London, EC4V 4GG,
United Kingdom
OppenheimerFunds/MassMutual Technographics
OppenheimerFunds/MassMutual Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OppenheimerFunds/MassMutual and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 55549 OppenheimerFunds/MassMutual employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that OppenheimerFunds/MassMutual has purchased the following applications: BlueMatrix for Content Management in 2018, Adobe Experience Cloud for Customer Experience in 2018, SunGard Brass Liquidity Services for Trading Platform in 2009 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems OppenheimerFunds/MassMutual is running and its propensity to invest more and deepen its relationship with BlueMatrix , DocuSign , 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 OppenheimerFunds/MassMutual revenues, which have grown to $15.76 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 OppenheimerFunds/MassMutual 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.
OppenheimerFunds/MassMutual Tech Stack and Enterprise Applications
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BlueMatrix | Legacy | BlueMatrix | Content Management | Content Management | n/a | 2018 | 2018 |
In 2018, OppenheimerFunds/MassMutual deployed BlueMatrix as a web-facing content platform. BlueMatrix is used as a Content Management application on the corporate website to centralize publishing of marketing and customer-facing content, providing a single system for page templates, structured content, and digital asset delivery that supports ongoing site updates and investor-facing communications.
Configuration of BlueMatrix emphasizes standard Content Management capabilities, including content authoring, templating, digital asset management, editorial workflows, role-based permissions, and staging to production. Operational ownership is concentrated in marketing and corporate communications, with the BlueMatrix implementation serving the OppenheimerFunds/MassMutual BlueMatrix Content Management relationship for website content lifecycle management and controlled publishing to the public site.
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2018 | 2018 |
In 2018, OppenheimerFunds/MassMutual deployed Adobe Experience Cloud to power its website and establish a Customer Experience platform for digital engagement. Adobe Experience Cloud is used as the primary web-facing system for content delivery, personalization, and analytics to support customer journey orchestration on the corporate site.
The implementation concentrated on web deployment, configuring capabilities for content management, personalization, analytics, and campaign orchestration to support marketing and digital engagement functions. Integrations focused on the website delivery layer and marketing operations, and governance was organized around centralized content workflows, editorial handoffs, and experience testing. Operational scope is the corporate website as the primary channel, with configuration aligned to Customer Experience practices such as experience measurement, audience segmentation, and campaign orchestration. The deployment emphasizes reusable content assets and rule based personalization to streamline editorial workflows and improve cross channel consistency.
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | SunGard Brass Liquidity Services | Trading Platform | Investment Management | n/a | 2009 | 2009 |
In 2009, Oppenheimer Co. Inc., part of OppenheimerFunds/MassMutual, implemented SunGard Brass Liquidity Services as a Trading Platform for its Equity Capital Markets group. The engagement focused on algorithmic execution and liquidity access to help traders better serve clients, reduce trading costs, and improve productivity and overall trading performance.
The deployment centered on the SunGard Brass Liquidity Services algorithm strategy suite, delivering comprehensive historical statistics and real-time market condition monitoring. It was implemented alongside the Brass order management system for listed trading, the SunGard TotalAccess execution management solution for direct market access, and the Brass Liquidity Services Dark Pool Aggregator to provide a single point of access to strategically targeted dark venues. These modules supported algorithmic decisioning, pre-trade analytics, execution orchestration, and post-trade lifecycle management while enabling trade-offs between risk and expected return.
Operational coverage included Oppenheimer’s Institutional Equities organization, the U.S. equity capital markets desk, and the proprietary trading business, unifying front-office access to lit and dark liquidity venues. The SunGard Brass Liquidity Services platform was integrated with the firm’s broader SunGard trading stack to streamline order flow, reduce information leakage, and improve execution quality across desks.
Governance and configuration work included vendor-led customization of Brass algorithms to Oppenheimer specifications, coupled with desk-level monitoring and configuration controls to manage algorithm behavior. Company statements cite outcomes from the implementation that include improved execution quality, reduced trading costs, increased processing efficiencies, enhanced ability to access liquidity for best execution, and strengthened risk management through more informed trading decisions.
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Web Gateways (SWG) | CyberSecurity |
|
2012 | 2012 |
|
IT Decision Makers and Key Stakeholders at OppenheimerFunds/MassMutual
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by OppenheimerFunds/MassMutual Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||