E-Trade Financial Corporation
671 N Glebe Rd Suite 1000,
Arlington, 22203, VA,
United States
Arlington, 22203, VA,
United States
1 877-800-1208
Banking and Financial Services
E-Trade Financial Corporation Technographics
E-Trade Financial Corporation Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by E-Trade Financial Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4100 E-Trade Financial Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that E-Trade Financial Corporation has purchased the following applications: Oracle E-Business Suite for ERP Financial in 2011, UKG Workforce Central Timekeeper (ex Kronos Workforce Timekeeper) for Time and Attendance in 2012, Microsoft Power BI for Analytics and BI in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems E-Trade Financial Corporation is running and its propensity to invest more and deepen its relationship with Oracle , UKG , Microsoft 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 E-Trade Financial Corporation revenues, which have grown to $1.85 billion 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 E-Trade Financial Corporation 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.
E-Trade Financial Corporation Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle E-Business Suite | ERP Financial | ERP Financial Management | n/a | 2011 | 2011 |
In 2011, E-Trade Financial Corporation upgraded its Oracle Financial environment to Oracle E-Business Suite R12.1.2, executing a version upgrade from 11i to R12.1.2 to consolidate core accounting processes. The initiative centered on establishing Oracle E-Business Suite as the primary ERP Financial platform across a multi-organization global environment.
The implementation covered functional design and configuration of General Ledger, Accounts Receivable, Fixed Assets, Accounts Payable and Cash Management modules. Workstreams emphasized ledger configuration, chart of accounts alignment, multi-org accounting controls and accounting rule configuration to support consolidated and statutory reporting requirements.
Operational scope included delivering functional design artifacts, configuration specifications, testing support and ongoing production support to finance teams globally. Responsibilities explicitly included providing system enhancements to meet business requirements and post-go-live support for Oracle E-Business Suite, embedding the application into E-Trade Financial Corporation finance operations as the core ERP Financial solution.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Workforce Central Timekeeper (ex Kronos Workforce Timekeeper) | Time and Attendance | HCM | n/a | 2012 | 2012 |
In 2012, E-Trade Financial Corporation implemented UKG Workforce Central Timekeeper (ex Kronos Workforce Timekeeper) for Time and Attendance. The deployment established a centralized workforce timekeeping environment tied to HR and payroll processes, with dedicated functional and technical ownership for live Workforce Timekeeper and HR/Payroll 6.3 product sets.
Configuration and functional work focused on core Time and Attendance capabilities, including pay rules, pay codes, work rules, attendance and accruals, and creation of pay rule building blocks such as overtime, holiday, and rounding rules. Administrators built Function Access Profiles, Display Profiles, Data Access Profiles, Labor Level Sets, shift guarantee rules and holiday rules, and configured benefit plans in accordance with company and state policies. Unit testing and user acceptance testing were performed, and training materials were developed to support end users and departmental timekeepers.
Integrations and operational connectivity included interfacing Workforce Connect to Workforce Integration Manager WIM and validating interfaces to payroll and HR feeds. The implementation required regular interaction with business users, Kronos vendors and developers to provide ongoing support, and it provided day to day support to end users, department level timekeepers and the central payroll office. JIRA was used to create, track, handle and resolve bugs while managing Kronos upgrades, patches and enhancements.
Governance and delivery followed a structured SDLC, including requirements gathering, JAD and JAR sessions, configuration, testing and validation. Security governance emphasized Function and Display Access Profiles for role based access to Time and Attendance data. The narrative documents sustained operational support, technical stewardship and process level ownership for UKG Workforce Central Timekeeper within E-Trade Financial Corporation.
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Workforce Management | HCM |
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2012 | 2012 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2014 | 2018 |
In 2014, E-Trade Financial Corporation implemented Microsoft Power BI to support Sales & Marketing business analysis within the Analytics and BI category. The Microsoft Power BI deployment was integrated into an existing Microsoft BI technology stack based on MS SQL Server 2012 and 2014, and designed to provide interactive dashboards and self-service reporting for Sales & Marketing analysts.
The implementation included ETL and data warehousing components, with SSIS jobs created and scheduled to load staging areas and populate Kimball-style data marts. Development work covered SSIS script tasks and components using C#, T-SQL stored procedures, triggers and views for data preparation, and SCD processes to maintain dimension tables. OLAP capabilities were delivered via SSAS cube development to structure facts and dimensions, while SSRS and Excel pivot reports provided operational reporting alongside Power BI visualizations built with Power Pivot and Power View.
Data ingestion and integrations were explicit, extracting sources from flat files, Excel, XML, and databases including MS SQL Server, MS Access, and MySQL into the ETL pipeline. The environment supported both OLTP and OLAP workflows, with SSIS orchestrating periodic loads and SSAS providing aggregated query surfaces for reports and dashboards. Power BI dashboards consumed curated data from the data warehouse and OLAP cubes to centralize Sales & Marketing analytics.
Governance and operational controls included user based security on reports to enforce access, dynamic parameters in SSRS to tailor report behavior by user selection, and cached reports and report snapshots on the report server to stabilize performance. Ongoing maintenance responsibilities covered data mart upkeep, ETL job scheduling, and SSAS cube updates to keep Sales & Marketing reporting aligned with source system changes.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2010 | 2010 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2013 | 2013 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Trading Platform | Investment Management |
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2008 | 2008 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2010 | 2010 |
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Supplier Relationship Management | Procurement |
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2010 | 2010 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Treasury Management | TRM |
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2017 | 2017 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Backup as a Service (BaaS) | IaaS |
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2012 | 2012 |
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Disaster Recovery as a Service (DRaaS) | IaaS |
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2012 | 2012 |
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Network Management and Monitoring | IaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at E-Trade Financial Corporation
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by E-Trade Financial Corporation Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD E-Trade Financial Corporation Technographics
E-Trade Financial Corporation is a Banking and Financial Services organization based in United States,
with around 4100 employees and annual revenues of $1.85 billion.
E-Trade Financial Corporation operates a diverse technology stack with applications such as
Oracle E-Business Suite, UKG Workforce Central Timekeeper (ex Kronos Workforce Timekeeper) and Microsoft Power BI,
covering areas like ERP Financial, Time and Attendance and Analytics and BI.
E-Trade Financial Corporation has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, UKG and Microsoft.
E-Trade Financial Corporation recently adopted applications including
FIS Treasury and Risk Manager - Integrity Edition in 2017, Salesforce Marketing Cloud in 2016 and Salesforce Financial Services Cloud in 2016,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of E-Trade Financial Corporation’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates E-Trade Financial Corporation’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 E-Trade Financial Corporation technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.