Geneva, 1204,
Switzerland
Mirabaud Group Technographics
Mirabaud Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mirabaud Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Mirabaud Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mirabaud Group has purchased the following applications: Temenos T24 for Core Banking in 2022, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2022, Bloomberg AIM for Portfolio and Investment Management in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mirabaud Group is running and its propensity to invest more and deepen its relationship with Temenos , Salesforce , Bloomberg 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 Mirabaud Group revenues, which have grown to $351.0 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 Mirabaud Group 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.
Mirabaud Group Tech Stack and Enterprise Applications
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 | 2022 | 2022 |
In 2022, Mirabaud Group implemented Temenos T24 as part of the Mirabaud Polaris project to consolidate core processing and support front to back workflows within its Core Banking environment. The deployment of Temenos T24 targeted core account and transaction processing while aligning program objectives for trading and regulatory reporting functionality. This implementation positioned Temenos T24 as the central platform for Mirabaud Group Core Banking and related business functions.
Functional configuration emphasized trading and regulatory reporting, with domain management assigned to the Security Master File area using the Temenos TDS application. Teams also executed integration work for the MasterFinance risk management application from ThemaConsulting and contributed to an internal Order Management System development effort. Implementation activities included requirements analysis, configuration, testing and deployment, with tooling and development work tracked through Jira and SQL based validation.
Explicit integrations incorporated electronic trading and execution management systems including Fidessa, Bloomberg EMSX, TSOX and TradingScreen, and supported FIX Protocol flows for trading connectivity. The Temenos T24 rollout covered Mirabaud Group operations in Switzerland and abroad, impacting trading desks, risk management, compliance and operations teams. These integrations routed transactional and reference data through Temenos T24 to support regulatory reporting and downstream risk feeds.
Project governance designated business analyst and domain manager roles to oversee trading, reporting and the Security Master File, while technical leads managed core banking analysis and development. Teams performed project definition, development, testing and deployment activities and delivered ongoing user support and maintenance as part of the program. The MasterFinance integration was resourced by a five person team, reflecting targeted governance around risk management connectivity.
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Digital Banking | ERP Services and Operations |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2022 | 2022 |
In 2022 Mirabaud Group implemented Salesforce Sales Cloud. The deployment places Salesforce Sales Cloud on their website to capture inbound interest and centralize client data, aligning with Sales Automation,CRM,Sales Engagement requirements.
Implementation focused on core Sales Cloud capabilities such as account and contact management, lead and opportunity management, and sales engagement workflows to support private banking and institutional coverage. Configuration emphasized web-led lead capture, automated qualification routing, and opportunity pipeline orchestration within Salesforce Sales Cloud to standardize sales stages and client interaction records.
Operational scope covers front-office sales and client relationship teams across Mirabaud Group, consolidating web-sourced prospects into a unified CRM record to support sales and relationship management functions. Governance centered on standardized data models and sales process workflows inside Salesforce Sales Cloud, enabling consistent qualification and handoff procedures and a coordinated rollout that embedded CRM capture directly into the Mirabaud website to drive Sales Automation,CRM,Sales Engagement use cases.
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg AIM | Portfolio and Investment Management | Investment Management | n/a | 2012 | 2012 |
In 2012, Mirabaud Group implemented Bloomberg AIM as its Portfolio and Investment Management application to consolidate asset management front to back workflows. The deployment was scoped to Mirabaud Asset Management and aligned with a new IT strategy that emphasized outsourcing and insourcing to improve processes, increase quality and reduce costs.
Bloomberg AIM was configured to support portfolio management, trade order management, portfolio accounting, compliance monitoring and client reporting, reflecting functional capabilities typical of the Portfolio and Investment Management category. The implementation included development of client tax forms for several countries to support cross border reporting and to address FATCA and MIFID related reporting requirements.
Integrations were established with Markit as part of the program to align reference data and pricing inputs with the investment platform, and Bloomberg AIM operation was coordinated with outsourced service layers under the asset management program. Operational risk controls were assessed against FINMA 2008 21 guidance, and findings informed configuration, monitoring and exception workflows.
Governance was driven by a steering committee charged with overseeing the outsourcing decision, rollout sequencing and the balance between insourced teams and external services, focusing operational coverage on front office and middle office asset management functions. The program prioritized compliance enablement and standardized reporting while executing the IT strategy goals of process improvement, higher quality and cost reduction.
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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Trade Order Management System (TOMS) | Investment Management |
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2012 | 2012 |
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Trading Platform | Investment Management |
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2012 | 2012 |
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Trading Platform | Investment Management |
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2012 | 2012 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Mirabaud Group
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Mirabaud Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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