State Street
One Congress Street,
Boston, 2114, MA,
United States
Boston, 2114, MA,
United States
1 617-786-3000
Banking and Financial Services
State Street Technographics
State Street Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by State Street and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 42000 State Street employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that State Street has purchased the following applications: Oracle e-Business Suite Accounts Payable for AP Automation in 2016, Sterling Background Check for BackGround Screening in 2018, LeaseCalcs for Lease Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems State Street is running and its propensity to invest more and deepen its relationship with Oracle , SS&C Technologies , Deloitte 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 State Street revenues, which have grown to $12.15 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 State Street 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.
State Street Tech Stack and Enterprise Applications
State Street ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle e-Business Suite Accounts Payable | AP Automation | ERP | n/a | 2016 | 2016 |
In 2016 State Street implemented Oracle e-Business Suite Accounts Payable as part of an Oracle Applications 11i to R12 12.2.4 upgrade to address AP Automation needs within its finance organization. The engagement covered core financial modules including Accounts Payable, Accounts Receivable, General Ledger, Fixed Assets and i-Expenses, and extended to Project Accounting rate schedule conversion work.
Implementation work emphasized techno-functional alignment, with R12 GAP analysis produced for RICE objects and end-to-end business process mapping across standard and customized modules. Configuration and automation activities included design and development of a program to convert Bill Rate Schedules for Project Accounting and creation of a Lock-box interface in the AR module, supporting invoice orchestration, payment processing, and employee expense capture consistent with AP Automation workflows.
The technical architecture was an Oracle Applications 11i to R12 upgrade path culminating on R12 12.2.4, with environment handoffs and unit testing performed for each identified business process. Integration testing included analysis and validation of interfaces with third parties and existing in-house systems, and unit testing cycles were executed to validate data conversion and interface stability.
Governance and rollout followed structured validation cycles, including CRP1 and CRP2 testing with issue trackers and SME sign-off, followed by full UAT cycles and formal training and practice sessions. Deliverables centered on test scripts, defect tracking, and training materials while consultants assisted in developing and testing software applications to support the Oracle e-Business Suite Accounts Payable deployment within State Street’s AP Automation scope.
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ERP Financial | ERP |
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2020 | 2020 |
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ERP Financial | ERP |
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2015 | 2015 |
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ERP Financial | ERP |
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2017 | 2018 |
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Expense Management | ERP |
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2017 | 2017 |
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State Street HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sterling Talent Solutions | Legacy | Sterling Background Check | BackGround Screening | HCM | n/a | 2018 | 2018 |
In 2018, State Street implemented Sterling Background Check as part of a broader Talent Acquisition modernization effort. The deployment targeted BackGround Screening functionality to centralize and automate candidate screening within the recruiting and onboarding lifecycle.
The Sterling Background Check implementation standardized screening workflows and automated background check ordering and adjudication, aligning screening tasks with onboarding orchestration. Configuration work included mapping screening triggers to hiring events, building role-based screening rules, and establishing evidence capture and reporting workflows to support compliance and auditability. The implementation was positioned to support candidate lifecycle handoffs and to reduce manual work in screening administration.
The project was executed in concert with related third-party services, with Equifax services including WOTC, I9 Service, and Work Number used for employment verifications. Sterling Talent Solutions partnered with a Background Check Provider to automate background checks and the program was coordinated alongside State Street’s Workday-era talent initiatives to ensure process alignment across systems. Operational coverage began with a North America centralized onboarding model that was leveraged to inform a global rollout approach.
Governance and operationalization included global training, process documentation updates, user acceptance testing with logged defect remediation, and monthly talent acquisition operating meetings with third-party vendors to enforce controls. The rollout supported Talent Acquisition, Global HR, Global Security, Compensation, and ethics functions through standardized screening policy enforcement and operating procedures. State Street reported centralized onboarding outcomes including decreased time to hire, improved compliance posture, and higher client and candidate satisfaction following the transition.
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Benefits Administration | HCM |
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2018 | 2018 |
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Benefits Administration, Pension Administration | HCM |
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2011 | 2011 |
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Core HR | HCM |
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2017 | 2018 |
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Employee Engagement | HCM |
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2019 | 2019 |
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Employee Experience | HCM |
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2017 | 2017 |
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Learning and Development | HCM |
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2025 | 2025 |
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Payroll | HCM |
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2017 | 2017 |
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Payroll | HCM |
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2017 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2018 |
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Workforce Management | HCM |
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2017 | 2017 |
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State Street ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LeaseCalcs | Legacy | LeaseCalcs | Lease Management | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, State Street implemented LeaseCalcs, deploying the LeaseCalcs application as its Lease Management platform. LeaseCalcs lists State Street as a customer on its website, confirming vendor acknowledgement of the engagement. The implementation targeted centralized control over lease portfolios and contract inventories to support enterprise lease accounting and ongoing contract oversight. State Street LeaseCalcs Lease Management was positioned to serve corporate finance and accounting functions responsible for leased real estate and equipment portfolios.
