List of Fitek Fi-CRM Customers
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Since 2010, our global team of researchers has been studying Fitek Fi-CRM 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 Fitek Fi-CRM for CRM 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 Fitek Fi-CRM for CRM include: Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, Rockefeller Capital Management, a United States based Banking and Financial Services organisation with 1350 employees and revenues of $389.0 million and many others.
Contact us if you need a completed and verified list of companies using Fitek Fi-CRM, 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 Fitek Fi-CRM 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 | Insight Source |
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Citigroup | Banking and Financial Services | 230000 | $81.1B | United States | Fitek Technology | Fitek Fi-CRM | CRM | 2014 | n/a | In 2014, Citigroup implemented Fitek Fi-CRM as part of a broader Fitek Technology Global WealthES deployment for Citi Private Bank wealth business in North America. The Global WealthES announcement explicitly referenced core securities processing, accounting and integrated straight through processing to improve automation and reduce operational risk. The implementation scope combined CRM capabilities with securities processing and accounting modules, with Fitek Fi-CRM providing advisor and client relationship management functionality inferred from the Global WealthES TrustPortal family of capabilities. Inferred CRM functional modules include advisor and client profiles, relationship hierarchies, activity and task management, and workflow orchestration for client onboarding and servicing, configured to align with wealth accounting and trade processing data flows. Operational coverage focused on North America private banking operations, impacting front office advisors, operations and accounting teams, and middle office trade lifecycle processing. The deployment emphasized integrated straight through processing across securities processing, accounting and CRM touchpoints to reduce manual handoffs and support reconciled client records. Governance concentrated on unifying securities processing and client record workflows, with process standardization and automated routing to limit operational risk as noted in the announcement. Fitek Fi-CRM and Global WealthES were positioned to centralize advisor and client relationship data alongside core accounting ledgers, improving automation and operational control within Citi Private Bank. | |
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Fitek Technology | Fitek Fi-CRM | CRM | 2016 | n/a | In 2016, Northern Trust implemented Fitek Fi-CRM, deploying the Fitek Fi-CRM application as part of a broader Fitek Technology wealth management initiative. The engagement included selection of Fitek Technology's HedgeTek for portfolio and investment accounting and processing, a program focused on improving investment accounting and middle and back office efficiency in the United States. Fitek Fi-CRM was configured to deliver CRM and advisor tools aligned with the CRM category, including client master records, contact and relationship hierarchies, client lifecycle management, and workflow automation for advisor interactions. Configuration work emphasized mapping client and account entities to investment and alternative asset records so advisor workflows presented consistent investment context alongside relationship data. Operational scope targeted wealth management, investment operations, and middle and back office functions within Northern Trust's US business, where Fitek Fi-CRM functioned as the front end for client relationship workflows. The deployment was positioned to operate alongside HedgeTek and portfolio accounting components, enabling a unified record structure for client, account, and investment entities across advisory and accounting functions. Governance centered on centralized client data stewardship and advisor workflow standardization, with role based access controls, approval routing, and auditing controls consistent with CRM implementations in regulated banking and financial services environments. Rollout and configuration work focused on aligning CRM business rules with investment accounting processes to reduce handoffs between advisory, settlement, and accounting functions. | |
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Rockefeller Capital Management | Banking and Financial Services | 1350 | $389M | United States | Fitek Technology | Fitek Fi-CRM | CRM | 2016 | n/a | In 2016, Rockefeller Capital Management implemented Fitek Fi-CRM, a CRM solution from Fitek Technology. The announcement documented Fitek Technology's acquisition of Rockit Solutions and a long term services agreement to bring Rockit Command family office technology into Fitek Technology's portfolio to support family office operations and reporting in the United States. Fitek Fi-CRM CRM was deployed to centralize client and advisor relationship management, with configuration focused on client and advisor portals, centralized client data management, contact and householding constructs, and reporting workflows aligned to family office operations. Deployment emphasized secure advisor-facing access and consolidated client records within Fitek Technology's integrated platform. Integration work centered on embedding Rockit Command capabilities into Fitek Fi-CRM and Fitek Technology's broader platform, enabling operational reporting and workflow orchestration across family office, advisory, and client service functions at Rockefeller Capital Management in the United States. The long term services agreement established the governance model for implementation, ongoing configuration, and support. The public communication prioritized the acquisition and the services arrangement rather than specific rollout timelines or quantitative outcomes. |
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