Insignia Financial Tech Stack

ASX 200 wealth manager modernizing martech, data, and digital platforms

Financial Services Melbourne, Victoria 1,001–5,000 employees Public Company

Insignia Financial is a 1,000+ person ASX 200 wealth manager building a greenfield martech and data ecosystem while tackling risk capability gaps and reporting inefficiencies. The hiring mix—heavily weighted to HR, ops, and risk roles—mirrors a company scaling internal controls and digital readiness in a regulated environment. Stack leans toward Microsoft (365, Power BI, Teams), Google Cloud, and Salesforce—typical of legacy financial services modernizing.

Tech Stack 53 technologies

Core StackCollibra Python GitHub GitLab Informatica BigQuery Confluence GitHub Copilot Power BI AWS GitHub Actions Linux Zoom Excel Word Informatica MDM SQL GCP LinkedIn Learning SharePoint PowerPoint Microsoft 365 SuccessFactors Articulate 360 Adobe Experience Manager Bash Teams Microsoft Office Adobe Experience Platform Salesforce Marketing Cloud+23 more

What Insignia Financial Is Building

◆Challenges

Risk capability gaps
Strengthening controls as environment evolves
Improving digital experience
Technology risk uplift initiatives
Implementing legislative changes
Risk maturity uplift
Inefficient reporting processes
Risk culture strengthening
Tech simplification and consolidation
Single customer view

▲Active Projects

Greenfield build of martech and data ecosystem
Governance improvements
Design and prioritise webdev initiatives
Self-service reporting tools development
Improving digital experience across web and mobile applications
Rollout of business readiness needs
Internal ai campaigns
End-to-end digital publishing process across group websites and mobile applications
Public website platform
Observability platform implementation

Hiring Activity

Accelerating85 roles · 40 in 30d

Department

Ops

Risk

Engineering

Marketing

Data

Finance

Product

Seniority

Senior

Manager

Mid

Lead

Junior

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About Insignia Financial

Insignia Financial is an Australian wealth manager founded in 1846, now listed on the ASX 200, serving clients across advice, portfolio management, and financial planning. With offices in Melbourne and 1,001–5,000 employees, the company offers retail and institutional wealth management products. Current operational priorities include digital experience improvements across web and mobile, self-service reporting tools, governance uplift, and a single customer view—all driven by regulatory obligation and internal capability gaps in risk and controls.

HeadquartersMelbourne, Victoria

Company Size1,001–5,000 employees

Hiring MarketsAustralia

Frequently Asked Questions

What tech stack does Insignia Financial use?

Core: Excel, SQL, Python, GCP, BigQuery, AWS, Microsoft 365 (Word, PowerPoint, Teams, SharePoint), Power BI, Salesforce (CRM and Marketing Cloud), GitHub, Informatica, Collibra, and Adobe Experience Platform.