HSBC Asset Management
8 Canada Square, Canary Wharf,
London, E14 5HQ,
United Kingdom
London, E14 5HQ,
United Kingdom
44 20 7992-4127
Banking and Financial Services
HSBC Asset Management Technographics
HSBC Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by HSBC Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 548 HSBC Asset Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that HSBC Asset Management has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2018, Microsoft Dynamics 365 Customer Engagement for Customer Engagement in 2021, Bloomberg AIM for Portfolio and Investment Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems HSBC Asset Management is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Bloomberg 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 HSBC Asset Management revenues, which have grown to $124.0 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 HSBC Asset Management 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.
HSBC Asset Management Tech Stack and Enterprise Applications
HSBC Asset Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2018 | 2019 |
In 2018, HSBC Asset Management implemented Oracle Cloud ERP as its ERP Financial application to centralize financial operations, reporting, and process controls for AMG and GBM HOST stakeholders. Oracle Cloud ERP served as the core platform for capturing future state business requirements with full traceability to the Target Operating Model and for the roll-out to end users across the asset management business.
The implementation delivered configuration and functional workstream activity that included creation and maintenance of business requirements documents, end to end process maps, and detailed functional requirements. The program produced high-quality epics and user stories for scrum teams, defined ready criteria for business and technical teams, and engaged UX designers, developers, and third party agencies to validate user experience via customer testing. Functional coverage explicitly included reporting and analytics process capture, managing employee contact processes, and personnel file process definitions, as well as off-system requirements that sit alongside the ERP Financial core.
Operational coordination for Oracle Cloud ERP was managed across AMG, Global IT, procurement, and suppliers, with the team coordinating AMG efforts to deliver reporting requirements arising from new products and providing Management Information inputs to the Global head and EXBO board. The implementation emphasized stakeholder engagement with continuous playback of analysis output, planned workshops with subject matter experts, and user acceptance preparation, execution, and support to ensure operational readiness.
Governance was formalized through regular status updates, monthly project packs for steering level meetings, and a governance process to collate MI for leadership review. The program tracked and documented technical issues within Oracle Fusion and ensured those issues were resolved as part of ERP use, while managing multiple parallel projects and maintaining project plans and evidence for audit requirements.
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HSBC Asset Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | CRM | n/a | 2021 | 2021 |
In 2021, HSBC Asset Management implemented Microsoft Dynamics 365 Customer Engagement as its Customer Engagement platform to consolidate front-office CRM and executive reporting across global asset management operations. The Change Manager led the final implementation phase from June 2021 to December 2021, coordinating delivery of executive dashboards and integrations for CEO and global team leads.
The implementation emphasized configuration of Microsoft Dynamics 365 Customer Engagement for tailored MI reporting, data clean up, a robust data security model, and front office data capture workflows. Functional workstreams included definition, design, build and implementation of process-driven improvements to data capture and management, and construction of management information reporting for senior stakeholders.
Integrations were delivered as part of the rollout, including the integration necessary to enable a new client communication channel, Symphony, for clients and prospects. The deployment covered global operational teams and included execution in countries with unconventional local regulations, ensuring the CRM and its integrations operated within varying compliance constraints.
Governance activities were managed by the Change Manager and included stakeholder reporting to executive sponsors, design of the data security model, and coordinated rollout sequencing across regulated jurisdictions. The project explicitly documented process and system integration changes, and it successfully unblocked Symphony and completed implementation in challenging regulatory locales as recorded during the June 2021 to December 2021 delivery window.
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Sales Automation, Sales Engagement | CRM |
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2021 | 2021 |
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HSBC Asset Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg AIM | Portfolio and Investment Management | Investment Management | n/a | 2015 | 2016 |
In 2015, HSBC Asset Management implemented Bloomberg AIM to consolidate its Portfolio and Investment Management platform for investment operations. The deployment targeted an enterprise portfolio system to support front-to-back investment workflows across the firm, aligning portfolio construction, order lifecycle management, compliance rule enforcement, and accounting processes with a single application.
Bloomberg AIM was configured to provide core Portfolio and Investment Management capabilities, including portfolio management and rebalancing, order management and trade capture, compliance monitoring and pre-trade checks, position and inventory accounting, and performance measurement and reporting. Configuration emphasized a unified data model for positions, instruments, and corporate actions to maintain consistent portfolio and performance calculations across modules.
Operational coverage focused on HSBC Asset Managements investment management, trading, middle office, operations, and compliance teams within its UK asset management environment. The implementation centralized portfolio lifecycle processing and instrument handling to reduce fragmentation between front office order decisions and middle office settlement and accounting workflows.
Governance was organized around centralized operational ownership of portfolio data and rule sets, with workflow standardization for trade approvals, exception handling, and reporting cadence. Bloomberg AIM served as the single application for Portfolio and Investment Management, establishing consistent operational controls and a common platform for investment operations and compliance functions.
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Portfolio and Investment Performance and Planning | Investment Management |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at HSBC Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Operating Officer | CXO | Finance | |
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Global CIO, Fixed Income, Private Debt & Alternatives | CXO | IT | |
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Vice President Investment Banking | VP | Investment | |
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Global Front Office IT Business Manager | Manager | IT | |
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Director of Technology Controls, Wealth and Personal Banking | Director | Investment | |
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Global Finance Strategic Change Manager | Manager | Finance | |
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Apps Being Evaluated by HSBC Asset Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from HSBC Asset Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the HSBC Asset Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD HSBC Asset Management Technographics
HSBC Asset Management is a Banking and Financial Services organization based in United Kingdom,
with around 548 employees and annual revenues of $124.0 million.
HSBC Asset Management operates a diverse technology stack with applications such as
Oracle Cloud ERP, Microsoft Dynamics 365 Customer Engagement and Bloomberg AIM,
covering areas like ERP Financial, Customer Engagement and Portfolio and Investment Management.
HSBC Asset Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Bloomberg.
HSBC Asset Management recently adopted applications including
Microsoft Dynamics 365 Customer Engagement in 2021, Microsoft Dynamics 365 Sales in 2021 and Confluence Investment Metrics ESG Analytics in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of HSBC Asset Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates HSBC Asset Management’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 HSBC Asset Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.