AI Buyer Insights:

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Merrill Lynch Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SAP Legacy SAP ERP ECC 6.0 ERP Financial ERP Financial Management n/a 2015 2015
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FIS Global Legacy FIS Relius Benefits Administration, Pension Administration HCM n/a 2012 2012
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FactSet Legacy FactSet Fundamentals Analytics and BI Analytics and BI n/a 2018 2018
In 2018, Merrill Lynch selected FactSet as its primary market data provider and implemented FactSet Fundamentals to distribute market data feeds and analytics to more than 15,000 wealth advisors. The deployment targeted the finance and wealth management process area in the United States, and the FactSet Fundamentals implementation is positioned within the Analytics and BI category. Configuration centered on provisioning company fundamentals content, normalized reference data, and standardized financial analytics to support advisor decisioning and client reporting. FactSet Fundamentals was set up to deliver time series fundamentals, entity-level financials, and enriched content for use in both internal reporting and client-facing presentations, aligning feed formats and data models with advisor workflows. Integrations focused on embedding market data feeds and content into internal and client-facing applications, using feed distribution and API layers to surface FactSet Fundamentals data within advisor platforms and portfolio tools. Operational coverage encompassed Merrill Lynch Wealth Management advisors across the United States, where the implementation supplied consistent market and fundamentals content into advisory, reporting, and portfolio construction workflows. Governance emphasized centralizing content standardization, feed management, and entitlement controls to ensure consistent analytics across channels. Rollout delivered FactSet Fundamentals content at scale to advisor desktops and client reporting systems, with operational processes adjusted to manage ongoing data refreshes and content distribution.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2020 2020
Audio Video and Web Conferencing Collaboration 2017 2017
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Asset Management Content Management 2016 2016
Digital Signing Content Management 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Analytics CRM 2016 2016
Customer Engagement CRM 2020 2020
Customer Experience CRM 2021 2021
Data Management Platform CRM 2018 2018
Marketing Analytics CRM 2020 2020
Marketing Automation CRM 2016 2016
Tag Management CRM 2018 2018
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Investment Research and Market Intelligence Investment Management 2018 2018
Trading Platform Investment Management 2014 2014
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CTRM TRM 2015 2015
ETRM TRM 2015 2015
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2002 2003
Secure Email Gateways (SEGs) CyberSecurity 2016 2016
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Merrill Lynch
First Name Last Name Title Function Department Email Phone
No data found
Apps Being Evaluated by Merrill Lynch Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Merrill Lynch Technographics

Merrill Lynch is a Banking and Financial Services organization based in United States, with around 40000 employees and annual revenues of $16.11 billion.

Merrill Lynch operates a diverse technology stack with applications such as SAP ERP ECC 6.0, FIS Relius and FactSet Fundamentals, covering areas like ERP Financial, Benefits Administration, Pension Administration and Analytics and BI.

Merrill Lynch has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SAP, FIS Global and FactSet.

Merrill Lynch recently adopted applications including DocuSign eSignature in 2021, Adobe Experience Cloud 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 Merrill Lynch’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Merrill Lynch’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 Merrill Lynch technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.