London, EC4R 3GA,
United Kingdom
Winterflood Securities Technographics
Winterflood Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Winterflood Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 240 Winterflood Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Winterflood Securities has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2010, Alteryx One Platform for Analytics and BI in 2022, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Winterflood Securities is running and its propensity to invest more and deepen its relationship with Microsoft , Expense On Demand , Alteryx 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 Winterflood Securities revenues, which have grown to $67.0 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 Winterflood Securities 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.
Winterflood Securities Tech Stack and Enterprise Applications
Winterflood Securities ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2010 | 2011 |
Winterflood Securities selected and deployed Microsoft Dynamics GP in 2010 to replace a legacy financial system. The implementation established GP as the firm’s core ERP Financial application, focusing on general ledger, accounts payable, accounts receivable, fixed assets and management reporting functionality to support month‑end control tasks such as accruals, prepayments, fixed asset reconciliations and preparation of trial balances from a subsidiary into GP.
The deployment was structured to produce monthly management accounts, consolidation forms for group reporting and board packs for directors, and to generate statutory and regulatory filings including VAT and PSA returns and quarterly FINREP/FCA inputs. GP was used in concert with SAP in the broader accounting environment, supporting daily revenue reporting, weekly/monthly management information and ad‑hoc FP&A work across Winterflood’s finance team in London.
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Expense Management | ERP |
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2023 | 2023 |
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Winterflood Securities Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Alteryx | Legacy | Alteryx One Platform | Analytics and BI | Analytics and BI | n/a | 2022 | 2022 |
In 2022 Winterflood Securities deployed Alteryx One Platform as a targeted Analytics and BI implementation to support finance reporting, month end controls, and group consolidation workflows. The deployment was scoped to the finance function and was aligned with ongoing responsibilities including accruals, prepayments, fixed asset reconciliations, feeding subsidiary trial balance data into consolidated reporting, production of board packs, VAT returns and PSA returns. The implementation narrative sits within the context of a 240 person financial services firm and centered on repeatable close processes that require reliable data pipelines and reconciliation logic.
The Alteryx One Platform configuration emphasized data preparation and automated workflow orchestration. Reusable workflows were developed for ingestion and blending of trial balance and subledger extracts, scripted calculations for accruals and prepayments, fixed asset reconciliation routines, and templated consolidation and management reporting outputs. Scheduling and automation capabilities were applied to run month end and interim close sequences on a repeatable cadence and to generate the finance board pack deliverables.
Integrations were implemented at the data interface level to pull ledger and subsidiary trial balance extracts and to push reconciled data sets into management reporting templates. Operational coverage included the core Finance team in London with outputs consumed by group reporting and tax reporting stakeholders, and workflows were designed to support daily revenue reporting, weekly and monthly management information, and interim and year end reporting packs. The Alteryx One Platform implementation provided a centralized analytics layer that orchestrated data transformation and standardized reporting artifacts for the finance organization.
Governance was structured around versioned workflows, validation checkpoints embedded in automation scripts, and role based access to analytics assets to maintain auditability of month end processes. Process changes included formalizing the handoff between reconciliation owners and the Deputy Head of Finance for review and embedding Alteryx driven templates into the monthly close and consolidation cadence. The narrative reflects an implementation focused on operationalizing Analytics and BI for finance control and group reporting without asserting measured outcomes.
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Winterflood Securities Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Winterflood Securities deployed Cisco Webex Meetings as its Audio Video and Web Conferencing solution. Cisco Webex Meetings is surfaced on the firm web site to provide click to join meeting flows for external client engagements and browser based meeting access.
The implementation covers core conferencing capabilities typical of the Audio Video and Web Conferencing category, including browser based join, host controls, screen sharing, meeting recording, scheduling and participant management, and secure audio and video sessions. Cisco Webex Meetings was configured to support embedded meeting links and client facing meeting widgets on the public site, enabling WebRTC based media sessions without forcing native client installs.
Operational scope focuses on both internal collaboration and external client meetings across the United Kingdom, positioning Winterflood Securities Cisco Webex Meetings Audio Video and Web Conferencing for compliance sensitive communications, client servicing and firm communications. Administration conventions emphasize centralized host provisioning, meeting policy configuration and access controls to manage public site access and external participant moderation.
Governance and workflow changes centered on central administration of conferencing policies and standardized meeting provisioning, with IT controlling host privileges and participant access for externally initiated sessions. The deployment approach prioritized consistent click to join experiences on the web site, and centralized controls to align conferencing behavior with the firm security and compliance posture.
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Winterflood Securities EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2015 | 2015 |
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Winterflood Securities ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Winterflood Securities Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Trading Platform | Investment Management |
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2010 | 2010 |
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Winterflood Securities PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2013 | 2013 |
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Winterflood Securities 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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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Winterflood Securities 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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2013 | 2013 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Winterflood Securities
Apps Being Evaluated by Winterflood Securities Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||