Compagnie Financiere Tradition
11, rue de Langallerie,
Lausanne, 1003,
Switzerland
Lausanne, 1003,
Switzerland
41 21 343 5287
Banking and Financial Services
Compagnie Financiere Tradition Technographics
Compagnie Financiere Tradition Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Compagnie Financiere Tradition and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2450 Compagnie Financiere Tradition employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Compagnie Financiere Tradition has purchased the following applications: Corvil Analytics for Analytics and BI in 2013, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021, Atlassian Jira Service Desk for IT Service Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Compagnie Financiere Tradition is running and its propensity to invest more and deepen its relationship with Pico , Salesforce , Atlassian 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 Compagnie Financiere Tradition revenues, which have grown to $947.6 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 Compagnie Financiere Tradition 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.
Compagnie Financiere Tradition Tech Stack and Enterprise Applications
Compagnie Financiere Tradition Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pico | Legacy | Corvil Analytics | Analytics and BI | Analytics and BI | n/a | 2013 | 2013 |
In 2013 Compagnie Financiere Tradition implemented Corvil Analytics to establish independent, real-time operational performance monitoring across its electronic FX trading platforms. The deployment targeted the Trad‑X and ParFX platforms and was scoped to surface latency, fill-rate and order lifecycle metrics to platform participants and operations teams.
Corvil Analytics was configured as an independent monitoring tier delivering message-level visibility, real-time timing and event sequencing, and order lifecycle tracing. The implementation leveraged Analytics and BI capabilities to provide continuous telemetry, alerting on anomalous latency and gaps in fill-rate visibility, and to support forensic reconstruction of order events.
The deployment captured telemetry directly from Trad‑X and ParFX trading flows to provide a unified view across Compagnie Financiere Tradition's global FX venues, supporting trading platform operations and market surveillance functions. Instrumentation was applied across live trading venues to ensure consistent visibility for platform participants.
Governance was oriented around transparency and proactive performance management, using the independent monitoring outputs to inform fairness controls and participant communications. Outcomes explicitly included improved transparency for platform participants and the ability to proactively manage performance and fairness on global FX trading venues.
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Compagnie Financiere Tradition CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021 Compagnie Financiere Tradition implemented Salesforce Sales Cloud to support core Sales Automation,CRM,Sales Engagement needs. The Salesforce Sales Cloud deployment is instrumented on their public website to capture inbound leads and route prospect data into a centralized sales pipeline.
Configuration focused on standard Sales Cloud capabilities, including lead and opportunity management, account and contact data model alignment, pipeline reporting and forecasting, activity tracking, and sales engagement features such as templated email workflows and sequence automation. The implementation used configurable objects, custom fields and dashboards to align CRM data with commercial workflows and to provide sales visibility.
Operational coverage centers on commercial and client-facing sales functions, with Salesforce Sales Cloud acting as the system of record for sales activity and pipeline progression. The website integration supports web form capture and lead assignment, enabling continuity between external prospect interactions and internal CRM processes.
Governance emphasized sales process standardization and stage-based opportunity management, with role-based access controls and dashboard-driven performance monitoring to support cadence and handoffs. The rollout prioritized CRM-driven workflow enforcement and reporting consistency rather than bespoke application extensions.
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Compagnie Financiere Tradition ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Atlassian | Legacy | Atlassian Jira Service Desk | IT Service Management | ITSM | n/a | 2018 | 2018 |
In 2018, Compagnie Financiere Tradition implemented Atlassian Jira Service Desk. The company deployed Atlassian Jira Service Desk as its IT Service Management platform and exposed the service portal on the corporate website, positioning the application as a public facing intake channel for service requests and incidents across the organization.
The deployment configured the service portal and request queues, incident and request management workflows, SLA configurations, a linked knowledge base and automation rules for ticket routing and escalation. Request types and structured forms were standardized to support a catalog driven request fulfillment model and to enforce approval chains within the ticket lifecycle.
On the website the Atlassian Jira Service Desk portal is embedded to provide both authenticated and anonymous submission paths, and to serve as the primary intake channel for IT support and operational service functions. Operational coverage aligned service desk teams with internal business units to centralize triage, incident resolution and fulfillment processes.
Governance work centered on request classification, SLA rule definition and creation of reporting dashboards for operational oversight. The Atlassian Jira Service Desk application was instrumented as the system of record for ticket lifecycle management within IT Service Management.
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Compagnie Financiere Tradition IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Compagnie Financiere Tradition CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
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|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2013 | 2013 |
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|
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Secure Email Gateways (SEGs) | CyberSecurity |
|
2022 | 2022 |
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|
|
|
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Web Application Firewalls (WAF) | CyberSecurity |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Compagnie Financiere Tradition
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Compagnie Financiere Tradition Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Compagnie Financiere Tradition IT executives and key decision makers. This section highlights Compagnie Financiere Tradition's latest recorded technology evaluations, including Bloomberg AIM for Portfolio and Investment Management on 2025-10-07, FIS Kiodex for Risk Management on 2025-05-27, and DTCC TradeSuite ID for Risk Management on 2025-04-02. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Compagnie Financiere Tradition digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-10-07 | Compagnie Financiere Tradition | Evaluated | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | Investment Management |
| 2025-05-27 | Compagnie Financiere Tradition | Evaluated | FIS Global | FIS Kiodex | Risk Management | TRM |
| 2025-04-02 | Compagnie Financiere Tradition | Evaluated | DTCC | DTCC TradeSuite ID | Risk Management | TRM |
| 2024-12-09 | Compagnie Financiere Tradition | Evaluated |
|
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Portfolio and Investment Management | Investment Management |
| 2024-11-04 | Compagnie Financiere Tradition | Evaluated |
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Education ERP | ERP Services and Operations |
| 2024-10-27 | Compagnie Financiere Tradition | Evaluated |
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Marketing Automation | CRM |
FAQ - APPS RUN THE WORLD Compagnie Financiere Tradition Technographics
Compagnie Financiere Tradition is a Banking and Financial Services organization based in Switzerland,
with around 2450 employees and annual revenues of $947.6 million.
Compagnie Financiere Tradition operates a diverse technology stack with applications such as
Corvil Analytics, Salesforce Sales Cloud and Atlassian Jira Service Desk,
covering areas like Analytics and BI, Sales Automation, CRM, Sales Engagement and IT Service Management.
Compagnie Financiere Tradition has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Pico, Salesforce and Atlassian.
Compagnie Financiere Tradition recently adopted applications including
Proofpoint Email Security and Protection in 2022, Salesforce Sales Cloud in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Compagnie Financiere Tradition’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Compagnie Financiere Tradition’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 Compagnie Financiere Tradition technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.