Toronto, M5J 0B6, ON,
Canada
CIBC Mellon Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by CIBC Mellon and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1800 CIBC Mellon employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CIBC Mellon has purchased the following applications: Tableau for Analytics and BI in 2020, Amazon EC2 for Application Hosting and Computing Services in 2016, CGI Wealth360 for Asset and Wealth Management 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 CIBC Mellon is running and its propensity to invest more and deepen its relationship with Tableau Software , Microsoft , Alteryx 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 CIBC Mellon revenues, which have grown to $423.0 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 CIBC Mellon 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.
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2020 | 2020 | ||
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon EC2 | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 | ||
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| CGI Group | Legacy | CGI Wealth360 | Asset and Wealth Management | Investment Management | n/a | 2020 | 2020 | In 2020 CIBC Mellon deployed CGI Wealth360 as its Asset and Wealth Management platform. The implementation is centered on supporting portfolio analysis and securities valuation workflows within its Toronto operations, with CGI Wealth360 used as the primary administrative pricing and reporting environment. CGI Wealth360 has been configured to support security pricing and valuation processes, including modules for daily market pricing, valuation techniques and held securities accounting. The platform is used by portfolio analysts to price more than 3,500 global securities each day, and to produce reconciliations for financial reports and held securities pricing inside the W360 admin environment. Operational tool adjacencies and data flows include Bloomberg for market data reference, SQL Developer for database querying and staging, and Excel macros for automation of valuation spreadsheets and reconciliation routines. These integrations and automations are used to feed pricing inputs into CGI Wealth360 and to extract reconciled positions for middle office and reporting use cases. Governance and controls emphasize adherence to established policies and procedures to minimize risk and operational losses, with the solution impacting portfolio management, middle office operations, and risk control workflows. The deployment of CGI Wealth360 centralized pricing and reconciliation workstreams, creating a single application context for valuation, reporting and operational controls within CIBC Mellon’s Asset and Wealth Management function. | |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Collaboration | Collaboration |
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2021 | 2021 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Core HR | HCM |
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2014 | 2014 |
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Recruiting, Applicant Tracking System | HCM |
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2014 | 2014 |
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Time and Attendance | HCM |
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2013 | 2013 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Document Management | Content Management |
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2019 | 2019 |
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Enterprise Content Management | Content Management |
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2019 | 2019 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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EPM | EPM |
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2004 | 2005 |
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ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Expense Management | ERP Financial Management |
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2019 | 2019 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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FX and Currency Management | TRM |
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2015 | 2015 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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IT Service Management | ITSM |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Marketing Automation | CRM |
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2018 | 2018 |
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| Date | Company | Status | Vendor | Product | Category | Market |
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