Cobham, KT11 1PA,
United Kingdom
Wolsey Securities Technographics
Wolsey Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wolsey Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Wolsey 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 Wolsey Securities has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2006, Microsoft 365 for Collaboration in 2015, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wolsey Securities is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Exclaimer 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 Wolsey Securities 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 Wolsey 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.
Wolsey Securities Tech Stack and Enterprise Applications
Wolsey Securities ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2006 | 2006 |
In 2006, Wolsey Securities implemented Oracle NetSuite ERP as its core financial system, deploying a cloud native solution to address corporate accounting and reporting needs. The implementation is categorized as ERP Financial and was provisioned for a UK based communications firm of about 100 employees, centralizing transactional finance onto Oracle NetSuite ERP.
The deployment focused on standard ERP Financial modules, including general ledger, accounts payable, accounts receivable, fixed assets accounting, billing, and financial reporting. Configuration emphasized a consolidated chart of accounts, role based access controls for finance staff, and automated period close workflows consistent with ERP Financial best practices.
Operational coverage targeted the finance and accounting functions, with the system serving billing and treasury related processes across the companys UK operations. The architecture used a single cloud tenancy model typical of NetSuite deployments, enabling centralized master data for customers, vendors, and chart of accounts while supporting structured audit trails.
Governance centered on a centralized finance team that established approval workflows, internal control rules, and audit logging within Oracle NetSuite ERP, accompanied by a staged rollout to accounting and billing teams and formalized process documentation to align operational procedures with the new system.
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Wolsey Securities Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Wolsey Securities implemented Microsoft 365 to provide Collaboration capabilities across its United Kingdom communications firm. The deployment targeted the companywide user base of roughly 100 employees and established Microsoft 365 as the primary productivity and collaboration platform for corporate communications and internal workflows.
The Microsoft 365 implementation included standard Collaboration functionality such as hosted email, document coauthoring and versioning, cloud file storage, and the suite of productivity applications used for team collaboration and knowledge sharing. Configuration work focused on user provisioning, group collaboration constructs, and file access patterns consistent with small enterprise collaboration deployments.
Public signals indicate Microsoft 365 assets are referenced on the company website, implying tenant level provisioning and external service use for customer and partner communications. Governance emphasis centered on centralized account management and role based access controls to align collaboration practices across departments in the United Kingdom, supporting marketing, communications, and back office functions.
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Wolsey Securities Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2016 | 2016 |
In 2016, Wolsey Securities deployed Exclaimer Cloud Signatures for Office 365 to manage corporate email signatures. The implementation uses Exclaimer Cloud Signatures for Office 365 in the Digital Signing category to centralize signature templates and enforce consistent email branding across the organization.
The deployment is a cloud-hosted configuration integrated with Office 365 mail flow and directory services, using server-side signature application and template orchestration. Functional capabilities implemented include centralized template management, dynamic user attribute population from the Office 365 directory, and rule-based signature assignment by group or department.
Operational coverage is organization-wide for Wolsey Securities, a United Kingdom based communications firm with roughly 100 employees, and the deployment is visible on the Wolsey Securities website. Administration is centralized through the Exclaimer management console, providing governance for signature template updates and controlled rollout across business functions such as sales, client services, and corporate communications.
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Web Content Management | Content Management |
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2015 | 2015 |
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Wolsey Securities CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2017 | 2017 |
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Wolsey Securities PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Wolsey 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Wolsey Securities
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Regional Managing Director | Director | Finance | ||||
| Managing Director | Director | Finance |
Apps Being Evaluated by Wolsey Securities Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||