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Itau Unibanco Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Itau Unibanco and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 93554 Itau Unibanco employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Itau Unibanco has purchased the following applications: SAP S/4 HANA for ERP Financial in 2024, Degreed For Business for Learning and Development in 2019, IBM Maximo for Enterprise Asset Management 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 Itau Unibanco is running and its propensity to invest more and deepen its relationship with SAP , Degreed , IBM 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 Itau Unibanco revenues, which have grown to $29.74 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 Itau Unibanco 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.
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 | 2024 | 2026 |
In 2024, Itaú Unibanco implemented SAP S/4 HANA as its ERP Financial platform. The bank announced at AWS re Invent in Las Vegas in December 2024 its plan to complete a migration to AWS by the end of 2028, creating a cloud context for the SAP S/4 HANA ERP Financial deployment and program architecture.
The SAP S/4 HANA implementation centers on core financial capabilities typical for ERP Financial systems, including general ledger and accounting, accounts payable and receivable, asset accounting, treasury and cash management, financial close and statutory reporting. The deployment emphasizes standardized financial master data, multi ledgers and tax engine configuration, centralized intercompany processes and period close orchestration to support corporate finance and accounting workflows.
Governance and rollout follow a phased program model aligned with the bank wide cloud migration, with a central program office coordinating finance process harmonization, training and change management across treasury, corporate accounting and shared services. Operational alignment with cloud operations and infrastructure teams is described as necessary to coordinate platform provisioning and lifecycle management as the organization progresses toward its AWS completion target in 2028.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Degreed | Legacy | Degreed For Business | Learning and Development | HCM | n/a | 2019 | 2019 |
In 2019, Itau Unibanco deployed Degreed For Business to establish enterprise skills visibility and to create a unified learning ecosystem. Itau Unibanco implemented Degreed For Business as its central Learning and Development platform, aligning HR and IT around a skills-first upskilling strategy.
The deployment emphasized core Learning and Development capabilities common to the category, including skills discovery and mapping, personalized learning pathways, content aggregation from multiple sources, and learning analytics to surface capability gaps. Degreed For Business was configured to support curated learning journeys and ongoing skills assessment, driving standardization of learning workflow and content curation across the organization.
HR and IT jointly owned the implementation and operationalization, integrating Degreed into HR and L&D operations and embedding skills visibility into talent planning processes. Operational coverage centered on HR, L&D, and IT functions, with the platform provisioned as the organizing layer for learning content, skills profiles, and learner engagement across the enterprise.
Governance was restructured so that HR and IT collaborated on skills taxonomy, content governance, and learning operations, enabling a repeatable approach to upskilling. The program produced a new learning culture and a new learning ecosystem and surfaced practical lessons about upskilling strategy, learning technology, and L&D operations that inform future workforce development efforts.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IBM | Legacy | IBM Maximo | Enterprise Asset Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017 Itau Unibanco implemented IBM Maximo as its Enterprise Asset Management platform to centralize management of infrastructure changes and incident handling within the bank's IT support organization. IBM Maximo was positioned to support ITIL aligned change and incident workflows and to act as the authoritative ticketing and work order system used by IT support analysts.
The IBM Maximo implementation emphasized configuration of work order orchestration and change management capabilities, with practical use for incident routing, technical assistance tracking, and a service catalog for platform support. Configuration favored role based access for Engineering, Implementation and Operation teams, and documentation practices were embedded in Maximo records to support lifecycle governance for hardware and software assets.
Operationally the deployment was integrated into monitoring and support processes rather than declared as a standalone silo, with IT staff using CA Spectrum and WhatsUp Gold for SNMP monitoring and recording incidents into IBM Maximo. Support coverage documented in operational notes included Cisco unified communications technologies such as CUCM, CUC, UCCE, Finesse, CUBE, UCS and related telepresence and videoconferencing platforms, plus financial desk and voice recording systems including IPC NICE Etrali and Verint, with on site and off site coordination with manufacturers, operators and external suppliers.
Governance followed ITIL best practices for incident and change management, accompanied by technical documentation, a service catalog and lifecycle recommendation activities performed by IT support analysts between 2016 and 2020. IBM Maximo served as the central Enterprise Asset Management system linking monitoring, vendor interaction and cross team operational workflows rather than as a point product for a single team.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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Digital Asset Management | Content Management |
|
2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Data Management Platform | 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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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Apps Development | PaaS |
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2021 | 2021 |
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Operating System (OS) | PaaS |
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2012 | 2012 |
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Operating System (OS) | PaaS |
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2012 | 2012 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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