Sydney, 2000, NSW,
Australia
HUB24 Technographics
HUB24 Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by HUB24 and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 460 HUB24 employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that HUB24 has purchased the following applications: Temenos Infinity for Digital Banking in 2023, Microsoft Power BI for Analytics and BI in 2014, Microsoft 365 for Collaboration 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 HUB24 is running and its propensity to invest more and deepen its relationship with Temenos , Microsoft , Tableau Software 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 HUB24 revenues, which have grown to $100.0 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 HUB24 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.
HUB24 Tech Stack and Enterprise Applications
HUB24 ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Temenos | Legacy | Temenos Infinity | Digital Banking | ERP Services and Operations | n/a | 2023 | 2024 |
In 2023, HUB24 selected Temenos Infinity Journey Manager running on the Temenos Banking Cloud to streamline adviser and investor onboarding within its Digital Banking operations. The implementation targets HUB24's award winning wealth management platform and adviser facing experiences for independent financial advisors and their clients. The deployment positions Temenos Infinity as the customer experience and journey orchestration layer for onboarding workflows.
The rollout implemented Temenos Infinity Journey Manager to build customized onboarding journeys for individuals, companies, and corporate trusts, leveraging configurable forms, conditional flows, data capture validation, and automated status routing consistent with Digital Banking journey orchestration. Configuration work focused on reducing incomplete submissions and simplifying data capture to reflect the complexity of wealth products. The application was configured to support both adviser assisted flows and direct applicant completion workflows.
The solution was provisioned on Temenos Banking Cloud to provide a managed runtime and to separate the customer experience layer from HUB24 internal operations. Operational scope includes adviser portals, applicant touchpoints, and internal operations teams responsible for onboarding and compliance. The deployment supports multi party workflows and role based task assignment across client services and operations.
Governance workstreams established journey version control, standardized intake templates, and rules for data completeness and escalation to improve regulatory readiness. Process restructuring introduced approval checkpoints and audit trail capture inside Temenos Infinity Journey Manager to reduce manual handoffs and ensure consistent intake across investor entity types. Rollout prioritized reusable journey templates to accelerate future product onboarding.
HUB24 set explicit objectives for the Temenos Infinity implementation to enable faster completion of onboarding, lower cost per customer, and improved internal efficiency while freeing resources for innovation, sales, and compliance as the business scales.
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Digital Banking | ERP Services and Operations |
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2020 | 2021 |
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HUB24 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 | 2014 |
In 2014, HUB24 implemented Microsoft Power BI to centralize business reporting and to support analytics workflows across the firm. The deployment is categorized as Analytics and BI and was positioned to handle ad-hoc SQL queries, automated report distribution, and delivery of decision support to business stakeholders. Microsoft Power BI was used as the primary tool for interactive dashboards and report consumption across the company.
Implementation emphasized data modeling and report development, with teams designing semantic models and visualizations to translate business requirements into actionable insights. Functional capabilities implemented included report authoring, dashboarding, data modeling, scheduled refresh and automation of manual reporting processes, and development of tactical and strategic analytics solutions. The role of data analysts included generating business insights, building data models, and designing reports to assist decision making.
Integrations and source connectivity reflected explicit in-house tooling, with SQL Server used for ad-hoc data retrieval and as a primary data source, and continued use of Reporting Services and Microsoft Report Builder for selected reporting workloads. Power BI coexisted with Tableau as part of the analytics toolset, enabling specialist visualization where needed while Power BI handled centralized distribution and self-service reporting. Operational coverage focused on the data analytics function supporting business-wide reporting requests and decision support workflows.
Governance and process workstreams centered on standardizing data models, formalizing report development and delivery processes, and automating recurring reports to reduce manual effort. The implementation delivered automation of manual reporting processes and supported the ongoing capability to translate business requirements into data insights, with data modeling and report design embedded into regular analytics operations.
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Analytics and BI | Analytics and BI |
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2014 | 2014 |
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HUB24 Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, HUB24 implemented Microsoft 365 to provide Collaboration capabilities across its Sydney operations. The Microsoft 365 deployment was administered through O365 Global Administrator responsibilities and focused on stabilizing user lifecycle and access management workflows for the corporate IT function.
The implementation centered on role based access control, with a RBAC project that cleaned up the on‑prem Active Directory and aligned AD accounts and groups with Microsoft 365 identities and group permissions. Core functional workstreams included user and group administration, mailbox and SharePoint collaboration configuration, device imaging coordination with Desktop Support, quarterly user access review reporting, and documented processes for archived data retrieval.
Integrations and operational connections included the Zendesk ticketing tool for onboarding and offboarding case management, RingCentral telephony administration tied to user provisioning, and reconciliation between on‑prem Active Directory and Microsoft 365 identity objects. Operational coverage explicitly involved the IT Service Desk and Desktop Support teams at the Macquarie Place Sydney site and extended to support onboarding activity for two acquisitions during the tenure.
Governance emphasized written IT processes and procedures for onboarding, offboarding, induction, and archived data retrieval, with training and handover of the onboarding/offboarding process to the IT Service Desk. Outcomes recorded in the engagement included establishment of an IT induction process that reduced back and forth for new starts and a smoother onboarding and offboarding process applied to two acquisitions, supported by quarterly UAR reporting and ongoing team mentoring.
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HUB24 CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience, Customer Analytics | CRM |
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2025 | 2025 |
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Customer Support | CRM |
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2015 | 2015 |
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Customer Support | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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HUB24 ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2015 | 2015 |
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IT Service Management | ITSM |
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2019 | 2019 |
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HUB24 PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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HUB24 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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2016 | 2016 |
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Backup as a Service (BaaS) | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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HUB24 CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at HUB24
Apps Being Evaluated by HUB24 Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||