Itaú Unibanco, Switzerland
Bleicherweg 30/5th floor,
ZAurich, CH-8002,
Switzerland
ZAurich, CH-8002,
Switzerland
41 44 575 50 00
Banking and Financial Services
Itaú Unibanco, Switzerland Technographics
Itaú Unibanco, Switzerland Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Itaú Unibanco, Switzerland and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 78 Itaú Unibanco, Switzerland employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Itaú Unibanco, Switzerland has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Temenos T24 for Core Banking in 2016, Temenos Infinity Wealth (ex WealthSuite) for Asset and Wealth 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 Itaú Unibanco, Switzerland is running and its propensity to invest more and deepen its relationship with Oracle , Temenos , Finantix S.p.A 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 Itaú Unibanco, Switzerland revenues, which have grown to $18.0 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 Itaú Unibanco, Switzerland 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.
Itaú Unibanco, Switzerland Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2013 | 2013 |
In 2013, Itaú Unibanco, Switzerland implemented Oracle NetSuite ERP to consolidate its core accounting and treasury functions. The deployment addressed ERP Financial needs across the institution, positioning Oracle NetSuite ERP as the central financial system for corporate accounting, cash management, and statutory reporting.
The implementation focused on standard ERP Financial capabilities including a unified general ledger, accounts payable, accounts receivable, cash management, fixed asset accounting, multi currency processing, and financial reporting and consolidation. Configuration work centered on a standardized chart of accounts, period close workflows, and role based access controls consistent with banking accounting practices.
The solution was delivered as a cloud based SaaS instance of Oracle NetSuite ERP, providing a single ledger architecture and centralized transaction repository for the bank. Operational coverage aligned to finance, treasury, and corporate reporting teams, with the system serving as the authoritative source for month end close and regulatory reporting workflows.
Governance changes introduced included formalized approval workflows, audit trail instrumentation, and tighter segregation of duties controls embedded in the Oracle NetSuite ERP configuration. Process standardization across accounting and treasury functions was a core element of the rollout, supporting consistent operational controls and compliance oriented record keeping.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Temenos | Legacy | Temenos T24 | Core Banking | ERP Services and Operations | n/a | 2016 | 2017 |
In 2016, Itaú Unibanco, Switzerland implemented Temenos T24 Core Banking. The program coordinated implementation activity readiness from its existing system and executed an end to end deployment of Temenos T24 together with Financial Crime Mitigation, FCM, and Customer Relationship Management, CRM capabilities.
The Temenos T24 deployment concentrated on core account and ledger processing, deposits, lending and payments functions, and included customer master and product configuration, fee and interest engines, and transaction processing workflows aligned with Core Banking operations. Configuration work emphasized transactional integrity, posting rules, and product lifecycle controls native to Temenos T24.
Integration work delivered real time transaction feeds into Financial Crime Mitigation for KYC and AML screening, and bi directional data synchronization with the CRM to support customer lifecycle management and relationship coverage. Data extraction, transformation and reconciliation were coordinated as part of the cutover, with staged testing to validate transactional integrity between Temenos T24, FCM and CRM.
Governance relied on a coordinated implementation readiness form, program level cutover windows, staged test plans including unit, integration and user acceptance testing, and formal operational handover to the bank operations and compliance teams in Switzerland. The engagement documented end to end orchestration of Core Banking, Financial Crime Mitigation and CRM systems within the private banking operational domain.
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Temenos | Legacy | Temenos Infinity Wealth (ex WealthSuite) | Asset and Wealth Management | Investment Management | n/a | 2017 | 2018 |
In 2017, Itaú Unibanco, Switzerland implemented Temenos Infinity Wealth (ex WealthSuite) as part of a strategic business transformation, deploying the platform across hubs in Miami and Zürich. The deployment was focused on the securities stream and positioned Temenos Infinity Wealth to support Asset and Wealth Management activities for private banking services.
The implementation emphasized securities processing functionality within Temenos Infinity Wealth, aligning trade lifecycle processing, position and portfolio servicing, and wealth servicing workflows with bank operational requirements. Configuration work centered on the securities stream modules and on mapping front office and middle office workflows into the Temenos Infinity Wealth application to support portfolio servicing and client reporting.
Operational coverage explicitly included the Miami and Zürich sites, with the project lead directing the securities stream across those locations. The program integrated application-level workflow orchestration and operational handoffs between client advisory, securities operations, and back office processing to create an end-to-end securities servicing pathway within the Asset and Wealth Management environment.
Governance was organized as a strategic business transformation stream, with a named project lead for the securities stream overseeing rollout sequencing and cross-site coordination. Temenos Infinity Wealth was restated as the core application, and the implementation narrative centers on the company application category relationship, Itaú Unibanco, Switzerland Temenos Infinity Wealth (ex WealthSuite) Asset and Wealth Management securities operations.
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Asset and Wealth Management | Investment Management |
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2015 | 2015 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Itaú Unibanco, Switzerland
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Itaú Unibanco, Switzerland Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Itaú Unibanco, Switzerland Technographics
Itaú Unibanco, Switzerland is a Banking and Financial Services organization based in Switzerland,
with around 78 employees and annual revenues of $18.0 million.
Itaú Unibanco, Switzerland operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Temenos T24 and Temenos Infinity Wealth (ex WealthSuite),
covering areas like ERP Financial, Core Banking and Asset and Wealth Management.
Itaú Unibanco, Switzerland has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Temenos.
Itaú Unibanco, Switzerland recently adopted applications including
Amazon EC2 in 2020, AT&T Personal Cloud in 2019 and Temenos Infinity Wealth (ex WealthSuite) in 2017,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Itaú Unibanco, Switzerland’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Itaú Unibanco, Switzerland’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
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