List of MercerInsight Customers
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United States
Since 2010, our global team of researchers has been studying MercerInsight 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 MercerInsight for Analytics and BI 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 MercerInsight for Analytics and BI include: Mercer, a United States based Professional Services organisation with 25000 employees and revenues of $5.70 billion, AXA Investment Managers, a France based Banking and Financial Services organisation with 2500 employees and revenues of $1.69 billion, Guardian Capital Group, a Canada based Banking and Financial Services organisation with 350 employees and revenues of $182.0 million and many others.
Contact us if you need a completed and verified list of companies using MercerInsight, 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 MercerInsight 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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AXA Investment Managers | Banking and Financial Services | 2500 | $1.7B | France | Mercer | MercerInsight | Analytics and BI | 2016 | n/a |
In 2016, AXA Investment Managers deployed MercerInsight as part of its Analytics and BI tooling to support product and market intelligence activities. MercerInsight was positioned to provide centralized analytics and reporting capabilities for product development, competitive analysis, and fund research within AXA IM’s product and distribution teams.
The implementation focused on functional capabilities common to Analytics and BI environments, including peer group selection workflows, performance and risk analysis, portfolio allocation and holdings analysis, and configurable dashboards for ad hoc research. MercerInsight was used to generate mutual fund research outputs and structured intelligence that fed product decision processes and distribution strategy discussions.
MercerInsight operated alongside a broader research toolkit that included Morningstar Direct, Bloomberg, Broadridge Lipper, eVestment, and bespoke VBA tools, enabling analysts to combine data extracts and enrichments from multiple sources. The deployment supported workflows for sales teams, product specialists, RFP preparation, portfolio managers, and senior management, serving as a central analytics layer in the product intelligence stack.
Governance for MercerInsight outputs was integrated into AXA IM’s Product and Seed Committee and Management Board Committee processes, where analytics informed product strategy, distribution planning, and evaluation of external growth opportunities. Implementation and ongoing use included monitoring and developing analytical tools, with coding and automation used to operationalize recurring research tasks and to feed committee-level reporting.
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Guardian Capital Group | Banking and Financial Services | 350 | $182M | Canada | Mercer | MercerInsight | Analytics and BI | 2024 | n/a |
In 2024, Guardian Capital Group implemented MercerInsight as an Analytics and BI platform. The deployment is documented in a product and investment analyst job description, confirming use of MercerInsight for investment manager research, competitive intelligence and marketing analytics.
MercerInsight is used to support specific functional capabilities including investment manager research, competitive intelligence, marketing analytics, RFP preparation, performance monitoring and client reporting. The platform appears to centralize research artifacts and standardized performance datasets to produce client-ready reporting and analytical outputs for product and distribution workflows.
Operational scope is focused on product and distribution teams across Canada, where MercerInsight is embedded into RFP response workflows and ongoing client reporting processes. The job posting ties analyst responsibilities to platform-driven intelligence and reporting, indicating governance and role-aligned operational ownership for research, competitive analysis and distribution enablement.
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Mercer | Professional Services | 25000 | $5.7B | United States | Mercer | MercerInsight | Analytics and BI | 2019 | n/a |
In 2019, Mercer deployed MercerInsight as a cloud-based manager research and analytics platform. MercerInsight operates within the Analytics and BI category and serves as a core component of Mercer's investments offering, used globally to support asset owner decision making and delegated OCIO services.
The platform centralizes forward looking manager ratings, ESG assessments, and operational due diligence, combining structured research workflows, analytics dashboards, and standardized rating methodologies. MercerInsight provides configurable reporting and visualization capabilities aligned with Analytics and BI functionality to support manager selection, monitoring, peer comparison, and portfolio-level analysis.
Operationally MercerInsight is embedded across Mercer's investments teams and OCIO delivery, supporting global research and due diligence processes and governance around manager ratings and ESG scoring. Deployment and rollout emphasize consistent rating methodology, research version control, and role-based access to ensure controlled researcher workflows and client-facing reporting across regional and global teams.
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Buyer Intent: Companies Evaluating MercerInsight
- Jdpincus.Com, a United States based Education organization with 10 Employees
- University Of Rochester, a United States based Education company with 12000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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