Brown Brothers Harriman
140 Broadway,
New York, 10005, NY,
United States
New York, 10005, NY,
United States
1 212-483-1818
Banking and Financial Services
Brown Brothers Harriman Technographics
Brown Brothers Harriman Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Brown Brothers Harriman and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6000 Brown Brothers Harriman employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Brown Brothers Harriman has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2014, Workday HCM for Core HR in 2014, IHS Markit WSOWeb for Loan Management in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Brown Brothers Harriman is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Workday or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Brown Brothers Harriman revenues, which have grown to $3.10 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Brown Brothers Harriman intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Brown Brothers Harriman Tech Stack and Enterprise Applications
Brown Brothers Harriman ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP | n/a | 2014 | 2015 |
In 2014 Brown Brothers Harriman upgraded to Oracle PeopleSoft ERP 9.2 for ERP Financial operations, executing a targeted modernization of its core financial application stack. The initiative focused on consolidating financial processing and accounting workflows under PeopleSoft Financials to support corporate finance, investment servicing, and private banking accounting functions.
The deployment included a PeopleTools upgrade to 8.53 and a live cutover that completed successfully, with Accounts Payable, General Ledger, and Asset Management explicitly upgraded from 9.0 to 9.2. Oracle PeopleSoft ERP 9.2 configuration emphasized core financial workflows, transaction processing, chart of accounts structures, and fixed asset lifecycle capabilities aligned to the bank’s finance operations.
Brown Brothers Harriman operated Oracle PeopleSoft Financials on Oracle Database and Oracle Exalogic hardware, retaining the Oracle technology stack as the runtime and infrastructure platform. The architecture combined PeopleTools 8.53 with Oracle DB to support transactional throughput and batch reconciliation processes within the finance environment.
Beacon Services partnered with Brown Brothers Harriman on the upgrade, marking the third joint PeopleSoft project between the organizations and reflecting an established upgrade governance and delivery cadence. Cutover and rollout were executed as a coordinated live cutover across finance teams, with the joint BBH Beacon team completing the upgrade to PeopleSoft 9.2.
|
|
|
|
|
Expense Management | ERP |
|
2015 | 2015 |
|
Brown Brothers Harriman HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Oracle PeopleSoft HCM | Workday HCM | Core HR | HCM | n/a | 2014 | 2014 |
In 2014 Brown Brothers Harriman implemented Workday HCM as its Core HR system, replacing Oracle PeopleSoft HCM and consolidating core HR, payroll adjacent, and talent workflows for a 6000 person financial services firm. The deployment established Workday HCM as the primary system of record for HR, recruiting, and performance processes across the firm and became the platform for subsequent HRIS enhancements.
The implementation covered configuration and ongoing enhancement of Workday HCM modules including Recruiting, Performance Management, Absence Management, Time Tracking, and Benefits. The firm configured Interview Scheduling inside Workday HCM, redesigned Recruiting business processes to remove defects and inefficiencies, and implemented Business Processes and BP Security controls. Workday EIB processing was established for data load and integrations, with routine creation and scheduling of EIBs and email notifications and alert configuration to support operational workflows.
Integrations and operational coverage were coordinated with the internal Global HR team and external vendors and outside sources as needed, with the organization maintaining a functional SME capability for integration projects. A specific integration between Workday HCM and the Learning Management System Expertus was implemented, and the environment supported production support across all functional HR areas including Recruiting, Performance, Learning, Absence, Time Tracking, and Benefits.
Governance and release processes were formalized through test strategy and test script development, piloting, deployment planning, and communication managed by the Global HRIS team. Issue tracking and escalation ran through a ticketing system using JIRA, and the HRIS function acted as techno functional lead to coordinate configuration, testing, documentation, and ongoing production support for Workday HCM.
|
|
|
|
|
Payroll | HCM |
|
2015 | 2016 |
|
|
|
|
|
Performance and Goal Management | HCM |
|
2018 | 2018 |
|
|
|
|
|
Recruiting, Applicant Tracking System | HCM |
|
2014 | 2015 |
|
|
|
|
|
Talent Management | HCM |
|
2018 | 2018 |
|
|
|
|
|
Time and Attendance | HCM |
|
2014 | 2014 |
|
Brown Brothers Harriman ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| S&P Global | Legacy | IHS Markit WSOWeb | Loan Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Brown Brothers Harriman implemented IHS Markit WSOWeb to support loan portfolio and fund administration. The deployment uses IHS Markit WSOWeb within the Loan Management category to provide real time position, pricing and reconciliation for syndicated loan holdings in the United States.
The implementation centers on portfolio and position management, pricing and reconciliation capabilities and reporting workflows tied to fund administration. IHS Markit WSOWeb is used for position maintenance, price attribution and reconciliation workflows that underpin syndicated loan reporting and fund accounting activities.
