Northwestern Mutual
720 East Wisconsin Ave.,
Milwaukee, 53202, WI,
United States
Milwaukee, 53202, WI,
United States
1 414-271-1444
Banking and Financial Services
Northwestern Mutual Technographics
Northwestern Mutual Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Northwestern Mutual and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 7000 Northwestern Mutual employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Northwestern Mutual has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2005, Workday Absence Management for Absence and Leave Management in 2019, Zendesk Chat for Chatbots and Conversational AI in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Northwestern Mutual is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Thomson Reuters 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 Northwestern Mutual revenues, which have grown to $36.12 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 Northwestern Mutual 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.
Northwestern Mutual Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP Financial Management | n/a | 2005 | 2005 |
In 2005 Northwestern Mutual implemented Oracle PeopleSoft ERP to establish a centralized ERP Financial platform for tax accounting and statutory reporting. The implementation anchored PeopleSoft General Ledger capabilities within Oracle PeopleSoft ERP to support income tax provisioning, financial statement tax data capture, and compliance with statutory accounting principles SAP and GAAP.
The deployment focused on configuring tax provision and return processes, including current and deferred tax accounting calculations, tax provision model audit rule documentation, and workflow for assembling tax return data. Oracle PeopleSoft ERP was configured to support automated data collection routines, configurable approval workflows, and reporting structures that enable routine preparation of tax returns and financial statement tax provisions.
Integrations were aligned to on-premise and reporting systems referenced by the tax organization, notably OneSource for tax data and compliance workflows, PFI for related financial interfaces, and Business Objects for analytical and report distribution uses. Operational coverage centered on the tax division and corporate accounting teams, with processes designed to gather inputs from cross-departmental sources to produce complete and auditable tax calculations.
Governance captured responsibilities for maintaining complete and current tax division documentation, responding to internal and external audit requests, updating accounting controls as tax laws change, and educating business areas on data requirements. Configuration and process design emphasized controls for accuracy, routine reporting cadence, and the ability to model multiple tax projection scenarios in support of high level tax advisory services.
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Expense Management | ERP Financial Management |
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2018 | 2018 |
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Tax Management | ERP Financial Management |
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2020 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Absence Management | Absence and Leave Management | HCM | n/a | 2019 | 2020 |
In 2019 Northwestern Mutual implemented Workday Absence Management as a targeted component of its Workday deployment activity centered in Milwaukee, WI. The implementation work explicitly covered Workday Absence Management alongside Time Tracking, with project coordination led through the Core Leadership Team and supported by a dedicated Project Assistant and Training Coordinator role from March 2019 to March 2020. This timeline and role tied directly to planning meetings, scheduling of training and testing events, and facilitation of both unit testing and end to end testing sequences.
Workday Absence Management was configured and exercised through structured testing and training workflows, including organized testing groups, monitored pass and fail testing, and documented defects in the Workday defect tracker. The implementation included setup and operational control of the Workday Customer Center, Learning Center and Community Center, which covered the addition and deletion of training classes and the approval workflow for Workday HR personnel. Configuration and testing activities show focus on absence and leave workflows, time collection alignment, and training orchestration across HR functional users.
Operational coverage extended to onsite and remote execution, with facilitation of touch down locations for testing, A/V support for Skype audio and video conferencing, and coordination of recurring and one-time meetings, conferences and offsite training with internal and external stakeholders. Program governance included maintenance of the Workday expense and training budget and review and approval of consultant invoices, indicating centralized budgetary control for the Absence and Leave Management deployment. The narrative reflects an implementation emphasis on testing governance, training enablement, and operational readiness for Workday Absence Management within Northwestern Mutual’s HR and time tracking functions.
