Gottex Brokers
Chem. de Pallin 6, Pully,
Lausanne, 1009,
Switzerland
Lausanne, 1009,
Switzerland
41 2 1617-1017
Banking and Financial Services
Gottex Brokers Technographics
Gottex Brokers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Gottex Brokers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 Gottex Brokers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Gottex Brokers has purchased the following applications: Bonita Process Mining for Process Mining in 2013, Microsoft 365 for Collaboration in 2020, Intuit Mailchimp for Marketing Automation 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 Gottex Brokers is running and its propensity to invest more and deepen its relationship with Bonitasoft , Microsoft , Intuit 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 Gottex Brokers revenues, which have grown to $5.0 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 Gottex Brokers 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.
Gottex Brokers Tech Stack and Enterprise Applications
Gottex Brokers Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bonitasoft | Legacy | Bonita Process Mining | Process Mining | Analytics and BI | Aim Solder USA | 2013 | 2013 |
In 2013, Gottex Brokers implemented Bonita Process Mining to instrument and analyze trade processing workflows under the Process Mining category, with Aim Solder USA engaged as the implementation partner. The deployment centered on a single main process model with multiple subprocesses orchestrated inside Bonita Process Mining, supporting long running cases that persist over several months.
Bonita Process Mining was configured for case management and subprocess orchestration, with roughly 100 live cases and a ten user operational footprint. The implementation emphasized audit trail capture and process-based application controls, enabling transaction level traceability and enforcement of compliance rules within the process model.
Operational coverage included trade processing and client servicing workflows, with the process automatically updating trade figures in real-time to support accounting and regulatory reporting. Business functions explicitly impacted include accounting, regulatory compliance, operations, and client service, with end users operating the long running cases rather than relying on manual spreadsheets.
Governance and process controls were restructured around the process model to remove unreliable spreadsheets and reduce manual grunt work, tightening opportunities for human error. According to Fred Blaise, We are now more efficient, less error-prone, and have the necessary audit trail on each transaction to fulfill both our accounting and regulatory requirements.
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Gottex Brokers Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Gottex Brokers deployed Microsoft 365 to establish a Collaboration platform across the organization. The deployment centralized email, scheduling, and document collaboration for the Switzerland based brokerage of 35 employees, aligning Microsoft 365 with client services, compliance, and corporate operations business functions. Gottex Brokers Microsoft 365 Collaboration serves as the firm’s primary productivity and team communication backbone.
The implementation configured core Microsoft 365 capabilities including Exchange Online for email, SharePoint and OneDrive for document management, and Teams for meetings and real time collaboration, reflecting standard Collaboration functional modules. Tenant configuration emphasized centralized administration, user provisioning, mailbox and document library configuration, and security policy enforcement to govern access and content lifecycle. The company is using Microsoft 365 on their website and leverages the platform to support staff workflows for content publishing and internal communications.
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Gottex Brokers CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2016 | 2016 |
In 2016, Gottex Brokers implemented Intuit Mailchimp to provide Marketing Automation for client and prospect communications. The Intuit Mailchimp implementation is embedded on their public website, where it captures subscribers through website forms and orchestrates email delivery and campaign sends.
Functionally Intuit Mailchimp is configured for campaign management, list segmentation, template driven messaging, and automated workflows consistent with Marketing Automation capabilities. Operational scope covers marketing and client communications for the Swiss brokerage, with day to day administration handled by internal staff given the company size of 35 employees, and governance centered on centralized list management, website form consent capture, and scheduled campaign oversight.
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Gottex Brokers CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Web Gateways (SWG) | CyberSecurity |
|
2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Gottex Brokers
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Gottex Brokers Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Gottex Brokers IT executives and key decision makers. This section highlights Gottex Brokers's latest recorded technology evaluations, including Bloomberg Terminal for Investment Research and Market Intelligence on 2025-03-14, SAP S/4 HANA for ERP Financial on 2025-03-12, and SAP Business One for ERP Financial on 2025-03-03. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Gottex Brokers digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-03-14 | Gottex Brokers | Evaluated | Bloomberg | Bloomberg Terminal | Investment Research and Market Intelligence | Investment Management |
| 2025-03-12 | Gottex Brokers | Evaluated | SAP | SAP S/4 HANA | ERP Financial | ERP |
| 2025-03-03 | Gottex Brokers | Evaluated | SAP | SAP Business One | ERP Financial | ERP |
FAQ - APPS RUN THE WORLD Gottex Brokers Technographics
Gottex Brokers is a Banking and Financial Services organization based in Switzerland,
with around 35 employees and annual revenues of $5.0 million.
Gottex Brokers operates a diverse technology stack with applications such as
Bonita Process Mining, Microsoft 365 and Intuit Mailchimp,
covering areas like Process Mining, Collaboration and Marketing Automation.
Gottex Brokers has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Bonitasoft, Microsoft and Intuit.
Gottex Brokers recently adopted applications including
Microsoft 365 in 2020, Intuit Mailchimp in 2016 and Bonita Process Mining in 2013,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Gottex Brokers’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Gottex Brokers’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 Gottex Brokers technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.