Zurich, 8022,
Switzerland
EFG Bank Technographics
EFG Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by EFG Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3153 EFG Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that EFG Bank has purchased the following applications: Temenos T24 for Core Banking in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, Magnolia CMS for Content Management in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems EFG Bank is running and its propensity to invest more and deepen its relationship with Temenos , Cisco Systems , Magnolia International 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 EFG Bank revenues, which have grown to $1.16 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 EFG Bank 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.
EFG Bank Tech Stack and Enterprise Applications
EFG Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Temenos | Legacy | Temenos T24 | Core Banking | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, EFG Bank implemented Temenos T24 as its Core Banking platform. The implementation positioned Temenos T24 at the center of the bank's core transaction processing and customer record functions to support retail and corporate banking operations in Switzerland.
The Temenos T24 deployment emphasized standard core banking capabilities including general ledger and real-time posting, deposit and loan servicing, customer master data management, product configuration and pricing engines, and transaction lifecycle processing. Configuration work focused on parameterizing product catalogs, settlement and posting rules, and batch and online processing profiles consistent with Core Banking operational patterns.
Integrations were scoped to connect Temenos T24 with external channels and downstream finance and operations systems using API and message-based interfaces, enabling end-to-end transaction flows and accounting handoffs. The architecture incorporated channel orchestration and data synchronization practices typical for Core Banking, with interfaces designed for payments, posting, and reporting pipelines.
Governance for the program centered on configuration governance, release management and operational runbooks to manage change across business functions including operations, compliance, treasury accounting and customer service. The rollout followed a phased module activation approach and included workflow adjustments to align operational processes with Temenos T24 configuration and control models.
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EFG Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, EFG Bank deployed Cisco Webex Meetings. The deployment embedded Cisco Webex Meetings on EFG Bank's public website to provide Audio Video and Web Conferencing functionality for client-facing interactions and internal collaboration across the bank's Swiss operations.
The implementation leverages standard Audio Video and Web Conferencing capabilities, including real-time audio and video sessions, browser-based meeting joins, scheduling and calendar integration workflows, screen sharing, meeting controls, and recording capability as provided by Cisco Webex Meetings. Configuration focused on web embedding and browser compatibility to ensure meetings could be initiated and attended directly from the corporate site while preserving session controls and participant management.
Operational governance centered on centralized meeting administration within Cisco Webex Meetings, with role-based access controls and meeting policy configuration to support corporate communications and client engagement teams. The rollout narrative indicates a web-first deployment pattern, where the application is surfaced through the corporate website to unify external access paths and internal collaboration workflows.
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EFG Bank Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Magnolia International | Legacy | Magnolia CMS | Content Management | Content Management | n/a | 2017 | 2017 |
In 2017, EFG Bank implemented Magnolia CMS as its Content Management solution for its corporate website. Magnolia CMS was deployed to manage the bank's web content on https://www.efgbank.com and to centralize editorial control for digital channels and corporate communications.
The implementation configured Magnolia CMS to provide core Content Management capabilities, including content authoring and editing, template and component-based page construction, staged publishing and workflow-based approvals, and digital asset management. These modules were used to standardize page templates and accelerate editorial production across the marketing and communications functions.
Architecturally, Magnolia CMS was positioned as the web facing content layer for EFG Bank's Switzerland site, supporting channel publishing, content staging, and site template delivery. The deployment emphasized componentized templates and editorial tooling typical of enterprise Content Management platforms, enabling consistent presentation and controlled publishing across the public website.
Governance focused on role-based permissions, editorial workflows, and content lifecycle controls within Magnolia CMS to enforce approval chains and publishing policies for the bank's web presence. The configuration supported content operations for marketing and corporate communications without disclosing specific third party integrations.
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EFG Bank eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2020 | 2020 |
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EFG Bank TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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EFG Bank IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at EFG Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by EFG Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||