Toronto, M5H 1H1, ON,
Canada
Scotiabank Global Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Scotiabank Global 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 2700 Scotiabank Global 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 Scotiabank Global Wealth Management has purchased the following applications: IBM AS/400 for ERP Financial in 2008, SAP SuccessFactors Recruiting for Recruiting, Applicant Tracking System in 2019, Pega Federated Case Management for Case 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 Scotiabank Global Wealth Management is running and its propensity to invest more and deepen its relationship with IBM , SAP , Pegasystems 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 Scotiabank Global Wealth Management revenues, which have grown to $590.0 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 Scotiabank Global 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IBM | Legacy | IBM AS/400 | ERP Financial | ERP Financial Management | n/a | 2008 | 2008 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP SuccessFactors Recruiting | Recruiting, Applicant Tracking System | HCM | n/a | 2019 | 2019 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pegasystems | Legacy | Pega Federated Case Management | Case Management | ERP Services and Operations | Scottish Communications Group | 2017 | 2017 |
In 2017, Scotiabank Global Wealth Management implemented Pega Federated Case Management to standardize servicing and contact-center workflows, using the Pega Federated Case Management application as the central Case Management platform. Rules Cube implemented Pega-based servicing, contact-center and case-management components for the bank, and Scottish Communications Group is listed as the SI/VAR on the engagement.
The implementation focused on federated case execution and orchestration, configuring Pega Federated Case Management to execute cases remotely across multiple host applications, and to provide unified case routing and workflow orchestration. Functional capabilities implemented included contact-center case handling, servicing case lifecycles, and consolidated agent 360 views, leveraging Pega case orchestration and decisioning patterns common to Case Management deployments.
Integrations emphasized cross-application case execution within the bank in Canada, enabling Pega to surface and progress cases that span multiple source systems without naming or replacing specific backend applications. The engagement supported contact-center and servicing processes across multiple countries, extending operational coverage beyond Canada and aligning case context across distributed systems.
Governance changes centered on centralizing case governance and standardizing servicing workflows, with configuration controls and role based access to support agent interactions and case escalation. Per the partner case study, the rollout delivered improved agent 360 views and reported operational ROI, as documented by Rules Cube.
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Travel Management | ERP Services and Operations |
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2018 | 2018 |
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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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2018 | 2018 |
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Collaboration | Collaboration |
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2017 | 2017 |
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PBX, VoiP and Phone Systems | Collaboration |
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2018 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Asset Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | 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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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2018 | 2018 |
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Sales Enablement | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2018 | 2018 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2017 | 2017 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Asset and Wealth Management | Investment Management |
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2018 | 2018 |
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Asset and Wealth Management | Investment Management |
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2012 | 2012 |
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Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2015 |
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Portfolio and Investment Management | Investment Management |
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2013 | 2013 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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Portfolio and Investment Management | Investment Management |
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2012 | 2012 |
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Trading Platform | Investment Management |
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2017 | 2017 |
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Trading Platform | Investment Management |
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2015 | 2015 |
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Trading Platform | Investment Management |
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2012 | 2012 |
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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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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Extract, Transform, and Load (ETL) | 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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Content Delivery Network | IaaS |
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2021 | 2021 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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