WSOWeb was authorized as an information source in a July 2017 administrative agreement, and the system is explicitly used to feed pricing and reporting workflows. Operational coverage focuses on syndicated loan holdings in the United States and supports loan portfolio teams and fund administration functions.
Governance was formalized through the administrative agreement that designates WSOWeb outputs as an approved pricing and reference source for downstream reporting. The arrangement positions IHS Markit WSOWeb as the authoritative feed for pricing and reconciliation in BBHs Loan Management environment.
|
|
|
|
|
Travel Management | ERP Services and Operations |
|
2015 | 2015 |
|
Brown Brothers Harriman Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Data Warehouse | Analytics and BI |
|
2021 | 2021 |
|
Brown Brothers Harriman Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2017 | 2017 |
|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
|
Brown Brothers Harriman Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Asset Management | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
Brown Brothers Harriman CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Analytics | CRM |
|
2012 | 2012 |
|
|
|
|
|
Customer Experience | CRM |
|
2019 | 2019 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
|
|
|
|
Sales Automation, Sales Engagement | CRM |
|
2019 | 2019 |
|
Brown Brothers Harriman Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Asset and Wealth Management | Investment Management |
|
2023 | 2024 |
|
|
|
|
|
Asset and Wealth Management | Investment Management |
|
2010 | 2010 |
|
|
|
|
|
Collateral Management | Investment Management |
|
2013 | 2013 |
|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2013 | 2013 |
|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2021 | 2021 |
|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2008 | 2008 |
|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2008 | 2008 |
|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2008 | 2008 |
|
|
|
|
|
Trade Order Management System (TOMS) | Investment Management |
|
2008 | 2008 |
|
|
|
|
|
Trading Platform | Investment Management |
|
2011 | 2011 |
|
|
|
|
|
Transfer Agency | Investment Management |
|
2023 | 2024 |
|
Brown Brothers Harriman Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Procurement | Procurement |
|
2014 | 2014 |
|
|
|
|
|
Supplier Relationship Management | Procurement |
|
2014 | 2014 |
|
Brown Brothers Harriman TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
AML, Fraud and Compliance | TRM |
|
2018 | 2018 |
|
|
|
|
|
AML, Fraud and Compliance | TRM |
|
2015 | 2015 |
|
|
|
|
|
AML, Fraud and Compliance | TRM |
|
2022 | 2022 |
|
|
|
|
|
AML, Fraud and Compliance | TRM |
|
2020 | 2020 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
|
|
|
|
Risk Management | TRM |
|
2020 | 2020 |
|
|
|
|
|
Risk Management | TRM |
|
2019 | 2019 |
|
|
|
|
|
Treasury Management | TRM |
|
2010 | 2010 |
|
|
|
|
|
Treasury Management | TRM |
|
2015 | 2015 |
|
Brown Brothers Harriman IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Data Warehouse Appliance | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Database Management | IaaS |
|
2001 | 2002 |
|
IT Decision Makers and Key Stakeholders at Brown Brothers Harriman
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
SVP, Human Resources | VP | HR | |
|
|
|
Vice President HR | VP | HR | |
|
|
|
Vice President Talent Acquisition | VP | HR | |
|
|
|
Assistant Vice President, HR Community Relations & Services | VP | HR | |
|
|
|
Head of BI & Reporting | Director | IT | |
|
|
|
Vice President - Business Intelligence and Analytics | VP | IT | |
|
|
|
VP IT Operations | VP | IT | |
|
|
|
Senior Vice President, Corporate Technology | VP | IT | |
|
|
|
Vice President - IT Audit Manager | VP | IT | |
|
|
|
Vice President - Technology Controller | VP | IT | |
|
|
|
Senior Vice President, Head of Audit Practices and Operations | VP | Risk | |
|
|
|
Vice President, Accounting Manager within Global Controllers Group | VP | Finance | |
|
|
|
Vice President - Fund Operations, Administration and Risk | VP | Risk | |
|
|
|
Vice President - Commodity Trade Finance | VP | Investment | |
|
|
|
Vice President- Commodities & Logistics | VP | Supply Chain | |
|
|
|
Vice President - Audit | VP | Risk | |
|
|
|
Vp Controllers | VP | Finance | |
|
|
|
Outsourcing Manager | Manager | Procurement | |
|
|
|
Managing Director, CIO & CDO | Director | IT | |
|
|
|
Assistant Vice President, Purchasing Manager | VP | Procurement | |
|
|
|
Senior Vice President, Systems | VP | IT | |
|
|
|
Head of Investment Operations and Technology Services | Director | Investment | |
|
|
|
Senior Vice President, Global Alternative Fund Services | VP | Investment | |
