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Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

List of enVisual360 Compliance Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Peace Hills Trust Canada Banking and Financial Services 120 $35M Canada enSynergy enVisual360 Compliance Governance, Risk and Compliance 2018 n/a In 2018, Peace Hills Trust Company implemented enVisual360 Compliance from enSynergy to support trust services, entity compliance, KYC/AML and integrated document management across its regional Canadian operations. enVisual360 Compliance is a Governance, Risk and Compliance application deployed to centralize compliance workflows and to provide a single operational hub for trust administration and client due diligence across the institution. The implementation leveraged enVisual360 modular capabilities with inferred usage of CRM360 for client and relationship management, Administrator360 for role based administration and policy control, and Documents360 for integrated document management and records capture. Configuration work focused on mapping KYC and AML case workflows, standardizing entity compliance checks, and instrumenting document retention and retrieval processes to align with trust operations and auditability requirements. Operational coverage extended across Peace Hills Trust regional sites in Canada, with the rollout emphasizing centralized compliance tracking, workflow orchestration for case management, and user role governance for compliance teams and trust officers. The vendor testimonial highlighted enSynergy responsiveness during implementation, and Peace Hills Trust explicitly reported streamlined compliance workflows and expanded operational capacity following deployment.
Sorrell Private Trust Canada Banking and Financial Services 15 $3M Canada enSynergy enVisual360 Compliance Governance, Risk and Compliance 2019 n/a In 2019, Sorrell Private Trust Canada implemented enVisual360 Compliance to centralize trust and family-office administration, KYC and AML compliance, CRM and accounting workflows in Canada. The deployment targeted core business functions including trust operations, client services, compliance and finance, and established centralized billing across its Canadian operations. The implementation used enVisual360 Compliance modules CRM360, Accounting360 and Documents/LiveFile360 to consolidate client records, automate onboarding workflows, and manage accounting and invoicing processes. Configuration emphasized a single system of record approach with document management, live file collaboration and CRM-driven client lifecycle automation consistent with Governance, Risk and Compliance practices. Governance and process changes introduced standardized onboarding checklists, centralized document governance and role based access controls to support KYC and AML process controls and auditability. The vendor testimonial reports a seamless implementation and measurable productivity gains for the 15 employee trust and family-office operation.
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