident Trust 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.
Trident Trust Tech Stack and Enterprise Applications
Trident Trust CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Backstop Solutions | Legacy | Backstop CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020, Trident Trust deployed Backstop CRM as a web-embedded customer relationship platform, using Backstop CRM on their website to capture client interactions and surface account data. The deployment positions the Backstop CRM instance as the primary CRM for client-facing data capture and relationship management within the Banking and Financial Services context, and the CRM is provisioned to support centralized client records and engagement tracking.
The Backstop CRM implementation focuses on standard CRM functional modules including contact and account management, opportunity and pipeline tracking, workflow automation for task and case handling, and reporting and dashboarding for client service teams. Configuration includes web form embedding and client inquiry routing to ensure inbound website leads and secure client-submitted records feed directly into the Backstop CRM contact and opportunity models.
Operational coverage spans relationship management, client services, sales operations, and compliance workflows, with Backstop CRM data used to coordinate cross-functional client touch points and case resolution. Integrations are concentrated on the website integration layer, enabling lead capture, client inquiry submission, and authenticated client interactions to flow into the Backstop CRM environment for follow up and lifecycle management.
Governance for the Backstop CRM rollout emphasizes centralized administration, role based access controls, and configuration controls to align record structures with regulatory and client confidentiality requirements. Rollout appears structured to support ongoing configuration governance and incremental process alignment across client-facing teams, keeping the CRM instance tightly coupled to Trident Trusts website engagement surfaces.
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Trident Trust ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | Freshservice | IT Service Management | ITSM | n/a | 2021 | 2021 |
In 2021, Trident Trust implemented Freshservice as a web-accessible IT Service Management solution, surfacing a public self-service portal and web ticketing on the company website. Freshservice is positioned to support Trident Trust IT service operations and to provide a centralized entry point for employee and stakeholder service requests, aligning the application with the IT Service Management category.
The deployment follows a cloud-hosted SaaS model consistent with Freshservice, with configuration focused on core IT Service Management capabilities such as incident management, ticketing and request fulfillment, a service catalog, knowledge base, and configuration and asset tracking. Workflows and automation were configured to standardize incident and request lifecycles and to establish centralized service desk governance and role-based approvals for IT operations, with the implementation centered on Freshservice platform capabilities exposed through the public-facing portal and internal service management processes.
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Trident Trust Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| SS&C Technologies | Legacy | SS&C Advent Geneva | Portfolio and Investment Management | Investment Management | n/a | 2018 | 2018 |
In 2018, Trident Trust deployed SS&C Advent Geneva as part of its institutional-grade fund administration technology backbone. The deployment positioned SS&C Advent Geneva within Trident Trust's Portfolio and Investment Management stack to support multi-asset alternative fund servicing across fund accounting, middle-office reconciliation and investor reporting.
SS&C Advent Geneva was configured to deliver portfolio accounting, NAV calculation, position keeping and investor statement generation consistent with the functional expectations of Portfolio and Investment Management platforms. The implementation included configuration of accounting ledgers, security master records, valuation routines and standard reporting libraries to align with private equity, venture capital, private debt, hedge fund and real estate fund workflows. Trident Trust used SS&C Advent Geneva to standardize core accounting and reporting capabilities across client segments while allowing client-specific parameterization.
The platform was integrated into a multi-vendor backbone alongside PFS-Paxus and Allvue, with each platform matched to client requirements to cover the firm's full administration spectrum. Operational coverage extended across Trident Trust's global fund services organization, supporting more than 740 funds worldwide, approximately 50 billion dollars in assets under administration and operations across 12 fund domiciles. Integration emphasis was on data consistency between position and accounting records and on feeding investor services and custody workflows.
Governance focused on centralized platform stewardship and platform-to-client matching, with change controls and configuration governance applied from the firm's major financial centres and local fund domicile teams. Trident Trust's investment in SS&C Advent Geneva aligned with its stated objective to create operational efficiencies for clients and to maintain award-winning fund administration service levels. The SS&C Advent Geneva deployment therefore formed a core element of Trident Trust Portfolio and Investment Management capability across its global fund administration business.
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2018 | 2018 |
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Trident Trust PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Trident Trust 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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Trident Trust 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Trident Trust
| First Name | Last Name | Title | Function | Department | Phone | |
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European Regional Managing Director | Director | Finance | |
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Managing Director | Director | Finance | |
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Managing Director | United Kingdom | Director | Finance | |
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Head of Business Development – Fund Services, Europe | Director | Finance | |
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Group Chief Information Officer | CXO | IT | |
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Group Managing Director | Director | Finance | |
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Apps Being Evaluated by Trident Trust Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Trident Trust IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Trident Trust digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Trident Trust Technographics
Trident Trust is a Banking and Financial Services organization based in United Kingdom,
with around 1000 employees and annual revenues of $400.0 million.
Trident Trust operates a diverse technology stack with applications such as
Backstop CRM, Freshservice and SS&C Advent Geneva,
covering areas like CRM, IT Service Management and Portfolio and Investment Management.
Trident Trust has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Backstop Solutions, Freshworks and SS&C Technologies.
Trident Trust recently adopted applications including
Marigold Emma Email in 2021, Microsoft Dynamics 365 Marketing in 2021 and Freshservice in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Trident Trust’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Trident Trust’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 Trident Trust technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.