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Merrill Lynch Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Merrill Lynch and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40000 Merrill Lynch employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Merrill Lynch has purchased the following applications: SAP ERP ECC 6.0 for ERP Financial in 2015, FIS Relius for Benefits Administration, Pension Administration in 2012, FactSet Fundamentals for Analytics and BI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Merrill Lynch is running and its propensity to invest more and deepen its relationship with SAP , FIS Global , FactSet 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 Merrill Lynch revenues, which have grown to $16.11 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 Merrill Lynch 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 ERP ECC 6.0 | ERP Financial | ERP Financial Management | n/a | 2015 | 2015 |
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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.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
|
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|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2017 | 2017 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Asset Management | Content Management |
|
2016 | 2016 |
|
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|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Analytics | CRM |
|
2016 | 2016 |
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Customer Engagement | CRM |
|
2020 | 2020 |
|
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Customer Experience | CRM |
|
2021 | 2021 |
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Data Management Platform | CRM |
|
2018 | 2018 |
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Marketing Analytics | CRM |
|
2020 | 2020 |
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Marketing Automation | CRM |
|
2016 | 2016 |
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Tag Management | CRM |
|
2018 | 2018 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Investment Research and Market Intelligence | Investment Management |
|
2018 | 2018 |
|
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|
Trading Platform | Investment Management |
|
2014 | 2014 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
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Content Delivery Network | IaaS |
|
2018 | 2018 |
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Content Delivery Network | IaaS |
|
2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2002 | 2003 |
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Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
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|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
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