Safra National Bank
546 Fifth Avenue,
New York, 10036, NY,
United States
New York, 10036, NY,
United States
1 212-704 5500
Banking and Financial Services
Safra National Bank Technographics
Safra National Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Safra National Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 289 Safra National Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Safra National Bank has purchased the following applications: Jack Henry Banking SilverLake for Core Banking in 2012, Cisco Webex Meetings for Audio Video and Web Conferencing in 2019, NASDAQ Adenza Risk Management (ex Calypso Risk Management) for Risk Management 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 Safra National Bank is running and its propensity to invest more and deepen its relationship with Jack Henry & Associates , Cisco Systems , NASDAQ 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 Safra National Bank revenues, which have grown to $32.0 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 Safra National Bank 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.
Safra National Bank Tech Stack and Enterprise Applications
Safra National Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jack Henry & Associates | Legacy | Jack Henry Banking SilverLake | Core Banking | ERP Services and Operations | n/a | 2012 | 2012 |
In 2012 Safra National Bank implemented Jack Henry Banking SilverLake as its Core Banking platform to support general ledger and daily production banking operations. The deployment centered on Jack Henry & Associates software configured to manage core accounting and transaction processing for the institution.
Implementation work included configuration of the General Ledger system within Jack Henry Banking SilverLake and development of SQL Stored Procedures to support Reporting Services. Reports generated from these procedures were published to the bank intranet, indicating an application-layer reporting architecture with database-level stored procedure automation and intranet-hosted report delivery.
Operational coverage encompassed internal users and production support teams, with staff acting as first and second level application support and managing vendor relations for Jack Henry Banking SilverLake. The environment integrated with the banks internal Intranet Banking System for report dissemination and required hands-on support for client user setup and application troubleshooting.
Governance and operational controls emphasized a strict deployment methodology for reports and database changes, and oversight of the nightly end-of-day process to ensure batch completion and readiness for the next business day. Production support responsibilities included monitoring EOD outcomes and coordinating with vendor support to resolve application incidents.
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Safra National Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
In 2019 Safra National Bank implemented Cisco Webex Meetings on its website to provide web-accessible virtual meeting capability. Cisco Webex Meetings is used as the bank's Audio Video and Web Conferencing application to support both client-facing appointment sessions and internal collaboration workflows.
The deployment centers on an embedded Webex Meetings experience on the public site, delivering real time audio and video conferencing, screen sharing, meeting scheduling and recording capabilities typical of Audio Video and Web Conferencing platforms. Configuration focused on meeting access controls, participant management and standard conferencing features to align with banking customer interactions and relationship management use cases.
Operational coverage spans customer engagement channels and core corporate functions including relationship management, client services and corporate operations, with the website integration acting as the primary entry point for external meetings. The implementation emphasizes secure, authenticated access patterns and session controls appropriate for a financial services environment while keeping the conferencing service visible and accessible from the corporate web presence.
Governance attention was applied to meeting provisioning, scheduling policy and permissioning to ensure consistent use across departments, and standard operational practices were adapted to manage public facing sessions initiated through the website. Safra National Bank Cisco Webex Meetings Audio Video and Web Conferencing supports the bank in delivering hosted virtual meetings directly via its website and in-streamlining customer and employee conferencing interactions.
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Safra National Bank TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NASDAQ | Legacy | NASDAQ Adenza Risk Management (ex Calypso Risk Management) | Risk Management | TRM | n/a | 2017 | 2017 |
In 2017 Safra National Bank deployed NASDAQ Adenza Risk Management (ex Calypso Risk Management) as its core Risk Management application to support analysis and control of a multi-billion dollar proprietary investment portfolio. The implementation targeted front-to-back risk and valuation workflows across trading desk, treasury, asset-liability management, and senior management reporting functions.
The deployment emphasized unrealized P&L production and risk analytics, including valuation methodologies for complex trading strategies and derivative products. Functional capabilities implemented included detailed cashflow analysis for mortgage-backed securities and collateralized mortgage obligations, stress testing by shocking rates spreads and prepayment speed assumptions, and generation of monthly capital at risk and earnings at risk outputs. The NASDAQ Adenza Risk Management system was used to produce daily risk report packages and ad hoc what-if portfolio scenario analysis for senior management.
Operational integrations and data flows were configured to feed the banks Asset-liability management modeling system Ambit Bancware and to support internal risk reporting workflows within the Adenza environment. The system supported trading desk workflows by monitoring interest rate risk and credit exposure and by producing valuations used to settle bilateral derivative valuation disputes with counterparties. Liquidity monitoring and funding cost analysis were maintained alongside net interest income projection capabilities to align risk and treasury functions.
Process and governance changes included creation and implementation of a framework to obtain prepayment speed assumptions using CPR PSA and SMM conventions for Mortgage-backed securities, design and maintenance of complex financial models for liquidity forecasting, and formalized production of daily and monthly risk reports for senior management. The NASDAQ Adenza Risk Management deployment was instrumented to provide written analysis for Asset Liability Management outputs and to deliver ad hoc analytic packages for budget projections and balance sheet scenario planning.
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IT Decision Makers and Key Stakeholders at Safra National Bank
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Vice President and Chief Credit Officer | CXO | Finance | |
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Chief Investment Officer | CXO | Investment | |
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Assistant Vice President - Private Banking | VP | Operations | |
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First Vice President | Information Security | VP | IT | |
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Vice President Information Technology | VP | IT | |
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Chief Information Security Officer | CXO | IT | |
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Chief Information Officer | CXO | IT | |
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Apps Being Evaluated by Safra National Bank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Safra National Bank IT executives and key decision makers. This section highlights Safra National Bank's latest recorded technology evaluations, including FIS Valdi for Trading Platform on 2026-04-28, Finastra Misys FusionBanking Loan IQ for Loan Management on 2025-04-29, and FIS Core Banking for Core Banking on 2024-08-01. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Safra National Bank digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-04-28 | Safra National Bank | Evaluated | FIS Global | FIS Valdi | Trading Platform | Investment Management |
| 2025-04-29 | Safra National Bank | Evaluated | Finastra | Finastra Misys FusionBanking Loan IQ | Loan Management | ERP Services and Operations |
| 2024-08-01 | Safra National Bank | Evaluated | FIS Global | FIS Core Banking | Core Banking | ERP Services and Operations |
| 2024-07-10 | Safra National Bank | Evaluated |
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Analytics and BI | Analytics and BI |
FAQ - APPS RUN THE WORLD Safra National Bank Technographics
Safra National Bank is a Banking and Financial Services organization based in United States,
with around 289 employees and annual revenues of $32.0 million.
Safra National Bank operates a diverse technology stack with applications such as
Jack Henry Banking SilverLake, Cisco Webex Meetings and NASDAQ Adenza Risk Management (ex Calypso Risk Management),
covering areas like Core Banking, Audio Video and Web Conferencing and Risk Management.
Safra National Bank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Jack Henry & Associates, Cisco Systems and NASDAQ.
Safra National Bank recently adopted applications including
Cisco Webex Meetings in 2019, NASDAQ Adenza Risk Management (ex Calypso Risk Management) in 2017 and Jack Henry Banking SilverLake in 2012,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Safra National Bank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Safra National Bank’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 Safra National Bank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.