True Potential Group Ltd.
Gateway West Newburn Riverside,
Newcastle upon Tyne, NE15 8NX,
United Kingdom
Newcastle upon Tyne, NE15 8NX,
United Kingdom
44 19 1300-9319
Banking and Financial Services
True Potential Group Ltd. Technographics
True Potential Group Ltd. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by True Potential Group Ltd. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 True Potential Group Ltd. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that True Potential Group Ltd. has purchased the following applications: Workday Financial Management for ERP Financial in 2024, Microsoft 365 for Collaboration in 2017, 8x8 Virtual Office for Call Center in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems True Potential Group Ltd. is running and its propensity to invest more and deepen its relationship with Workday , Microsoft , 8x8, Inc. 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 True Potential Group Ltd. revenues, which have grown to $189.0 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 True Potential Group Ltd. 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.
True Potential Group Ltd. Tech Stack and Enterprise Applications
True Potential Group Ltd. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Financial Management | ERP Financial | ERP | n/a | 2024 | 2024 |
In 2024 True Potential Group Ltd. implemented Workday Financial Management to centralize finance operations and establish a consistent ERP Financial backbone for management accounting and financial planning and analysis. The deployment is positioned to support group level financial consolidation, month end reporting, and ongoing phased rollout activity tied to a wider group transformation program.
Workday Financial Management has been applied to core ERP Financial workflows including preparation of monthly management accounts, P&L, balance sheet and cash flow reporting, reconciliations, journal approval controls, cost centre tracking and accrual accounting. Configuration work emphasized ledger structures, cost centre hierarchies, approval workflows and variance reporting to enable detailed cost analysis, board pack preparation and monthly reporting packs used by senior management and FP&A.
Operational coverage centers on the Management Accounting team and broader Finance department, with the Cost Accountant Lead and management accountants responsible for business partnering with heads of function on overhead and budget discussions. The role also acts as a systems administrator for finance and banking systems and contributes to consolidation activities, month end close orchestration and ad hoc cost centre reporting across the UK-based group.
Governance and process change efforts are integral to the rollout, with focus on strengthening process controls, improving data input quality and driving continuous improvement across financial postings and accrual accuracy. The position is explicitly tied to the successful ongoing phased rollout of Workday Financial Management and to supporting training, knowledge transfer and managed change within the Management Accounting team.
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True Potential Group Ltd. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, True Potential Group Ltd. implemented Microsoft 365 as its Collaboration platform. Public references on the company website indicate an active Microsoft 365 footprint supporting corporate communications and content workflows. The deployment reflects a cloud first SaaS configuration providing organization-wide productivity capabilities for the 250 employee firm.
Implementation included core Microsoft 365 capabilities such as Exchange Online email, SharePoint Online intranet and document collaboration, Microsoft Teams for unified communications, OneDrive for file synchronization, and the Office productivity suite. Configuration work focused on mailbox provisioning, SharePoint site architecture for departmental content, Teams channels for cross functional coordination, and OneDrive policies for endpoint file access. These modules support Collaboration centric business functions including corporate communications, advisory team coordination, document management, and knowledge worker productivity.
Operational governance emphasized tenant level administration, centralized user and access controls, role based permissions, and compliance minded configuration appropriate for a regulated banking and financial services environment. Rollout covered corporate functions such as operations, finance, HR, and client advisory teams, with the Microsoft 365 tenant acting as the primary Collaboration backbone. The company website presence confirms Microsoft 365 is embedded in True Potential Group Ltd. application landscape rather than being limited to point solutions.
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True Potential Group Ltd. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 8x8, Inc. | Legacy | 8x8 Virtual Office | Call Center | CRM | n/a | 2020 | 2020 |
In 2020, True Potential Group Ltd. deployed 8x8 Virtual Office as its Call Center solution and embedded the 8x8 Virtual Office web widget on the company website to provide a direct customer contact channel. The implementation leveraged the vendor cloud-hosted virtual office architecture to provision web-based telephony and an embeddable click-to-call and callback interface within online contact flows.
Functional configuration emphasized Call Center capabilities typical for the category, including web softphone access, inbound and outbound voice handling, call queues, interactive call routing, voicemail and call recording to support client-facing service and sales workflows. Operational governance was centralized through the vendor administration portal for user provisioning and call flow configuration, with rollout scoped to True Potential Group Ltd. UK customer service and wealth management client-facing teams, aligning the 8x8 Virtual Office Call Center with online contact orchestration and phone-based client engagement.
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Call Center | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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True Potential Group Ltd. Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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True Potential Group Ltd. 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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2013 | 2013 |
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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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2021 | 2021 |
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True Potential Group Ltd. 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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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at True Potential Group Ltd.
| First Name | Last Name | Title | Function | Department | Phone | |
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Internal Audit & Risk Analyst | Manager | Risk | |
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IT Manager | Manager | IT | |
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Partner and Compliance officer | Manager | Finance | |
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Compliance Officer | Manager | Finance | |
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Compliance Partner | Manager | Finance | |
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Head of IT Support | Director | IT | |
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Head of Compliance & Risk | Director | Finance | |
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Partner | Manager | Finance | |
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Partner | Manager | Finance | |
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Partner | Manager | Finance | |
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COO | CXO | Finance | |
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Investment Director | Director | Investment | |
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Chief Investment Manager | Manager | Investment | |
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Apps Being Evaluated by True Potential Group Ltd. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from True Potential Group Ltd. IT executives and key decision makers. This section highlights True Potential Group Ltd.'s latest recorded technology evaluations, including Workday Financial Management for ERP Financial on 2024-07-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the True Potential Group Ltd. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-07-26 | True Potential Group Ltd. | Evaluated | Workday | Workday Financial Management | ERP Financial | ERP |
FAQ - APPS RUN THE WORLD True Potential Group Ltd. Technographics
True Potential Group Ltd. is a Banking and Financial Services organization based in United Kingdom,
with around 250 employees and annual revenues of $189.0 million.
True Potential Group Ltd. operates a diverse technology stack with applications such as
Workday Financial Management, Microsoft 365 and 8x8 Virtual Office,
covering areas like ERP Financial, Collaboration and Call Center.
True Potential Group Ltd. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Workday, Microsoft and 8x8, Inc..
True Potential Group Ltd. recently adopted applications including
Workday Financial Management in 2024, GoDaddy in 2021 and Mimecast Email Security in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of True Potential Group Ltd.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates True Potential Group Ltd.’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 True Potential Group Ltd. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.