List of Greenwich AIM Customers
Stamford, 06901, CT,
United States
Since 2010, our global team of researchers has been studying Greenwich AIM 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 Greenwich AIM for Portfolio and Investment 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 Greenwich AIM for Portfolio and Investment Management include: M&T Bank, a United States based Banking and Financial Services organisation with 22080 employees and revenues of $9.23 billion, Camden National Bank, a United States based Banking and Financial Services organisation with 630 employees and revenues of $184.0 million, CapStar Financial Holdings, Inc., a United States based Banking and Financial Services organisation with 397 employees and revenues of $135.0 million, Linkology (Siteologists), a United Kingdom based Professional Services organisation with 15 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Greenwich AIM, 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 Greenwich AIM 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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Camden National Bank | Banking and Financial Services | 630 | $184M | United States | Crisil Coalition Greenwich | Greenwich AIM | Portfolio and Investment Management | 2018 | n/a |
In 2018, Camden National Bank implemented Greenwich AIM. The deployment used Greenwich AIM in the Portfolio and Investment Management category to support customer experience and CRM initiatives across its retail banking operations in the United States, with emphasis on New England markets.
The implementation concentrated on CRM and customer experience capabilities within Greenwich AIM, aligning client profiling, contact management, and customer experience benchmarking to frontline and digital channels. Configuration emphasized workflow orchestration for customer engagement, standardized client data models, and reporting consistent with Greenwich Associates CX frameworks.
Operational coverage targeted retail banking business functions including branch frontline staff and digital channel teams, with Greenwich AIM data and benchmarks used to inform customer service protocols and product recommendation processes. The work was positioned to unify customer experience information across channels and to feed CX governance and training efforts.
Governance and rollout leveraged Greenwich benchmarking to establish CX performance targets and to reinforce a culture of customer centricity, Camden National Bank is listed among Greenwich Associates CX clients. The implementation focus on customer experience and CRM is reflected in Camden National Bank being named a 2018 Greenwich CX Leader in U.S. Retail Banking, indicating recognized market leading CX performance following the Greenwich AIM deployment.
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CapStar Financial Holdings, Inc. | Banking and Financial Services | 397 | $135M | United States | Crisil Coalition Greenwich | Greenwich AIM | Portfolio and Investment Management | 2018 | n/a |
In 2018, CapStar Financial Holdings, Inc. implemented Greenwich AIM in its Portfolio and Investment Management environment to support customer experience efforts in the U.S. commercial small business banking channel. CapStar was named a 2018 Greenwich CX Leader in U.S. Commercial Small Business Banking, reflecting use of Greenwich Associates benchmarking to map customer journeys and measure satisfaction.
The Greenwich AIM deployment focused on customer experience and CRM capabilities within the commercial small business channel, with configuration inferred to include customer journey mapping, satisfaction benchmarking, voice of customer analytics, and benchmarking dashboards drawn from Greenwich's CX product suite. Greenwich AIM was used to instrument cross-touchpoint workflows and reporting, enabling structured CX measurement and comparative benchmarking against peers.
Operational scope centered on customer experience management for commercial relationship teams and channel operations, aligning analytical outputs with front-line relationship managers and service processes. Governance emphasized ongoing benchmarking and journey measurement to sustain the CX program, and the engagement delivered top-benchmark CX recognition as a 2018 Greenwich CX Leader.
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Linkology (Siteologists) | Professional Services | 15 | $2M | United Kingdom | Crisil Coalition Greenwich | Greenwich AIM | Portfolio and Investment Management | 2025 | n/a |
In 2025, Linkology implemented Greenwich AIM as its Portfolio and Investment Management application to support finance and credit-risk functions across its UK operations. Greenwich AIM was provisioned to centralize investment and portfolio controls while aligning credit decisioning with customer onboarding workflows for the company Siteologists, trading as Linkology.
The implementation focused on standard Portfolio and Investment Management capabilities including portfolio reporting, investment accounting, and risk management alongside credit-risk assessment workflows and customer onboarding orchestration. Configuration included online company credit report consumption and Creditsafe Connect usage to enable real time credit checks, which pay into automated credit decision gates and accounts receivable controls within Greenwich AIM.
Operational scope covered finance, credit-risk, and customer onboarding teams across Linkology's UK business, with governance changes to enforce centralized credit policies and approval workflows. Creditsafe integration supports instant company credit checks on prospective customers, speeding onboarding and reducing bad debt as part of the implemented processes and controls.
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Banking and Financial Services | 22080 | $9.2B | United States | Crisil Coalition Greenwich | Greenwich AIM | Portfolio and Investment Management | 2011 | n/a |
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Buyer Intent: Companies Evaluating Greenwich AIM
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