Stockholm, 103 38,
Sweden
Carnegie Investment Bank Technographics
Carnegie Investment Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Carnegie Investment Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 787 Carnegie Investment Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Carnegie Investment Bank has purchased the following applications: Microsoft 365 for Collaboration in 2018, Microsoft Dynamics 365 Marketing for Marketing Automation in 2023, FIS Cross-Asset Trading and Risk Platform (ex Front Arena) for Trade Order Management System (TOMS) in 2005 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Carnegie Investment Bank is running and its propensity to invest more and deepen its relationship with Microsoft , FIS Global , Tietoevry 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 Carnegie Investment Bank revenues, which have grown to $378.0 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 Carnegie Investment Bank 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.
Carnegie Investment Bank Tech Stack and Enterprise Applications
Carnegie Investment Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Carnegie Investment Bank implemented Microsoft 365. The deployment is described on the company website and is categorized as Collaboration for supporting internal communication and document workflows.
The Microsoft 365 implementation centered on core Collaboration capabilities common to the suite, including cloud email and calendaring, intranet and document management, persistent chat and meetings, personal file sync, and the productivity applications that comprise Microsoft 365. Configuration work focused on provisioning tenant services, mailbox and SharePoint site structures, Teams channels for group collaboration, and OneDrive for individual file storage to align with corporate content lifecycle and collaboration patterns.
Operational coverage for the rollout targeted Carnegie Investment Bank’s corporate and investment functions across Sweden, with centralized tenant administration and identity aligned governance to manage access and compliance. Governance and process changes emphasized role based access controls, site and channel lifecycle policies, and centralized administration workflows to standardize collaboration practices under the Microsoft 365 environment.
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Carnegie Investment Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 Marketing | Marketing Automation | CRM | n/a | 2023 | 2023 |
In 2023, Carnegie Investment Bank implemented Microsoft Dynamics 365 Marketing on its website. The deployment leverages Microsoft Dynamics 365 Marketing, within the Marketing Automation category, to centralize web-driven campaign orchestration and digital engagement for the corporate site.
The implementation emphasizes core Marketing Automation capabilities typical of the application, including web form capture and tracking, customer journey orchestration, targeted segmentation and content personalization, and email campaign management. Configuration work focuses on mapping web event signals into campaign journeys and standardizing reusable marketing assets and templates for consistent outreach.
Operational ownership is concentrated in Carnegie Investment Bank marketing and digital teams, with the application embedded in the public website to drive lead capture and engagement workflows. Governance practices were adjusted to support campaign approvals and content versioning within the Marketing Automation environment, aligning web channels to a single marketing application from Microsoft.
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Carnegie Investment Bank Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Cross-Asset Trading and Risk Platform (ex Front Arena) | Trade Order Management System (TOMS) | Investment Management | n/a | 2005 | 2006 |
In 2005 Carnegie Investment Bank implemented FIS Cross-Asset Trading and Risk Platform (ex Front Arena) as its Trade Order Management System (TOMS). The deployment provided cross-asset trade capture, order lifecycle management, position keeping and risk analytics to support the bank's trading desks and front-office workflows.
Configuration and operationalization emphasized platform administration and service management, with a dedicated trading system technician role responsible for day-to-day administration and independent operational decisions. Implementation work focused on configuring trade processing flows, order management controls, and risk module parameterization consistent with a cross-asset trading and risk platform.
Operational coverage included the trading business and the IT department in Stockholm, with documented daily contact and coordination extending to overseas offices. FIS Cross-Asset Trading and Risk Platform (ex Front Arena) was embedded into front-office workflows and runbook-driven support processes to maintain trading operations and business continuity.
Governance centered on close cooperation between traders and IT, formalized handoffs to trading system specialists, and a support model requiring rapid decision making by on-call technicians. Service descriptions from the period emphasize administration, management, and direct business support responsibilities rather than program level restructuring.
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Transfer Agency | Investment Management |
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2011 | 2011 |
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Carnegie Investment Bank TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Treasury Management | TRM |
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2022 | 2023 |
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Carnegie Investment Bank 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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IT Decision Makers and Key Stakeholders at Carnegie Investment Bank
Apps Being Evaluated by Carnegie Investment Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-05-02 | Carnegie Investment Bank | Evaluated | FIS Global | FIS Front Arena OMNI (ex SunGard Omni) | Trading Platform | Investment Management |
| 2025-02-04 | Carnegie Investment Bank | Evaluated | 24SevenOffice | 24SevenOffice CRM | CRM | CRM |
| 2024-12-10 | Carnegie Investment Bank | Evaluated | FIS Global | FIS Cross-Asset Trading and Risk Platform (ex Front Arena) | Trade Order Management System (TOMS) | Investment Management |