Basel, 4002,
Switzerland
Baloise Asset Management Technographics
Baloise Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Baloise 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 159 Baloise 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 Baloise Asset Management has purchased the following applications: Magnolia CMS for Content Management in 2018, SimCorp Dimension for Portfolio and Investment Management in 2015, OneTrust Cookie Consent for Governance, Risk and Compliance in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Baloise Asset Management is running and its propensity to invest more and deepen its relationship with Magnolia International , SimCorp , OneTrust 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 Baloise Asset Management revenues, which have grown to $110.0 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 Baloise 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.
Baloise Asset Management Tech Stack and Enterprise Applications
Baloise Asset Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Magnolia International | Legacy | Magnolia CMS | Content Management | Content Management | n/a | 2018 | 2018 |
In 2018, Baloise Asset Management deployed Magnolia CMS to manage content on its public website. Magnolia CMS functions as the central Content Management platform for the corporate site operated from Switzerland, providing a unified authoring surface for web content and page publishing.
The implementation emphasizes standard Content Management capabilities, including component based page templates, structured content authoring, digital asset handling, versioning, and editorial workflows with role based permissions and approval stages. Magnolia CMS is configured to support staged publishing pipelines and content delivery to the public site, with editorial and communications teams using the platform for content creation, review, and publishing governance.
|
Baloise Asset Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SimCorp | Legacy | SimCorp Dimension | Portfolio and Investment Management | Investment Management | n/a | 2015 | 2016 |
In 2015, Baloise Asset Management implemented SimCorp Dimension as its core Portfolio and Investment Management application. The implementation focused on Reporting & Controlling within the asset management organization, aligning the securities system and reporting portfolio to the needs of insurance and third-party client reporting and supporting a nine person investment controlling team.
SimCorp Dimension was configured to support functional areas explicitly called out by the organization, including performance measurement, compliance monitoring, risk analytics and asset allocation. The implementation encompassed development of investment reports, Crystal Reports and BI tool exports, SQL based data deliveries, and structured data quality technical support tied to IFRS 17/9 data deliveries including expected credit loss data flows.
Operational coverage included the investment controlling team and cross departmental project work, with responsibilities to produce analyses and simulations for senior management and to map customer requirements into the securities system. Integrations cited in the environment include Crystal Reports and BI tools as reporting front ends and SQL database workflows for data extraction and transformation, supporting both internal insurance reporting and third party client deliverables.
Governance and process work centered on strategic further development of the reporting strategy and SimCorp architecture topics for performance, compliance, risk and asset allocation, together with the structure and development of data quality support and technical operations. The implementation emphasized ongoing cross functional collaboration, specialist support for performance risk and compliance questions, and creation of repeatable reporting and data delivery processes within the Portfolio and Investment Management landscape.
|
Baloise Asset Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| OneTrust | Legacy | OneTrust Cookie Consent | Governance, Risk and Compliance | TRM | n/a | 2021 | 2021 |
In 2021 Baloise Asset Management deployed OneTrust Cookie Consent on its public website as a Governance, Risk and Compliance control for web-based privacy and consent management. Baloise Asset Management implemented OneTrust Cookie Consent to establish a centralized consent layer for its web properties, integrating standard client-side consent orchestration and policy enforcement into the site experience.
The deployment focuses on cookie consent modules common to the Governance, Risk and Compliance category, including a consent banner, preference center for granular user choices, cookie categorization, automated cookie scanning, and consent recording for audit and compliance purposes. Operational ownership spans privacy, legal, marketing, and IT functions, with governance oriented around consent policy configuration, cookie classification workflows, and retention of consent logs to support regulatory compliance and privacy requests.
|
IT Decision Makers and Key Stakeholders at Baloise Asset Management
Apps Being Evaluated by Baloise Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||