|
|
|
VP - Investment Operations & Technology Services | VP | Investment | |
|
|
|
Managing Director - Global Head of Application & Data Architecture | CXO | IT | |
|
|
|
Senior Vice President Data Platforms | VP | IT | |
|
|
|
Head of Global Storage, Data Center, & UPS Infrastructure | Director | IT | |
|
|
|
Assistant Vice President - Talent Acquisition | VP | HR | |
|
|
|
Vice President, Talent Acquisition | VP | HR | |
|
|
|
Assistant Vice President, Talent Acquisition Partner | VP | HR | |
|
|
|
Talent Acquisition Manager, Technology/Systems (US) | Manager | HR | |
|
|
|
Managing Director, Alternative Fund Services | Director | Finance | |
|
|
|
Assistant Vice President and Transfer Agency Team Leader | VP | Operations | |
|
|
|
Custody & Fund Investors Services | CXO | Finance | |
|
|
|
Vice President, Equity Analyst | VP | Investment | |
|
|
|
Vice President, Fiduciary Director | VP | Investment | |
|
|
|
Chief Investment Strategist | CXO | Investment | |
|
|
|
Global CIO, Investor Services, Principal | CXO | IT | |
|
|
|
Global Head of People, Investor Services & Technology | Director | HR | |
|
|
|
Chief People Officer | CXO | HR | |
|
|
|
VP of HR Operations | VP | HR | |
|
|
|
HRIS/Business Technology Manager | Manager | HR | |
|
|
|
HR Business Partner | Director | HR | |
|
|
|
Senior Manager, Human Resources Business Partner | Manager | HR | |
|
|
|
VP, HR Operations and Payroll | VP | HR | |
|
|
|
Global Head of ETF Systems | Director | IT | |
|
|
|
Assistant Vice President Global Technology | VP | IT | |
|
|
|
Vice President - Investment Management Technology | VP | IT | |
|
|
|
Senior Vice President Alternative Investment Technology | VP | IT | |
|
|
|
Vice President - AML Compliance - Head of KYC | VP | Risk | |
|
|
|
Global Head of Securities Lending and Currency Administrations Technology | Director | IT | |
|
|
|
Vice President & Section Manager - Fund Order Processing & Custody | VP | Investment | |
|
|
|
Head of Fund Accounting System | Director | IT | |
|
|
|
Managing Director, Head of Marketing, Client Reporting & Digital--Investment Management | Director | IT | |
|
|
|
Chief Administrative and Transformation Officer Service Delivery (Principal) | CXO | Operations | |
|
|
|
Vice President - Head of Compliance and Enterprise Risk Systems | VP | Risk | |
|
|
|
Head of AML Risk Assessment and Governance | Director | Risk | |
|
|
|
Assistant Vice President, AML Compliance | VP | Risk | |
|
|
|
Assistant Vice President - AML Compliance Project Support | VP | Risk | |
|
|
|
Senior Vice President, Global Transfer Agency AML Product Manager | VP | Risk | |
|
|
|
Vice President and Head of Trade Finance | VP | Finance | |
|
|
|
Deputy Global Head of AML | Director | Risk | |
|
|
|
Assistant Vice President, Enterprise Risk Management - Private Banking | VP | Risk | |
|
|
|
Assistant Vice President - AML | VP | Risk | |
|
|
|
Global Head, Financial Crimes Compliance | Director | Finance | |
|
|
|
Managing Director - Chief Operating Officer, Global Financial Crimes Compliance | CXO | Finance | |
|
|
|
Vice President, Global Financial Crimes Compliance | VP | Finance | |
|
|
|
Global Head of Human Resources | Director | HR | |
|
Apps Being Evaluated by Brown Brothers Harriman Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Brown Brothers Harriman IT executives and key decision makers. This section highlights Brown Brothers Harriman's latest recorded technology evaluations, including Kyriba Treasury for Treasury Management on 2026-03-30, IBM Financial Transaction Manager for Financial Consolidation and Close on 2026-03-10, and Linedata Navquest NAV Oversight for Portfolio and Investment Performance and Planning on 2026-02-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Brown Brothers Harriman digital transformation priorities and AI adoption trends.
FAQ - APPS RUN THE WORLD Brown Brothers Harriman Technographics
Brown Brothers Harriman is a Banking and Financial Services organization based in United States,
with around 6000 employees and annual revenues of $3.10 billion.
Brown Brothers Harriman operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, Workday HCM and IHS Markit WSOWeb,
covering areas like ERP Financial, Core HR and Loan Management.
Brown Brothers Harriman has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Workday and S&P Global.
Brown Brothers Harriman recently adopted applications including
BBH Liquidity Management Tool (LMT) in 2023, Infuse TA in 2023 and BBH KYC Assist in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Brown Brothers Harriman’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Brown Brothers Harriman’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Brown Brothers Harriman technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.