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BackGround Screening | HCM |
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2017 | 2017 |
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Candidate Relationship Management | HCM |
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2020 | 2020 |
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Candidate Relationship Management | HCM |
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2021 | 2021 |
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Candidate Relationship Management | HCM |
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2020 | 2020 |
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Compensation Management | HCM |
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2019 | 2020 |
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Core HR | HCM |
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2019 | 2020 |
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Employee Engagement | HCM |
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2022 | 2022 |
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Employee Experience | HCM |
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2020 | 2020 |
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Employee Experience | HCM |
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2022 | 2022 |
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Employee Experience | HCM |
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2019 | 2020 |
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Learning and Development | HCM |
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2019 | 2020 |
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Onboarding | HCM |
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2019 | 2020 |
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Payroll | HCM |
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2019 | 2020 |
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Performance and Goal Management | HCM |
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2019 | 2020 |
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Recruiting, Applicant Tracking System | HCM |
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2019 | 2019 |
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Time and Attendance | HCM |
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2019 | 2020 |
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Workforce Analytics | HCM |
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2019 | 2020 |
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Workforce Analytics | HCM |
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2023 | 2024 |
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Workforce Management | HCM |
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2014 | 2014 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021 Northwestern Mutual implemented Zendesk Chat on its public website to introduce real-time conversational touchpoints for policyholders and prospective customers. The deployment is categorized under Chatbots and Conversational AI and centers on a web chat implementation designed to capture inbound customer intent and route interactions to digital channels or live representatives.
The Zendesk Chat implementation includes typical Chatbots and Conversational AI capabilities such as a site-embedded web chat widget, automated conversational flows for common inquiries, agent handoff and routing logic, and transcript capture for asynchronous follow-up. Configuration work emphasized conversational scripts, canned responses, session metadata capture, and escalation rules to ensure consistent customer handling and context preservation across sessions while using Zendesk Chat as the front-line engagement layer.
Operationally the rollout is scoped to digital engagement and customer service functions on the Northwestern Mutual website, with governance focused on scripted responses, agent operating procedures, and monitoring of chat volumes and interaction quality. Implementation narrative centers on embedding Zendesk Chat to standardize web-based customer interactions, instrument conversational workflows, and provide a persistent chat record for customer service follow-up.
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Speech Recognition AI | AI-Powered Application |
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2015 | 2015 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2019 | 2019 |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Event Management | Collaboration |
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2017 | 2017 |
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PBX, VoiP and Phone Systems | Collaboration |
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2023 | 2023 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Document Management | Content Management |
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2014 | 2015 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2017 | 2017 |
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Customer Data Platform | CRM |
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2021 | 2021 |
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Customer Engagement | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Interactive Voice Response (IVR) | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2021 | 2021 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2019 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2017 | 2017 |
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IT Service Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2008 | 2008 |
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2015 | 2015 |
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Portfolio and Investment Risk Management | Investment Management |
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2018 | 2018 |
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Trading Platform | Investment Management |
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2010 | 2010 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2017 | 2017 |
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Sourcing | Procurement |
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2012 | 2012 |
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Supplier Relationship Management | Procurement |
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2017 | 2017 |
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Supplier Relationship Management | Procurement |
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2012 | 2012 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2016 | 2016 |
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Incentive Compensation Management | SPM |
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2010 | 2010 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2008 | 2008 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2021 | 2021 |
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Robotic Process Automation | PaaS |
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2017 | 2017 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Data Warehouse Appliance | IaaS |
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2020 | 2020 |
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Network Management and Monitoring | IaaS |
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2018 | 2018 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2019 | 2019 |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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PEO (Professional Employer Organization) | Professional Services |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Northwestern Mutual
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Northwestern Mutual Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Northwestern Mutual Technographics
Northwestern Mutual is a Banking and Financial Services organization based in United States,
with around 7000 employees and annual revenues of $36.12 billion.
Northwestern Mutual operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, Workday Absence Management and Zendesk Chat,
covering areas like ERP Financial, Absence and Leave Management and Chatbots and Conversational AI.
Northwestern Mutual has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Workday and Zendesk.
Northwestern Mutual recently adopted applications including
Five9 Analytics in 2023, RingCentral RingEX (formerly RingCentral MVP) in 2023 and Lattice Engagement in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Northwestern Mutual’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Northwestern Mutual’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 Northwestern Mutual technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.