Boston Private
450 Boylston St,
Boston, 2116, MA,
United States
Boston, 2116, MA,
United States
1 617-912-4500
Banking and Financial Services
Boston Private Technographics
Boston Private Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Boston Private and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1200 Boston Private employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Boston Private has purchased the following applications: Emburse Enterprise for Expense Management in 2019, UKG Pro Learning (ex Ultipro Learning) for Learning and Development in 2020, Apiture Digital Banking for Digital Banking in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Boston Private is running and its propensity to invest more and deepen its relationship with Emburse , UKG , Apiture 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 Boston Private revenues, which have grown to $900.0 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 Boston Private 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.
Boston Private Tech Stack and Enterprise Applications
Boston Private ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Emburse | Legacy | Emburse Enterprise | Expense Management | ERP | n/a | 2019 | 2019 |
In 2019 Boston Private implemented Emburse Enterprise as its Expense Management application. The initiative targeted automation of employee expense reporting and management of domestic travel bookings, and it was driven by prior use of Chrome River to track expenses and by internal processes for managing calendar appointments. Emburse Enterprise was positioned to consolidate travel and expense workflows under a single Expense Management platform for the bank.
The Emburse Enterprise implementation focused on core expense capture, receipt imaging, policy enforcement, approval routing, and travel expense reconciliation. Emburse Enterprise was configured to align expense lines with calendar-managed appointments and to support typical travel expense constructs such as per diem handling and mileage where required. Configuration emphasized approval chains and expense policy validation consistent with banking finance operations.
Operational coverage centered on employees responsible for domestic travel and expense submission across Boston Private in the United States, with primary business functions impacted including finance, accounting, travel coordination, and administrative staff. The deployment incorporated integrations with calendar systems and travel booking workflows to correlate appointments and travel-related expenses, and it accommodated standard card and expense ingestion patterns expected in Expense Management deployments. No implementation partner is recorded for this project.
Governance changes included formalized approval workflows, centralized policy configuration in the Emburse Enterprise platform, and audit-ready expense records for finance review. Rollout was implemented in phases to validate calendar and travel reconciliation processes before broader adoption, and operational ownership was aligned with corporate finance to manage ongoing policy adjustments and user support.
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Boston Private HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Learning (ex Ultipro Learning) | Learning and Development | HCM | n/a | 2020 | 2020 |
In 2020, Boston Private implemented UKG Pro Learning (ex Ultipro Learning) in the Learning and Development category. The Talent and Leadership Development Team led a company wide release of UKG Pro Learning (ex Ultipro Learning) to all employees, positioning the application as the central learning management system for Talent and Leadership Development functions across the firm.
Deployment emphasized core LMS capabilities consistent with Learning and Development platforms, including course catalog management, enrollment and assignment workflows, learner progress tracking, and reporting for compliance and talent development. The rollout was managed by the Talent and Leadership Development Team with weekly collaboration with vendors and the Project Management Team, establishing operational governance around content publishing, role based access for HR and learning administrators, and centralized course administration for company wide training initiatives.
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Boston Private ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Apiture | Legacy | Apiture Digital Banking | Digital Banking | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020 Boston Private deployed Apiture Digital Banking on its public website as the bank’s Digital Banking platform for customer-facing online account and transaction services. The implementation establishes Apiture Digital Banking as the primary web channel for online account access, statement delivery and transaction initiation while presenting a unified customer interface tied to Boston Private’s digital presence.
The deployment reflects a channel-focused architecture, with Apiture Digital Banking implemented as a web-integrated front end that interfaces with the bank’s backend systems via API-based connectivity to support authentication, account display, payments initiation, secure messaging and session management. Operational scope centers on customer online banking workflows, and the configuration emphasizes modular digital banking capabilities typical of the Digital Banking category, including responsive UI and transaction orchestration, while remaining embedded in Boston Private’s existing web estate.
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Loan Management | ERP Services and Operations |
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2010 | 2010 |
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Boston Private Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Boston Private Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Boston Private CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Boston Private TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Boston Private PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2015 | 2015 |
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Boston Private 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Boston Private
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Boston Private Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Boston Private IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Boston Private digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Boston Private Technographics
Boston Private is a Banking and Financial Services organization based in United States,
with around 1200 employees and annual revenues of $900.0 million.
Boston Private operates a diverse technology stack with applications such as
Emburse Enterprise, UKG Pro Learning (ex Ultipro Learning) and Apiture Digital Banking,
covering areas like Expense Management, Learning and Development and Digital Banking.
Boston Private has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Emburse, UKG and Apiture.
Boston Private recently adopted applications including
DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and Google Cloud Platform (GCP) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Boston Private’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Boston Private’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 Boston Private technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.