AI Buyer Insights:

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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

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● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

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● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

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● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

CIBC Private Wealth Management US
Location
3290 Northside Parkway NW, 7th Floor,
Atlanta, 30327, GA,
United States
Website
https://www.private-wealth.us.cibc.com/
Phone
1 404 881-3400
Artw industry
Banking and Financial Services
Employee
Revenue

CIBC Private Wealth Management US Technographics

CIBC Private Wealth Management US Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by CIBC Private Wealth Management US and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 CIBC Private Wealth Management US 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 US has purchased the following applications: Intuit QuickBooks Online for ERP Financial in 2017, Workday HCM for Core HR in 2019, Broadridge Revport (formerly Bonaire) for Revenue Cycle Management in 2016 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 US is running and its propensity to invest more and deepen its relationship with Intuit , SAP , Workday 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 US revenues, which have grown to $300.0 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 US 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 US Tech Stack and Enterprise Applications

CIBC Private Wealth Management US ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit QuickBooks Online ERP Financial ERP n/a 2017 2017
Expense Management ERP 2021 2021
CIBC Private Wealth Management US HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday HCM Core HR HCM n/a 2019 2020
Recruiting, Applicant Tracking System HCM 2022 2022
CIBC Private Wealth Management US ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Broadridge Legacy Broadridge Revport (formerly Bonaire) Revenue Cycle Management ERP Services and Operations n/a 2016 2016
In 2016, CIBC Private Wealth Management US deployed Broadridge Revport (formerly Bonaire) as its Revenue Cycle Management platform to centralize fee calculation and invoicing for trading activity. Broadridge Revport was provisioned to serve billing coordinators, billing supervisors, relationship managers, system administrators and business analysts within the wealth management domain, and to calculate fees tied to trades executed through the firmwide trading stack. The implementation focused on core billing and accounts receivable capabilities, the fee calculation engine, invoice generation and distribution workflows. Functional workstreams documented during the program included data management services, custom functionality development, interfaces and feeds, regression testing and reconciliation, with explicit data validation of XML flat files, trade reports and database mappings. Operational integrations were explicit parts of the implementation, Broadridge Revport consumed trade-level activity associated with the Charles River Investment Management System and supported downstream accounts receivable handoff through a JP Morgan interface as well as a separate invoice printing and distribution interface. Trade messaging flows were validated using FX messaging and FIX protocol expertise, and the broader program included parallel ETL work from Temenos Wealth Manager into the CIBC data warehouse and reporting center. Governance and rollout was structured around formal test discipline and QA leadership, with documented test strategy, SIT and UAT plans, test scenarios and detailed test cases. The program used HP ALM for test management, automated test frameworks built with Selenium Webdriver, Maven, TestNG and Cucumber, and relied on SQL, PL SQL and UNIX tooling for data validation and reconciliation across Oracle and Hadoop stacks.
CIBC Private Wealth Management US Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2016 2016
CIBC Private Wealth Management US Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2022 2022
Document Management Content Management 2019 2019
CIBC Private Wealth Management US eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Product Information Management eCommerce 2020 2020
CIBC Private Wealth Management US CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2019 2019
Sales Engagement CRM 2018 2018
CIBC Private Wealth Management US EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Environmental, Social, and Governance (ESG) EPM 2018 2018
CIBC Private Wealth Management US ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2016 2016
CIBC Private Wealth Management US Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2016 2016
Asset and Wealth Management Investment Management 2019 2019
Asset and Wealth Management Investment Management 2019 2019
Investment Research and Market Intelligence Investment Management 2014 2014
Portfolio and Investment Management Investment Management 2015 2015
Portfolio and Investment Management Investment Management 2022 2022
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2013 2013
CIBC Private Wealth Management US PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
API Management PaaS 2022 2022
API Management PaaS 2022 2022
Extract, Transform, and Load (ETL) PaaS 2012 2012
CIBC Private Wealth Management US IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Database Management, Open-Source Database IaaS 2022 2022

IT Decision Makers and Key Stakeholders at CIBC Private Wealth Management US

First Name Last Name Title Function Department Email Phone
Director of Data Engineering & Analytics Director IT
Head, Technology Operations, U.S Technology Director IT
Managing Director, Information Technology Director IT
Sr Director Of Technology Director IT
Managing Director - Enterprise Architect Director IT
Managing Director/Director of Architecture and Software Development Director IT
Show All Contacts

Apps Being Evaluated by CIBC Private Wealth Management US Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CIBC Private Wealth Management US IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CIBC Private Wealth Management US digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD CIBC Private Wealth Management US Technographics
CIBC Private Wealth Management US is a Banking and Financial Services organization based in United States, with around 800 employees and annual revenues of $300.0 million.
CIBC Private Wealth Management US operates a diverse technology stack with applications such as Intuit QuickBooks Online, Workday HCM and Broadridge Revport (formerly Bonaire), covering areas like ERP Financial, Core HR and Revenue Cycle Management.
CIBC Private Wealth Management US has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Workday and Broadridge.
CIBC Private Wealth Management US recently adopted applications including Workday Recruiting in 2022, OneSpan eSignLive in 2022 and Bloomberg AIM in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CIBC Private Wealth Management US’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates CIBC Private Wealth Management US’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 CIBC Private Wealth Management US technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.