Indosuez Wealth Management
17 Rue du Dr Lancereaux,
Paris, 75008,
France
Paris, 75008,
France
33 1 40 75 62 62
Banking and Financial Services
Indosuez Wealth Management Technographics
Indosuez Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Indosuez Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3060 Indosuez Wealth 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 Indosuez Wealth Management has purchased the following applications: Azqore Integrated Information System (S2i) for Core Banking in 2018, Wealth Dynamix for CRM in 2019, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Indosuez Wealth Management is running and its propensity to invest more and deepen its relationship with Azqore , Wealth Dynamix , Adobe Systems 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 Indosuez Wealth Management revenues, which have grown to $1.50 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 Indosuez Wealth 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.
Indosuez Wealth Management Tech Stack and Enterprise Applications
Indosuez Wealth Management ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Azqore | Legacy | Azqore Integrated Information System (S2i) | Core Banking | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018 Indosuez Wealth Management implemented the Azqore Integrated Information System S2i as its Core Banking platform, engaging Azqore as the captive technology and operations provider. The Azqore Integrated Information System S2i was deployed to support front, middle and back office banking operations in Switzerland and to centralize core transaction processing across client servicing, operations and finance functions.
The implementation emphasized integrated front to back capabilities consistent with a Core Banking system, including core banking processing, accounting ledgers and regulatory reporting workflows. Configuration work focused on account lifecycle management, transaction processing and general ledger integration, with automation of regulatory reporting and reconciliation routines inferred from Azqore's description of S2i as an integrated core platform used by its parent group.
Operationally the platform was delivered and operated by Azqore in a centralized captive model, aligning technology operations with Indosuez business processes in Switzerland. The deployment covered operations, relationship management support, finance and compliance teams, and was structured to standardize workflows between front office client activity, middle office controls and back office settlement and accounting.
Governance was organized around Azqore operated platform controls and standardized reporting to meet regulatory requirements, enabling a single control plane for compliance and operational oversight. The implementation is described as improving operational efficiency and regulatory compliance, with Azqore providing ongoing platform operations and integrated Core Banking services to Indosuez Wealth Management.
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Indosuez Wealth Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wealth Dynamix | Legacy | Wealth Dynamix | CRM | CRM | n/a | 2019 | 2020 |
In 2019, Indosuez Wealth Management began a strategic collaboration with Wealth Dynamix to implement Wealth Dynamix CRM across its private banking operations, including coordination with its subsidiary Azqore. The initial engagement established a programmatic focus on unifying client lifecycle processes and relationship management across front office and operational teams.
Press material and partnership announcements describe the use of the Wealth Dynamix CLM module and WDX1 integration patterns with Azqore S2i. Implementation work centered on client lifecycle management, relationship management, and data consolidation to support end to end client workflows and to align front office CRM records with operational processes.
Integration work extended in 2020 to combine Wealth Dynamix CLM with Azqore S2i core banking, creating a front to back architecture that links CRM client profiles with core account and transaction data across Europe. The integration scope covered Indosuez and Azqore operations in European markets and emphasized connectivity between the CRM layer and the S2i core banking platform.
The close corporate relationship, including Indosuez acquiring a majority stake in Wealth Dynamix, supported coordinated governance and extended integration efforts announced in 2020. Public statements state the combined solution was intended to deliver front to back capabilities across Europe, reflecting a joint operational and technical program between Indosuez and Azqore.
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Customer Experience | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Indosuez Wealth Management 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, Indosuez Wealth Management implemented Cisco Webex Meetings. The deployment uses Cisco Webex Meetings as an Audio Video and Web Conferencing solution embedded on the corporate website to enable real time client and advisor interactions, exposing browser based join flows and meeting controls to external users.
The implementation is provisioned as a site integrated meeting service, leveraging standard Audio Video and Web Conferencing capabilities including multi party video, audio, screen sharing, and in platform recording, with administration handled through Webex management for user provisioning and meeting policy enforcement. Operational coverage centers on client facing communications and internal collaboration across Indosuez Wealth Management’s wealth teams in France, with the Webex instance embedded on public pages to streamline meeting scheduling and direct client joins.
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Indosuez Wealth Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2021 | 2021 |
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Indosuez Wealth Management 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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Indosuez Wealth Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Risk Management | Investment Management |
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2010 | 2010 |
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Indosuez Wealth Management 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Indosuez Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
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Head of Asset Management Solutions | Director | Investment | |
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Portfolio Manager | Manager | Investment | |
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Middle Office Manager | Manager | Finance | |
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Global Chief Investment Officer | CXO | Investment | |
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Apps Being Evaluated by Indosuez Wealth Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Indosuez Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Indosuez Wealth Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Indosuez Wealth Management Technographics
Indosuez Wealth Management is a Banking and Financial Services organization based in France,
with around 3060 employees and annual revenues of $1.50 billion.
Indosuez Wealth Management operates a diverse technology stack with applications such as
Azqore Integrated Information System (S2i), Wealth Dynamix and Cisco Webex Meetings,
covering areas like Core Banking, CRM and Audio Video and Web Conferencing.
Indosuez Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Azqore, Wealth Dynamix and Cisco Systems.
Indosuez Wealth Management recently adopted applications including
About Livefyre in 2021, Dynatrace APM in 2021 and Microsoft Azure Cloud Services in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Indosuez Wealth Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Indosuez Wealth 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 Indosuez Wealth Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.