Madrid, 28046,
Spain
Andbank Asset Management Technographics
Andbank Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Andbank Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 364 Andbank Asset Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Andbank Asset Management has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, Bloomberg AIM for Portfolio and Investment Management in 2014, Twilio Sendgrid for Transactional Email in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Andbank Asset Management is running and its propensity to invest more and deepen its relationship with Cisco Systems , Bloomberg , Twilio 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 Andbank Asset Management revenues, which have grown to $80.0 million 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 Andbank Asset Management 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.
Andbank Asset Management Tech Stack and Enterprise Applications
Andbank Asset Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018 Andbank Asset Management deployed Cisco Webex Meetings. The deployment uses Cisco Webex Meetings on their website to provide client access and to support internal collaboration for asset management and wealth advisory teams, framed as an Audio Video and Web Conferencing capability for standardized synchronous communication across client-facing workflows and internal committees.
Configuration focused on core conferencing modules including hosted video meetings, screen sharing, session recording, participant management, and access controls, consistent with standard Cisco Webex Meetings functionality. The rollout emphasized embedded meeting access on the corporate website to enable external client sessions while enabling internal use for investment committees and advisory meetings, and governance lines were established to align meeting use with operational policies and compliance oversight, with phased adoption by business function to limit disruption.
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Andbank Asset Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg AIM | Portfolio and Investment Management | Investment Management | Optimissa | 2014 | 2014 |
In 2014, Andbank Asset Management implemented Bloomberg AIM, a Portfolio and Investment Management application, to centralize portfolio and order workflows across its wealth management investment desk. The deployment targeted Andbank Wealth Management, SGIIC, S.A. investment operations and was realized during a period when internal investment managers were actively leading platform projects between 2012 and 2015.
Bloomberg AIM was configured to support portfolio management and order management workflows typical for Portfolio and Investment Management, including trade capture and execution support for RV equities, RF fixed income, investment funds, derivatives and foreign exchange. The implementation included configuration of position keeping, performance reporting and compliance rule sets aligned with the firm’s investment management, execution and brokerage responsibilities for IICs and managed portfolios.
The AIM deployment was integrated with existing tooling through direct collaboration with RD Sistemas and Nexus tools as part of the implementation footprint. Operational coverage emphasized front-office investment managers and supporting middle-office processes in the Andbank Wealth Management group based in Madrid and across the firm’s investment management activities in Spain.
Optimissa served as the implementation partner, working alongside an internal Andbank investment implementation lead to govern configuration, user acceptance testing and phased rollout of Bloomberg AIM. Governance changes focused on formalizing order routing and settlement workflows, embedding compliance controls in AIM, and establishing operational ownership between investment management and middle-office teams.
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Andbank Asset Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2019 | 2019 |
In 2019 Andbank Asset Management implemented Twilio Sendgrid to support Transactional Email on its public website. The deployment focuses on website-driven transactional communications, supporting customer notifications, system alerts, and other programmatic messages tied to online banking and customer account interactions.
The Twilio Sendgrid implementation incorporates core Transactional Email capabilities common to this category, including template management for reusable message content, delivery infrastructure for API and SMTP based sending, event webhook processing for delivery and engagement events, and suppression and bounce handling to manage deliverability. Configuration work centers on message templates, domain authentication and reputation controls, and event pipelines to surface send status to application logs and operational teams.
Operational scope is centered on the corporate website and the teams responsible for digital channels, customer operations, and compliance within Andbank Asset Management. Governance and workflow practices emphasize centralized template controls and approval processes for customer facing messages to maintain brand consistency and regulatory compliance in the banking environment.
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Andbank Asset Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Andbank Asset Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Web Application Firewalls (WAF) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Andbank Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Portfolio Manager | Manager | Investment | ||||
| Middle Manager | Manager | Finance | ||||
| CEO | CXO | Finance |
Apps Being Evaluated by Andbank Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||