List of Confluence Technologies StatPro Revolution Customers
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Since 2010, our global team of researchers has been studying Confluence Technologies StatPro Revolution customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Confluence Technologies StatPro Revolution for Risk Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Confluence Technologies StatPro Revolution for Risk Management include: Aldi UK, a United Kingdom based Retail organisation with 44475 employees and revenues of $22.79 billion, BMO US, a United States based Banking and Financial Services organisation with 12000 employees and revenues of $7.40 billion, Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, Mainstream Group Holdings Limited, a Australia based Professional Services organisation with 300 employees and revenues of $50.0 million, Herald Investment Management, a United Kingdom based Banking and Financial Services organisation with 23 employees and revenues of $18.0 million and many others.
Contact us if you need a completed and verified list of companies using Confluence Technologies StatPro Revolution, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aldi UK | Retail | 44475 | $22.8B | United Kingdom | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2014 | n/a |
In 2014, Aldi UK implemented Confluence Technologies StatPro Revolution. Confluence Technologies StatPro Revolution was introduced as a Risk Management application to support finance risk monitoring and regulatory compliance activities across the Great Britain and Ireland IT and finance organization.
The implementation concentrated on configuring category aligned risk workflows, including risk data consolidation, exposure modelling, scenario analysis, and centralized risk reporting. Configuration work tied the platform to the IT finance management program referenced in GB and IE, with data model mapping and report template development to align operational risk information with finance processes.
Project execution used Confluence for documentation and JIRA for project tracking, with Zephyr applied for test case management as part of configuration validation. Operational coverage included finance, IT project teams, and compliance stakeholders across GB and IE, with role based access controls and audit reporting configured to enforce segregation of duties and support governance.
Governance was led by the GB and IE Senior IT Project Manager, employing established IT project governance and testing workflows to manage configuration, user acceptance testing, and phased rollout. The implementation narrative centers on embedding Confluence Technologies StatPro Revolution into Aldi UK finance and compliance processes, emphasizing system level risk workflows and collaboration tooling.
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BMO US | Banking and Financial Services | 12000 | $7.4B | United States | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2015 | n/a |
In 2015, BMO Bank implemented Confluence Technologies StatPro Revolution to strengthen Risk Management and performance reporting across its trust and fiduciary businesses. The deployment targeted trust, revocable and irrevocable trusts, fiduciary agency accounts and investment agency accounts across BMO Harris NA and BMO Delaware, aligning analytics with regulatory compliance, market risk, liquidity risk, strategic risk and reputation risk oversight.
The Confluence Technologies StatPro Revolution implementation was configured to support performance measurement and risk analytics, KRI aggregation for quarterly management reporting, and portfolio-level reporting used in monthly and quarterly performance marketing pieces. StatPro Revolution was used alongside Performance Station for staff training and was part of a toolset that included Zephyr and FactSet for performance and attribution workflows, with StatPro Revolution providing the centralized calculation and reporting layer.
Operational integration and day to day coverage included daily administration of the separately managed account program, coordination of quarterly fee payments to third party managers, account onboarding and account closure workflows, and liaison tasks between third party managers and clients. The implementation also supported subscription agreement reviews, eligibility checks for alternative investments, tracking of capital call and distribution pricing for alternative assets, and coordination of annual ADV and privacy mailings.
Governance and process responsibilities embedded in the rollout included serving the Personal Trust Investment Committee, assembling and assessing key risk indicators for quarterly reporting to management, conducting annual due diligence on third party managers in the SMA program, and producing annual stale pricing and conflict of interest reports. The system formed the analytics foundation for audit and exam information gathering, compliance training support such as AML completion tracking, family member account reviews, and new hire training on Performance Station and committee reporting procedures.
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Herald Investment Management | Banking and Financial Services | 23 | $18M | United Kingdom | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2017 | n/a |
In 2017 Herald Investment Management implemented Confluence Technologies StatPro Revolution. The deployment targeted Risk Management responsibilities at the 23-person UK investment manager, and it ran concurrently with interim Legal and Compliance Manager support provided January 2017 to December 2018.
Confluence Technologies StatPro Revolution was configured to deliver core risk analytics and portfolio-level analysis, and to host regulatory reporting and monitoring workflows aligned to the firm’s MiFID2 implementation and regulatory mapping exercise. Configuration work focused on automating risk-based compliance monitoring programmes, producing outputs used for CASS resolution pack updates and audit, and supporting FCA Senior Managers Regime and GDPR compliance activities.
Integrations and operational coverage emphasized data alignment with fund accounting and analytics environments, Herald staff reported familiarity with Geneva fund accounting data and Statpro analysis systems which were used to centralize exposure and NAV analytics into the Risk Management workflow. The system also supported periodic regulatory submission workflows, including quarterly US SEC 13f reporting by online EDGAR submission, as part of the compliance and reporting remit.
Governance and process changes accompanied the rollout, embedding the regulatory mapping and the risk-based compliance monitoring programme into recurring operational routines, and feeding StatPro Revolution outputs into audit evidence and CASS pack maintenance. Rollout and ongoing configuration were executed as an internal program alongside continuity provided by the interim Legal and Compliance Manager.
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Professional Services | 300 | $50M | Australia | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2020 | n/a |
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Professional Services | 170 | $17M | United Kingdom | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2018 | n/a |
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Banking and Financial Services | 23000 | $6.8B | United States | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2017 | n/a |
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Banking and Financial Services | 60 | $10M | Canada | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2020 | n/a |
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Buyer Intent: Companies Evaluating Confluence Technologies StatPro Revolution
- Jd Security, a Australia based Professional Services organization with 50 Employees
- PNC Bank, a United States based Banking and Financial Services company with 53859 Employees
- Trendspek, a Australia based Professional Services organization with 30 Employees
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