List of corfinancial BITA Risk Customers
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Since 2010, our global team of researchers has been studying corfinancial BITA Risk 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 corfinancial BITA Risk for Asset and Wealth 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 corfinancial BITA Risk for Asset and Wealth Management include: RBC Brewin Dolphin, a United Kingdom based Banking and Financial Services organisation with 2200 employees and revenues of $617.0 million, Charles Stanley Wealth Managers, a United Kingdom based Banking and Financial Services organisation with 850 employees and revenues of $201.0 million, Hawksmoor Investment Management United Kingdom, a United Kingdom based Banking and Financial Services organisation with 87 employees and revenues of $22.0 million and many others.
Contact us if you need a completed and verified list of companies using corfinancial BITA Risk, 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.
The corfinancial BITA Risk customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Charles Stanley Wealth Managers | Banking and Financial Services | 850 | $201M | United Kingdom | corfinancial | corfinancial BITA Risk | Asset and Wealth Management | 2021 | n/a |
In 2021, Charles Stanley Wealth Managers deployed corfinancial BITA Risk's BITA ESG Manager application in the United Kingdom to embed ESG data, visualisations and exception management into its wealth management processes. The implementation aligns the corfinancial BITA Risk deployment with Asset and Wealth Management functions supporting investment managers and client portfolio oversight.
Configuration centered on ESG data ingestion and normalization, interactive visualisations for portfolio level and holdings level views, and an exception management workflow to flag ESG breaches and suitability exceptions. The solution was configured to support ESG-driven portfolio monitoring and suitability workflows used by investment managers, including dashboarding, rule based alerts and case management for exceptions. These modules reflect Asset and Wealth Management functional capabilities such as portfolio analytics, client suitability validation and compliance monitoring.
Operational scope targeted investment management and client reporting processes across Charles Stanley's UK wealth management operations, improving governance and reporting across client portfolios. Governance changes focused on embedding exception handling into adviser review cycles and formalising ESG evidence capture for suitability assessments. The corfinancial BITA Risk BITA ESG Manager application therefore serves as the ESG data and workflow backbone connecting portfolio monitoring, suitability checks and governance reporting within the Asset and Wealth Management environment.
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Hawksmoor Investment Management United Kingdom | Banking and Financial Services | 87 | $22M | United Kingdom | corfinancial | corfinancial BITA Risk | Asset and Wealth Management | 2023 | n/a |
In 2023, Hawksmoor Investment Management in the United Kingdom deployed corfinancial BITA Risk to deliver enterprise-wide portfolio monitoring and to support Consumer Duty obligations. The implementation is categorized under Asset and Wealth Management, and it leverages BITA Wealth enhanced portfolio monitoring to provide continuous oversight and exception detection across the firm.
The deployment concentrated on portfolio monitoring, governance and exception management capabilities, with BITA Wealth configured to surface outlier portfolios and to drive remediation workflows. Functional configuration emphasized scalable monitoring rules and automated exception queues to support Hawksmoor's acquisition-driven growth, and corfinancial BITA Risk was provisioned to centralize risk signals and oversight for investment and compliance teams.
Operational scope included enterprise-wide oversight across investment management and compliance functions in the UK, with governance workflows redesigned to escalate exceptions and document remediation actions. The rollout prioritized governance, scalability and improved remediation of outlier portfolios to align with the firm’s acquisition strategy, and the implementation explicitly supports Consumer Duty compliance through enhanced monitoring and exception management.
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RBC Brewin Dolphin | Banking and Financial Services | 2200 | $617M | United Kingdom | corfinancial | corfinancial BITA Risk | Asset and Wealth Management | 2019 | n/a |
In 2019 Brewin Dolphin implemented corfinancial BITA Risk as part of a wealth management platform upgrade. corfinancial BITA Risk was deployed to support Asset and Wealth Management workflows for investment managers and portfolio managers within Brewin Dolphin.
The implementation focused on structured quality assurance milestones including System Test, NFT, and UAT, driven by formal test execution for the BITA Risk management system. Testing scope explicitly included interfaces and reporting, with execution against Avaloq, Eximius, and Power BI reports sourced from the data warehouse, while Azure DevOps was adopted for test case management and backlog tracking.
Operational coverage centered on the wealth management function, with a dedicated team of five experienced test consultants managing day to day test activities and coordination across multiple vendors. Regular liaison with business stakeholders such as investment managers and portfolio managers shaped backlog prioritization and acceptance criteria.
Governance workstreams emphasized test assurance and audit readiness, capturing required documentation through formal test plans, test completion reports, and daily and weekly status reports. Sprint planning was re aligned to manage senior stakeholder expectations and to keep testing activities on track within constrained timelines.
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