AI Buyer Insights:

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

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● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

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● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

Morgan Stanley Wealth Management
Location
1585 Broadway,
New York, 10036, NY,
United States
Website
https://www.morganstanley.com/what-we-do/wealth-management/
Phone
1 212-761-4000
Artw industry
Banking and Financial Services
Employee
Revenue

Morgan Stanley Wealth Management Technographics

Morgan Stanley Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Morgan Stanley Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 82000 Morgan Stanley Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Morgan Stanley Wealth Management has purchased the following applications: Oracle Taleo Cloud Service for Recruiting, Applicant Tracking System in 2019, OpenAI GPT-4 for Generative AI Platforms in 2023, Adobe Connect for Audio Video and Web Conferencing 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 Morgan Stanley Wealth Management is running and its propensity to invest more and deepen its relationship with Oracle , OpenAI , Adobe Systems 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 Morgan Stanley Wealth Management revenues, which have grown to $50.21 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 Morgan Stanley Wealth Management 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.

Morgan Stanley Wealth Management Tech Stack and Enterprise Applications

Morgan Stanley Wealth Management HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Taleo Cloud Service Recruiting, Applicant Tracking System HCM n/a 2019 2019
In 2019, Morgan Stanley Wealth Management deployed Oracle Taleo Cloud Service as its Recruiting,Applicant Tracking System for candidate engagement on its public careers website. The deployment centered on browser based candidate intake, job posting management, and applicant workflow orchestration to support talent acquisition. Implementation scope covered recruiting and human resources teams within Morgan Stanley Wealth Management. Oracle Taleo Cloud Service was configured to manage requisition lifecycle, candidate profile management, interview scheduling workflows, and applicant screening flows, and it was used to publish career listings on the corporate site. The implementation emphasized configuration of core recruiting modules and automation of applicant routing and requisition approvals to align recruiting operations with corporate hiring processes. Governance concentrated on centralized HR ownership for role configuration and workflow rules, with operational control residing in the wealth management recruiting function.
Recruiting, Applicant Tracking System HCM 2016 2016
Morgan Stanley Wealth Management AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
OpenAI Legacy OpenAI GPT-4 Generative AI Platforms AI Development n/a 2023 2023
Morgan Stanley Wealth Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Connect Audio Video and Web Conferencing Collaboration n/a 2017 2017
In 2017, Morgan Stanley Wealth Management deployed Adobe Connect for Audio Video and Web Conferencing on its public website. Adobe Connect is implemented as a web-accessible conferencing layer embedded in the site to support client-facing virtual meetings, advisor webinars, and scheduled event streams. The implementation is positioned to provide secure browser-based joining and hosted meeting rooms accessible to clients and internal teams. Functional coverage aligns with standard Audio Video and Web Conferencing capabilities, including persistent meeting rooms, webinar session management, screen sharing, session recording, and breakout interactions to support client engagement and advisor collaboration. Operational scope centers on wealth management advisor teams and client service functions within the United States, leveraging the website as the primary access point. Governance and workflow attention focuses on centralized scheduling, session moderation, and archival of recorded sessions to meet communication and compliance needs.
Audio Video and Web Conferencing Collaboration 2013 2013
Audio Video and Web Conferencing Collaboration 2017 2017
Audio Video and Web Conferencing Collaboration 2022 2022
Collaboration Collaboration 2022 2022
Morgan Stanley Wealth Management Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Asset Management Content Management 2016 2016
Digital Asset Management Content Management 2016 2016
Digital Signing Content Management 2021 2021
Digital Signing Content Management 2021 2021
Web Content Management Content Management 2021 2021
Morgan Stanley Wealth Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2021 2021
Customer Experience CRM 2017 2017
Customer Experience CRM 2021 2021
Customer Experience CRM 2019 2019
Customer Experience CRM 2021 2021
Data Management Platform CRM 2020 2020
Data Management Platform CRM 2016 2016
Data Management Platform CRM 2020 2020
Data Management Platform CRM 2017 2017
Data Management Platform CRM 2018 2018
Data Management Platform CRM 2019 2019
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Marketing Analytics CRM 2002 2002
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2002 2002
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2022 2022
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2020 2020
Tag Management CRM 2015 2015
Tag Management CRM 2018 2018
Tag Management CRM 2021 2021
Morgan Stanley Wealth Management ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2020 2020
Application Performance Management ITSM 2020 2020
IT Service Management ITSM 2020 2020
IT Service Management ITSM 2020 2020
Morgan Stanley Wealth Management TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2018 2018
Governance, Risk and Compliance TRM 2018 2018
Morgan Stanley Wealth Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2002 2002
Content Delivery Network IaaS 2002 2002
Content Delivery Network IaaS 2021 2021
Database Management, Open-Source Database IaaS 2022 2022

IT Decision Makers and Key Stakeholders at Morgan Stanley Wealth Management

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Morgan Stanley Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Morgan Stanley Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Morgan Stanley Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Morgan Stanley Wealth Management Technographics
Morgan Stanley Wealth Management is a Banking and Financial Services organization based in United States, with around 82000 employees and annual revenues of $50.21 billion.
Morgan Stanley Wealth Management operates a diverse technology stack with applications such as Oracle Taleo Cloud Service, OpenAI GPT-4 and Adobe Connect, covering areas like Recruiting, Applicant Tracking System, Generative AI Platforms and Audio Video and Web Conferencing.
Morgan Stanley Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, OpenAI and Adobe Systems.
Morgan Stanley Wealth Management recently adopted applications including OpenAI GPT-4 in 2023, Cisco Webex Meetings in 2022 and Slack Connect in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Morgan Stanley Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Morgan Stanley Wealth Management’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 Morgan Stanley Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.