List of Oracle CRM On Demand Wealth Management Customers
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Since 2010, our global team of researchers has been studying Oracle CRM On Demand Wealth 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 Oracle CRM On Demand Wealth Management for CRM and Investor Relationship 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 Oracle CRM On Demand Wealth Management for CRM and Investor Relationship Management include: Fidelity, a United States based Banking and Financial Services organisation with 78000 employees and revenues of $18.20 billion, First Niagara, a United States based Banking and Financial Services organisation with 6000 employees and revenues of $1.50 billion, Installation electrique Hymus, a Canada based Construction and Real Estate organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Oracle CRM On Demand Wealth 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 Oracle CRM On Demand Wealth 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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Fidelity | Banking and Financial Services | 78000 | $18.2B | United States | Oracle | Oracle CRM On Demand Wealth Management | CRM and Investor Relationship Management | 2009 | n/a |
In 2007 Fidelity implemented Oracle CRM On Demand Wealth Management as the CRM component for its WealthCentral advisor platform, deploying a cloud CRM and investor relationship management capability to consolidate front-office functions for independent registered investment advisors in the United States. Oracle CRM On Demand Wealth Management was embedded to serve advisor relationship workflows within WealthCentral, aligning the implementation with the CRM and Investor Relationship Management category and positioning the system as the central advisor-facing client relationship hub.
Module usage is inferred to align with a Wealth/Advisor CRM edition, with standard CRM capabilities such as contact and account management, activity and task tracking, client lifecycle and opportunity management, and advisor dashboards and workflows configured to support advisory client servicing. The deployment emphasized front-office consolidation, embedding client interaction records and advisor productivity tools into the WealthCentral platform rather than as a standalone advisory desktop.
Operational coverage focused on independent RIAs using Fidelity WealthCentral across the United States, impacting business functions including advisor relationship management, sales origination, and client servicing. Governance workstreams standardized advisor workflows and CRM data models within the WealthCentral environment, and the stated objective of the implementation included improving advisor productivity through consolidated CRM processes and advisor-facing automation.
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First Niagara | Banking and Financial Services | 6000 | $1.5B | United States | Oracle | Oracle CRM On Demand Wealth Management | CRM and Investor Relationship Management | 2008 | n/a |
In 2008, First Niagara implemented Oracle CRM On Demand Wealth Management to deploy a unified CRM across 114 branches and regional centres in the United States. Oracle CRM On Demand Wealth Management served as the anchor CRM and Investor Relationship Management platform to support retail banking and branch sales operations.
The implementation focused on CRM and process automation for retail banking and branch sales, configuring contact and relationship management, opportunity tracking, sales workflow automation, and customer profiling to support cross-sales at the branch level. Functional emphasis was on branch sales workflows, centralized customer records, and automated task orchestration to standardize sales processes across locations.
Deployment used the Oracle CRM On Demand cloud model to provide centralized configuration and shared customer profiles accessible to branch and regional centre staff, enabling consistent sales pipeline visibility across 114 branches. Operational coverage included retail banking, branch sales teams, and explicit support for post-acquisition integration efforts within the United States.
Governance and rollout prioritized branch adoption, data hygiene, and sales process orchestration to align regional centres with centralized CRM processes. Expected outcomes stated by the program included improved product cross-sell metrics and enhanced customer visibility.
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Installation electrique Hymus | Construction and Real Estate | 10 | $1M | Canada | Oracle | Oracle CRM On Demand Wealth Management | CRM and Investor Relationship Management | 2010 | n/a |
In 2010, DundeeWealth selected Oracle CRM On Demand Wealth Management to centralize client relationship processes across investment management, capital markets, advisory, marketing, compliance and call centre functions in Canada. The deployment used Oracle CRM On Demand Wealth Management within the CRM and Investor Relationship Management category to provide a unified client record and consistent interaction tracking across advisory teams and sales channels.
The implementation leveraged Oracle CRM On Demand Financial Services Wealth Management capabilities inferred from the announcement, focusing on client lifecycle management, opportunity and pipeline tracking, client segmentation for advisory and marketing, and compliance-aware activity capture for regulated advisory workflows. Oracle CRM On Demand Wealth Management was configured to support sales productivity workflows and marketing campaign orchestration while preserving audit trails required by compliance teams.
Integrations centered on consolidating data and processes across investment management, capital markets, advisory, marketing and call centre functions to deliver a single view of the client and standardized sales workflows. Governance was organized around a centralized CRM data model and cross-functional process alignment for advisory and compliance, with a Canada-focused rollout that aimed to improve customer visibility and sales productivity as stated in the source material.
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