List of Iress Client Lifecycle Management Customers
Melbourne, 3000, VIC,
Australia
Since 2010, our global team of researchers has been studying Iress Client Lifecycle Management 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 Iress Client Lifecycle Management 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 Iress Client Lifecycle Management for CRM include: Close Brothers, a United Kingdom based Banking and Financial Services organisation with 4000 employees and revenues of $793.0 million, Evelyn Partners, a United Kingdom based Banking and Financial Services organisation with 4097 employees and revenues of $592.0 million, Euroz Hartleys Australia, a Australia based Banking and Financial Services organisation with 170 employees and revenues of $40.0 million and many others.
Contact us if you need a completed and verified list of companies using Iress Client Lifecycle Management, 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 Iress Client Lifecycle Management 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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Close Brothers | Banking and Financial Services | 4000 | $793M | United Kingdom | Iress | Iress Client Lifecycle Management | CRM | 2016 | n/a |
In 2016, Close Brothers Asset Management engaged Iress to provision front-office systems including Pulse and Xplan and implemented Iress Client Lifecycle Management as its CRM for wealth and advisory operations in the United Kingdom. The deployment positioned Iress Client Lifecycle Management as the central client relationship management layer supporting advisory workflows and client onboarding across Close Brothers Asset Management.
The implementation focused on CRM and client lifecycle functionality, inferred from the broader Pulse and Xplan rollout and public statements about adopting Iress technology for onboarding workflows. Functional capabilities in use include client onboarding orchestration, client record and relationship management, and front-office servicing workflows tailored to wealth and advisory teams.
Operational coverage targeted Close Brothers Asset Management's UK wealth and advisory business, impacting front-office advisors, client servicing teams, and account management processes. Governance and rollout emphasized consolidation toward a single platform, aligning onboarding and servicing processes on Iress Client Lifecycle Management to standardize workflows and centralize client data for advisory operations.
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Euroz Hartleys Australia | Banking and Financial Services | 170 | $40M | Australia | Iress | Iress Client Lifecycle Management | CRM | 2018 | n/a |
In 2018 Euroz Hartleys Australia implemented Iress Client Lifecycle Management as part of its CRM strategy for the firm’s wealth and advice business in Australia. The deployment focused on digitizing onboarding and client servicing workflows to reduce manual paperwork and postal processes.
The implementation emphasized Iress Xplan Client Portal and Digital Signatures as core CLM related capabilities within Iress Client Lifecycle Management, configuring portal based client self service and e signature orchestration to support onboarding and ongoing client interactions. Configuration work centered on client record linking, document presentation and signing workflows consistent with CRM style client lifecycle management.
Operationally the solution was applied across the wealth and advice functions, aligning advice teams, client services and administration for unified client intake and servicing. Integrations are explicitly centered on Iress Xplan Client Portal and Iress Digital Signatures components, enabling end to end electronic document exchange and signature capture as part of the CRM driven onboarding sequence.
Governance changes included standardized onboarding workflows and approval steps tied to electronic signatures, with rollout scoped to Euroz Hartleys’ Australian advice business. The case study notes the implementation created a paperless onboarding and client servicing process and delivered time savings and reduced postage costs.
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Evelyn Partners | Banking and Financial Services | 4097 | $592M | United Kingdom | Iress | Iress Client Lifecycle Management | CRM | 2018 | n/a |
In 2018, Evelyn Partners implemented Iress Client Lifecycle Management as part of its wealth/CRM technology stack in the United Kingdom. The implementation was recorded as starting and being deployed in 2018, with the full application name Iress Client Lifecycle Management documented in purchase records.
Iress Client Lifecycle Management was configured to support client onboarding and CRM processes, with configuration focused on client lifecycle management, contact and relationship records, and structured onboarding workflows. Category-aligned capabilities activated included workflow automation for onboarding, centralized client record management, and document capture and storage to support advisory and compliance workflows.
The rollout targeted Evelyn Partners wealth management operations in the UK and was positioned to serve advisory, client onboarding, and compliance functions, integrated into the broader wealth/CRM technology stack. Governance and process work emphasized standardizing onboarding procedures and consolidating client data to improve coordination between advisors, operations, and compliance teams.
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