BMO Global Asset Management Asia
3808 One Exchange Square, 8 Connaught Place, Central,
Hong Kong, x,
Hong Kong
Hong Kong, x,
Hong Kong
852 2845 4433
Banking and Financial Services
BMO Global Asset Management Asia Technographics
BMO Global Asset Management Asia Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BMO Global Asset Management Asia and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2200 BMO Global Asset Management Asia employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BMO Global Asset Management Asia has purchased the following applications: Microsoft 365 for Collaboration in 2020, Hotjar for Customer Experience in 2017, Charles River IMS - Portfolio Management for Portfolio and Investment Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems BMO Global Asset Management Asia is running and its propensity to invest more and deepen its relationship with Microsoft , Contentsquare , Quantcast 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 BMO Global Asset Management Asia revenues, which have grown to $560.0 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 BMO Global Asset Management Asia 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.
BMO Global Asset Management Asia Tech Stack and Enterprise Applications
BMO Global Asset Management Asia Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, BMO Global Asset Management Asia deployed Microsoft 365 as its Collaboration platform. The rollout targeted corporate offices in Hong Kong and regional asset management teams across Asia, positioning Microsoft 365 as the primary collaboration and productivity suite for investment, distribution, marketing, and corporate functions.
The Microsoft 365 implementation centers on Microsoft Teams for real-time collaboration, Exchange Online for enterprise email, SharePoint Online and OneDrive for centralized document management, and Office desktop and web applications for authoring and reviews. Configuration work included tenant provisioning and identity integration with Azure Active Directory to provide single sign-on and role-based access, alongside basic automation of document lifecycle and team site templates to support fund documentation and client reporting workflows.
Governance and operational controls were scoped to financial services requirements, with information classification, retention policies, conditional access controls, and compliance settings applied across the tenant. The deployment supported collaborative authoring and approval workflows that feed corporate content creation and web publishing processes, with Microsoft 365 used to consolidate meeting orchestration, secure document sharing, and internal communications for regional investment and client servicing teams.
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BMO Global Asset Management Asia CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2017 | 2017 |
In 2017, BMO Global Asset Management Asia implemented Hotjar as part of its Customer Experience instrumentation on the public Hong Kong website https://www.bmogam.com/hk-en/. The deployment targeted page level behavioral analytics across marketing and fund information pages, with Hotjar installed via the website tag to capture session recordings and heatmaps. Hotjar was configured to track user flows on investment product pages and navigation paths, providing UX and content teams with qualitative behavior signals.
Functional modules implemented included Hotjar heatmaps, session recordings, conversion funnels, and on page feedback polls and surveys, configured to surface click, move, and scroll patterns and to collect direct user feedback. Operational ownership centered with digital marketing and user experience teams, who integrated recorded sessions and funnel observations into their content optimization and quantitative analytics workflows. Governance emphasized instrumentation standards and sampling controls to manage data volumes and maintain analysis consistency.
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2016 | 2016 |
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BMO Global Asset Management Asia Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Charles River Development | Legacy | Charles River IMS - Portfolio Management | Portfolio and Investment Management | Investment Management | n/a | 2014 | 2014 |
In 2014, BMO Global Asset Management Asia implemented Charles River IMS - Portfolio Management using a private cloud, fully hosted deployment to support its Hong Kong and London operations. The deployment covered BMO Global Asset Management (Asia) Limited and LGM Investments, placing Charles River IMS - Portfolio Management at the center of front and middle office investment workflows for the firm.
The implementation configured core Portfolio and Investment Management capabilities including portfolio management, trading, compliance, and post-trade processing, aligned to equity, fixed income, and ETF business functions. Configuration work emphasized workflow orchestration across order handling, compliance rule enforcement, trade allocation and settlement coordination, consistent with standard front and middle office functional patterns for the category.
Architecture was a private cloud, fully hosted and managed environment operated by Charles River Development, leveraging Charles River’s broker-neutral FIX network for execution connectivity. The hosted model centralized application and infrastructure management with vendor operations responsible for timely access to new functionality and day to day system support, improving data accuracy through a single platform of record.
Operational governance centralized cross-border processes between Hong Kong and London, consolidating portfolio and trading controls under a single managed platform. BMO cited reduced operational risk and enhanced workflow efficiencies as primary outcomes, while vendor statements highlighted lower operating costs and increased user satisfaction through managed application and infrastructure services.
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BMO Global Asset Management Asia IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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BMO Global Asset Management Asia CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at BMO Global Asset Management Asia
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by BMO Global Asset Management Asia Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BMO Global Asset Management Asia IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BMO Global Asset Management Asia digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD BMO Global Asset Management Asia Technographics
BMO Global Asset Management Asia is a Banking and Financial Services organization based in Hong Kong,
with around 2200 employees and annual revenues of $560.0 million.
BMO Global Asset Management Asia operates a diverse technology stack with applications such as
Microsoft 365, Hotjar and Charles River IMS - Portfolio Management,
covering areas like Collaboration, Customer Experience and Portfolio and Investment Management.
BMO Global Asset Management Asia has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Contentsquare and Charles River Development.
BMO Global Asset Management Asia recently adopted applications including
Cloudflare CDN in 2021, Microsoft 365 in 2020 and Proofpoint Email Security and Protection in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of BMO Global Asset Management Asia’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates BMO Global Asset Management Asia’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 BMO Global Asset Management Asia technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.