J. Safra Sarasin
Elisabethenstrasse 62,
Basel, 4002,
Switzerland
Basel, 4002,
Switzerland
41 58 317 44 44
Banking and Financial Services
J. Safra Sarasin Technographics
J. Safra Sarasin Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by J. Safra Sarasin and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2503 J. Safra Sarasin employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that J. Safra Sarasin has purchased the following applications: SAP HCM (HR) for Core HR in 2019, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Bloomberg PORT Enterprise for Portfolio and Investment Risk Management 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 J. Safra Sarasin is running and its propensity to invest more and deepen its relationship with SAP , Cisco Systems , Bloomberg 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 J. Safra Sarasin revenues, which have grown to $1.87 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 J. Safra Sarasin 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.
J. Safra Sarasin Tech Stack and Enterprise Applications
J. Safra Sarasin HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP HCM (HR) | Core HR | HCM | n/a | 2019 | 2020 |
In 2019, J. Safra Sarasin implemented SAP HCM (HR) to support Core HR operations. The deployment focused on Basel payroll and HR operations, establishing SAP HCM (HR) as the system of record for employee compensation and time controls within the bank's HR organization. The year 2019 marks the start of documented payroll processing activity in the system by dedicated HR payroll specialists.
The implementation includes core payroll processing, time management, and statutory reporting capabilities typical of Core HR. Documented functional activity in SAP HCM (HR) covers processing payroll, entering wage mutations, declaration of social insurance and withholding tax, responsibility for time management, and administration of family allowances under a delegated procedure. Payroll specialists also use the system to prepare and represent social security reports and to advise HR business partners, line managers, and employees on wage and social security issues.
Governance and operational responsibilities were structured around specialist ownership of payroll and social insurance workflows, with explicit delegation for family allowances and time management duties. The system supports advisory and reporting workflows for HR business partners and line managers, and it centralizes payroll execution and statutory declarations within SAP HCM (HR) as the Core HR solution for the Basel HR function.
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Payroll | HCM |
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2019 | 2020 |
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J. Safra Sarasin 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 | 2021 | 2021 |
In 2021, J. Safra Sarasin implemented Cisco Webex Meetings as part of its Audio Video and Web Conferencing capabilities. The Cisco Webex Meetings deployment is surfaced directly on the bank website to enable scheduled and ad hoc meeting access for clients and employees.
Configuration focused on core meeting capabilities typical of the Audio Video and Web Conferencing category, including high definition video, audio bridging, screen sharing, recording and meeting controls, along with calendar based scheduling and participant management. Cisco Webex Meetings was configured to support both internal collaboration and external client communications across business functions.
Deployment used Cisco cloud hosted meeting infrastructure with web embedded join flows on the corporate site, preserving standard Webex meeting endpoints for browser and client access. Cisco Webex Meetings integrates with the bank website to present meeting links and join widgets, and the deployment architecture centers on SaaS hosted conferencing rather than on premise media servers.
Operational scope covers corporate communications and client facing engagement workflows, with user provisioning and meeting policy enforcement managed by the bank IT and collaboration teams. Governance emphasized centralized account management and meeting controls to align conferencing use with enterprise security and compliance practices.
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J. Safra Sarasin Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | Investment Management | n/a | 2019 | 2019 |
In 2019 J. Safra Sarasin implemented Bloomberg PORT Enterprise for Portfolio and Investment Risk Management to centralize portfolio analytics and measurement capabilities at Bank J. Safra Sarasin Ltd in Basel, Switzerland. The Bloomberg PORT Enterprise deployment served as a consolidated risk and performance engine supporting the Risk & Performance function, with emphasis on risk-factor exposure analysis and factor-based attribution workflows.
Configuration work focused on portfolio analytics, risk analytics, and performance measurement capabilities within Bloomberg PORT Enterprise, augmented by custom automation and delivery. Functional components implemented included factor-based attribution, interactive dashboarding for portfolio managers, a PowerPoint automatization tool for reporting, and a data service library to standardize inputs. Data quality checks were embedded into the ETL pipeline to enforce consistency for analytical outputs, and development leveraged SQL, python, pandas, sqlalchemy, VBA, and TortoiseSVN for code and version control.
The Bloomberg PORT Enterprise instance was integrated with Avaloq for booking and position data and with Morningstar for reference and market data, enabling end-to-end data flow into the Portfolio and Investment Risk Management environment. Operational ownership resided with the Risk & Performance team in Basel, where governance emphasized ETL validation, reusable data services, and automated report generation to support ongoing attribution and exposure analysis.
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Trade Order Management System (TOMS) | Investment Management |
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2012 | 2013 |
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IT Decision Makers and Key Stakeholders at J. Safra Sarasin
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Apps Being Evaluated by J. Safra Sarasin Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from J. Safra Sarasin IT executives and key decision makers. This section highlights J. Safra Sarasin's latest recorded technology evaluations, including FIS Front Arena OMNI (ex SunGard Omni) for Trading Platform on 2025-10-24 and FIS Cross-Asset Trading and Risk Platform (ex Front Arena) for Trade Order Management System (TOMS) on 2025-04-15. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the J. Safra Sarasin digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-10-24 | J. Safra Sarasin | Evaluated | FIS Global | FIS Front Arena OMNI (ex SunGard Omni) | Trading Platform | Investment Management |
| 2025-04-15 | J. Safra Sarasin | Evaluated | FIS Global | FIS Cross-Asset Trading and Risk Platform (ex Front Arena) | Trade Order Management System (TOMS) | Investment Management |
FAQ - APPS RUN THE WORLD J. Safra Sarasin Technographics
J. Safra Sarasin is a Banking and Financial Services organization based in Switzerland,
with around 2503 employees and annual revenues of $1.87 billion.
J. Safra Sarasin operates a diverse technology stack with applications such as
SAP HCM (HR), Cisco Webex Meetings and Bloomberg PORT Enterprise,
covering areas like Core HR, Audio Video and Web Conferencing and Portfolio and Investment Risk Management.
J. Safra Sarasin has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Cisco Systems and Bloomberg.
J. Safra Sarasin recently adopted applications including
Cisco Webex Meetings in 2021, SAP HCM (HR) in 2019 and SAP HCM Payroll in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of J. Safra Sarasin’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates J. Safra Sarasin’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 J. Safra Sarasin technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.