Baloise Holding Technographics
Baloise Holding Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Baloise Holding and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 9000 Baloise Holding 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 Holding has purchased the following applications: Serrala FinanceSuite Accounts Payable for AP Automation in 2015, Personio ATS for Applicant Tracking System in 2021, Guidewire BillingCenter for Insurance Billing Administration 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 Baloise Holding is running and its propensity to invest more and deepen its relationship with Serrala , SAP , Rydoo 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 Holding revenues, which have grown to $7.41 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 Baloise Holding 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 Holding Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Serrala | Legacy | Serrala FinanceSuite Accounts Payable | AP Automation | ERP Financial Management | n/a | 2015 | 2015 |
In 2015, Baloise Holding implemented Serrala FinanceSuite Accounts Payable as an AP Automation initiative to optimize inbound and outbound payments and strengthen treasury controls. The Serrala FinanceSuite Accounts Payable deployment is positioned alongside Serrala FS² CashLiquidity, Treasury and Autobank components to create a payments and cash management layer supporting insurance payouts and customer disbursements.
The implementation combined accounts payable automation with cash liquidity and treasury capabilities, aligning invoice-to-pay workflows, payment file orchestration and bank connectivity. Serrala FinanceSuite Accounts Payable provided authorization controls and payment modification workflows that were extended by FS² CashLiquidity for visibility into cash positions and by Autobank for bank communication and file exchange.
Integration was executed as SAP integrated solutions, linking Serrala modules to SAP financials to automate posting and reconcile outbound and inbound payments. Operational coverage targeted treasury and payment operations across Baloise Group, including customer payments and pension scheme disbursements, enabling centralized payment authorization and faster execution of transactional payments.
Governance changes emphasized centralized control of payment authorizations and the ability to modify payments quickly, particularly for pension scheme scenarios. Reported outcomes from the Serrala deployment included faster customer payments, centralized payment authorization, streamlined payment modification workflows and optimized interest rate management through improved cash liquidity visibility.
|
|
|
|
|
ERP Financial | ERP Financial Management |
|
2019 | 2020 |
|
|
|
|
|
Expense Management | ERP Financial Management |
|
2014 | 2014 |
|
|
|
|
|
Expense Management | ERP Financial Management |
|
2020 | 2020 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Personio | Legacy | Personio ATS | Applicant Tracking System | HCM | n/a | 2021 | 2021 |
In 2021, Baloise Holding deployed Personio ATS as its Applicant Tracking System. The implementation placed Personio ATS on Baloise's public career site to centralize application intake for the 9,000 employee insurance group in Switzerland.
Configuration emphasized core Applicant Tracking System capabilities, including job requisition and posting management, candidate profile capture, application status tracking, and recruiter and hiring manager workflows. Personio ATS was set up to maintain a centralized candidate database and provide recruiter facing interfaces for pipeline management and candidate communication. Standard category workflows such as structured screening, interview scheduling, and offer coordination were instrumented to align with corporate hiring processes.
Operational scope covered Talent Acquisition and recruiting teams and extended to hiring managers via the career site and internal hiring workflows. Integrations noted in the implementation are focused on the corporate website career portal for direct application capture, supported by role based access controls and administrative configuration for openings and candidate data. Governance centered on centralized HR administration of postings and pipeline management to ensure consistent vacancy handling across the organization.
|
|
|
|
|
Candidate Relationship Management | HCM |
|
2018 | 2018 |
|
|
|
|
|
Compensation Management | HCM |
|
2015 | 2015 |
|
|
|
|
|
Core HR | HCM |
|
2010 | 2010 |
|
|
|
|
|
Digital Adoption | HCM |
|
2020 | 2020 |
|
|
|
|
|
Performance and Goal Management | HCM |
|
2015 | 2015 |
|
|
|
|
|
Succession and Leadership Planning | HCM |
|
2015 | 2015 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Guidewire | Legacy | Guidewire BillingCenter | Insurance Billing Administration | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017 Baloise Holding implemented Guidewire BillingCenter as part of a coordinated Guidewire core platform rollout, explicitly addressing Insurance Billing Administration across its property business line. The Guidewire BillingCenter deployment formed one element of a broader program that included core underwriting, policy administration, billing and data products implemented sequentially across property and then motor business lines.
Guidewire BillingCenter was configured to support centralized billing workflows, invoicing, receivables management and automated billing schedules consistent with Insurance Billing Administration functional expectations. The implementation emphasized configuration of billing rules and event-driven invoice generation to align with underwriting and policy lifecycle events, ensuring billing processes followed policy administration changes.
The BillingCenter deployment was integrated with the insurer's Guidewire data stack, notably Guidewire DataHub which was established as the enterprise data management system. Guidewire DataHub was used to execute the first DataHub migration in Europe, migrating more than 250,000 policies, and the BillingCenter implementation was operated in close coordination with policy administration and underwriting components to preserve data integrity across customer, policy and billing records.
Governance focused on staged rollout across business lines and stabilized data migration processes to secure customer and broker confidence in billing accuracy. The program aimed to strengthen data integrity and security while positioning the company to offer more flexible insurance products, and the organization reported the migration as stable and poised to reduce total cost of ownership through further efficiency gains.
|
|
|
|
|
Insurance Policy Administration | ERP Services and Operations |
|
2017 | 2017 |
|
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2020 | 2020 |
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Data Warehouse | Analytics and BI |
|
2020 | 2020 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2018 | 2018 |
|
|
|
|
|
Collaboration | Collaboration |
|
2021 | 2021 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Management | Content Management |
|
2011 | 2011 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2022 | 2023 |
|
|
|
|
|
Risk Management | TRM |
|
2016 | 2016 |
|
|
|
|
|
Treasury Management | TRM |
|
2015 | 2015 |
|
|
|
|
|
Treasury Management | TRM |
|
2015 | 2015 |
|
|
|
|
|
Whistleblowing Management | TRM |
|
2018 | 2018 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Apps Development | PaaS |
|
2021 | 2021 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2024 | 2025 |
|
IT Decision Makers and Key Stakeholders at Baloise Holding
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Baloise Holding Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||