Toronto, M5L 1A2, ON,
Canada
CIBC Private Wealth Management Canada Technographics
CIBC Private Wealth Management Canada Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CIBC Private Wealth Management Canada and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 CIBC Private Wealth Management Canada 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 Private Wealth Management Canada has purchased the following applications: Publitas for Product Information Management in 2020, CGI Wealth360 Fund Accounting (formerly mPower) for Portfolio and Investment 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 Private Wealth Management Canada is running and its propensity to invest more and deepen its relationship with Publitas , CGI Group 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 Private Wealth Management Canada revenues, which have grown to $8.0 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 Private Wealth Management Canada 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.
CIBC Private Wealth Management Canada Tech Stack and Enterprise Applications
CIBC Private Wealth Management Canada eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Publitas | Legacy | Publitas | Product Information Management | eCommerce | n/a | 2020 | 2020 |
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CIBC Private Wealth Management Canada Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CGI Group | Legacy | CGI Wealth360 Fund Accounting (formerly mPower) | Portfolio and Investment Management | Investment Management | n/a | 2020 | 2020 |
In 2020, CIBC Private Wealth Management Canada implemented CGI Wealth360 Fund Accounting (formerly mPower) for Portfolio and Investment Management to establish a centralized platform for fund and portfolio accounting. The deployment positioned CGI Wealth360 Fund Accounting as the system of record for fund-level ledgers, portfolio accounting, and client statement generation within the private wealth business.
Configuration work centered on core fund accounting and portfolio accounting modules, trade lifecycle processing, cash and position reconciliation, and client reporting capabilities. The implementation included performance reporting and configurable accounting rules aligned to Portfolio and Investment Management workflows, with data model adaptations for private wealth account structures.
Integrations connected CGI Wealth360 Fund Accounting with the firms in-house client onboarding and in-house reporting systems, enabling exchange of client master data, account opening events, and periodic statement data. Cross-functional workstreams comprised business sponsors, operations, vendors and technology teams who coordinated interface development, data validation and testing activities.
Governance relied on a business systems oversight model with a Senior Business System Analyst coordinating sponsors and operations to align configuration, testing and user acceptance. The rollout used staged configuration and a controlled go-live approach for accounting feeds and embedded reporting workflows into the in-house reporting environment.
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IT Decision Makers and Key Stakeholders at CIBC Private Wealth Management Canada
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Apps Being Evaluated by CIBC Private Wealth Management Canada Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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