Equitable
1345 Avenue Of The Americas,
New York, 10105, NY,
United States
New York, 10105, NY,
United States
1 212-554-1234
Banking and Financial Services
Equitable Technographics
Equitable Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Equitable and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8000 Equitable employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Equitable has purchased the following applications: SAP S/4 HANA for ERP Financial in 2019, FIS Relius for Benefits Administration, Pension Administration in 2010, Wolters Kluwer Passport for Legal Practice Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Equitable is running and its propensity to invest more and deepen its relationship with SAP , CorpTax , FIS Global 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 Equitable revenues, which have grown to $12.44 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 Equitable 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.
Equitable Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP S/4 HANA | ERP Financial | ERP Financial Management | n/a | 2019 | 2020 |
In 2019 Equitable implemented SAP S/4 HANA as its ERP Financial backbone to centralize finance and tax reporting across its Life and Non Life businesses. The SAP S/4 HANA implementation was positioned to support US Income Tax provision workflows and periodic tax close activities for a large US public insurance company.
The deployment emphasized SAP ledger and subledger capabilities, including configuration of the Financial Products Subledger FPSL for granular posting and balance detail. Equitable configured company, product, and account hierarchies within SAP S/4 HANA and produced SAP S/4 HANA reports specific to US Income Tax, with automated posting balances routed for tax provisioning.
The implementation integrated SAP S/4 HANA with a Corptax US Income Tax Provision Solution, automating feeds for investments, reserves, deferred acquisition costs DAC, GAAP to STAT and other tax adjustments based on US GAAP, STAT, and IRS rules. The project included conversion of tax accounts from SAP Copernic into SAP S/4 HANA and automated transmission of ledger and subledger data into Corptax to support annual and quarterly tax close and tax return procedures.
Governance and process redesign were centered on the Tax Department, with a director level consultant leading alignment of SAP S/4 HANA and Corptax workflows, reviewing and approving hierarchy designs, and directing all income tax aspects of the project. The program involved collaboration with Big Four external consultants and created formal control points for tax close, reporting, and approval within the SAP S/4 HANA ERP Financial environment.
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Tax Management | ERP Financial Management |
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2020 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2010 | 2010 |
In 2010, Equitable implemented FIS Relius for Benefits Administration,Pension Administration to centralize retirement plan administration and participant servicing. The deployment at Equitable in Syracuse, NY focused on operationalizing FIS Relius as the core administration application for 403(b) and 457(b) plan onboarding and ongoing recordkeeping.
The FIS Relius implementation included configuration and operationalization of plan setup workflows and investment provider management, with over 300 new 403(b) and 457(b) plans and 120 investment providers provisioned from completed plan and onboarding documents. Functional capabilities implemented included plan configuration, investment provider mapping, participant record creation, contribution processing, and business reporting using Crystal to support client and management needs.
Operational integration emphasized file-based payroll and contribution processing, with reviewed, balanced, and processed payroll files and adjustments prior to final transmission, and daily reconciliations for inbound and outbound contributions. The team supported system upgrades and testing in FIS Relius, validating payroll transmission flows and data reconciliation routines as part of release activities.
Governance and process change addressed inefficient business processes by implementing procedures to streamline and automate workflow, and by preparing business reports to inform client servicing and management decision making. Client support and operational governance were organized around ongoing plan onboarding, reconciliation controls, and upgrade testing to maintain administration continuity.
Outcomes included sustained client support practices and initiatives that helped drive client satisfaction scores of at least 90 percent, as reported by the Equitable team managing FIS Relius.
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Employee Experience, Employee Engagement | HCM |
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2024 | 2024 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wolters Kluwer | Legacy | Wolters Kluwer Passport | Legal Practice Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022 Equitable implemented Wolters Kluwer Passport as a web-accessible legal operations platform exposed through its public legal site. The deployment of Wolters Kluwer Passport is explicitly visible on Equitable's website and is categorized under Legal Practice Management, establishing the application as a centralized system for legal intake and invoicing workflows.
Configuration work emphasized Legal Practice Management functions common to enterprise legal teams, including matter management, document organization, template-driven intake, invoice submission and e-invoicing workflows, and time and fee tracking. The implementation included automated approval routing and template configurability to standardize matter metadata and billing formats, aligning system behavior with corporate legal intake and billing policies.
The Passport instance is provisioned as a web-hosted module reachable at Equitable's legal portal URL, enabling external counsel and internal legal users to interact with matter records and submit invoices online. Operational scope centers on Equitable legal operations and corporate counsel, with the deployment supporting centralized matter tracking and vendor invoice submission across the company legal function.
Governance around the Wolters Kluwer Passport rollout focused on standardizing approval workflows and role based access controls to enforce matter lifecycle policies and auditability. The implementation positioned Wolters Kluwer Passport as the Legal Practice Management backbone for Equitable's legal intake and invoicing processes without specifying additional system integrations.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Warehouse | Analytics and BI |
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2010 | 2010 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2011 | 2011 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2017 | 2017 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2021 | 2022 |
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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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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Risk Management | TRM |
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2020 | 2020 |
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Treasury Management | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2016 | 2016 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Cloud Storage | 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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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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Content Delivery Network | IaaS |
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2020 | 2020 |
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Data Warehouse Appliance | IaaS |
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2010 | 2010 |
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Database Management, Open-Source Database | IaaS |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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DDoS Protection | CyberSecurity |
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2020 | 2020 |
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Endpoint Detection and Response (EDR), EMM / MDM / MAM | CyberSecurity |
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2018 | 2018 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Equitable
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Equitable Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Equitable IT executives and key decision makers. This section highlights Equitable's latest recorded technology evaluations, including Fidelity Netbenefits for Benefits Administration on 2026-03-18, Solana Blockchain for Blockchain Platform on 2025-11-14, and IBM Security Verify for Physical Access Control System on 2025-11-06. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Equitable digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Equitable Technographics
Equitable is a Banking and Financial Services organization based in United States,
with around 8000 employees and annual revenues of $12.44 billion.
Equitable operates a diverse technology stack with applications such as
SAP S/4 HANA, FIS Relius and Wolters Kluwer Passport,
covering areas like ERP Financial, Benefits Administration, Pension Administration and Legal Practice Management.
Equitable has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, FIS Global and Wolters Kluwer.
Equitable recently adopted applications including
UKG Great Place to Work Emprising in 2024, Wolters Kluwer Passport in 2022 and MongoDB Atlas in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Equitable’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Equitable’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 Equitable technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.