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BankInvest Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by BankInvest and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 BankInvest employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BankInvest has purchased the following applications: Microsoft 365 for Collaboration in 2021, Adform for Digital Advertising Platform in 2023, MSCI ESG Investing for Environmental, Social, and Governance (ESG) 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 BankInvest is running and its propensity to invest more and deepen its relationship with Microsoft , Adform , Intuit 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 BankInvest revenues, which have grown to $100.0 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 BankInvest 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adform | Legacy | Adform | Digital Advertising Platform | CRM | n/a | 2023 | 2023 |
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|
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Marketing Automation | CRM |
|
2014 | 2014 |
|
EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MSCI | Legacy | MSCI ESG Investing | Environmental, Social, and Governance (ESG) | EPM | n/a | 2019 | 2019 |
In 2019, BankInvest implemented MSCI ESG Investing to centralize Environmental, Social, and Governance (ESG) data for its investment decision workflows. The deployment positioned MSCI ESG Investing alongside Morningstar Sustainalytics as primary ESG data sources used by the Investment Manager, with the full application name MSCI ESG Investing referenced in data provisioning and operational procedures.
The implementation focused on ESG data ingestion and standardized metric feeds, including company level ratings and time series ESG scores mapped to BankInvest taxonomies for portfolio analytics. Pre-trade limits were implemented to consume MSCI ESG Investing feeds for automated screening, enabling order checks against ESG thresholds as part of the trading workflow.
MSCI ESG Investing data is sourced directly into the portfolio management system BlackRock/Aladdin, creating a straight through integration between ESG data feeds and portfolio construction and compliance tooling. Operational scope emphasized Investment Management and Compliance functions, with governance activities covering feed configuration, mapping rules, and operational procedures for using MSCI ESG Investing within pre-trade screening and portfolio monitoring.
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Environmental, Social, and Governance (ESG) | EPM |
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2019 | 2019 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2018 | 2018 |
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Portfolio and Investment Risk Management | Investment Management |
|
2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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| Date | Company | Status | Vendor | Product | Category | Market |
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