The deployment incorporated standard Lease Management capabilities, including a lease accounting engine for right of use asset and lease liability calculations, amortization schedules, automated journal entry generation, and disclosure reporting for ASC 842 and IFRS 16 compliance. The configuration work focused on contract abstraction, indexed payment schedules, remeasurement workflows, and configurable reporting outputs to feed period close processes. LeaseCalcs was configured to enforce consistent lease classification and remeasurement rules across the captured portfolio.
Operational integration centered on connecting LeaseCalcs to enterprise finance systems, using interfaces to feed general ledger and ERP platforms and to harmonize chart of accounts mappings, tax coding, and period close data. The rollout covered finance, lease administration, and real estate teams responsible for lease maintenance and accounting, enabling centralized lease data and a single system of record for contractual terms. Role based access controls and audit trails were applied to support segregation of duties and compliance monitoring across corporate entities.
Governance changes emphasized standardized lease accounting workflows, formalized approval gates for contract amendments, and documented reconciliation steps between LeaseCalcs and financial ledgers. Implementation work included defining owner responsibilities for lease capture, periodic remeasurement, and month end posting procedures to ensure consistent accounting practices. The configuration and governance approach aligned LeaseCalcs with State Street business functions in finance and accounting while maintaining an auditable lease management process.
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Legal Practice Management | ERP Services and Operations |
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2020 | 2020 |
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Loan Management | ERP Services and Operations |
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2018 | 2018 |
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State Street Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2015 | 2018 |
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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Analytics and BI | Analytics and BI |
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2023 | 2023 |
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Data Warehouse | Analytics and BI |
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2019 | 2019 |
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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State Street 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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2021 | 2021 |
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State Street 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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2021 | 2021 |
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State Street CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2023 | 2023 |
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Customer Analytics | 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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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2012 | 2012 |
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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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2012 | 2012 |
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State Street ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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State Street Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM and Investor Relationship Management | Investment Management |
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2014 | 2014 |
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Portfolio and Investment Management | Investment Management |
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2012 | 2012 |
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Portfolio and Investment Management | Investment Management |
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2021 | 2021 |
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Portfolio and Investment Management | Investment Management |
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2009 | 2009 |
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Portfolio and Investment Management | Investment Management |
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2019 | 2020 |
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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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2025 | 2025 |
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Portfolio and Investment Risk Management | Investment Management |
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2015 | 2015 |
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Trade Order Management System (TOMS) | Investment Management |
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2015 | 2015 |
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Trading Platform | Investment Management |
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2011 | 2011 |
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Transfer Agency | Investment Management |
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2022 | 2022 |
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State Street 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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2017 | 2017 |
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State Street TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Risk Management | TRM |
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2011 | 2011 |
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Risk Management | TRM |
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2020 | 2020 |
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Treasury Management | TRM |
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2015 | 2015 |
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Treasury Management | TRM |
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2020 | 2020 |
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Treasury Management | TRM |
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2011 | 2012 |
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Treasury Management | TRM |
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2016 | 2016 |
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State Street PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2020 | 2020 |
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Robotic Process Automation | PaaS |
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2020 | 2020 |
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Robotic Process Automation | PaaS |
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2017 | 2017 |
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State Street 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Backup as a Service (BaaS) | IaaS |
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2017 | 2017 |
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Backup as a Service (BaaS) | IaaS |
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2019 | 2019 |
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Cloud Storage | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Data Streaming | IaaS |
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2020 | 2020 |
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Network Management and Monitoring | IaaS |
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2020 | 2021 |
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State Street 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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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at State Street
| First Name | Last Name | Title | Function | Department | Phone | |
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VP, Risk Data Analytics Director | Director | Risk | |
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CFO | CXO | Finance | |
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EVP and Global CIO | CXO | Finance | |
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VP Institutional Sales & Trading | VP | Sales | |
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Chief Administrative Officer | CXO | Finance | |
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Business Development, North America | Manager | Sales | |
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EVP Operations | VP | Finance | |
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VP of Operations | VP | Operations | |
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Managing Director, Chief of Staff | Director | Finance | |
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Vice President, Sales Operations Content Management | VP | Sales | |
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Chief Human Resources Officer | CXO | HR | |
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Vice President, Human Resources Business Partner | VP | HR | |
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Managing Director, Head of Global Benefits | Director | HR | |
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CFO UK, Ireland & Channel Islands | CXO | Finance | |
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Vice President - Global HR Shared Services | VP | HR | |
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CFO - Managing Director | Director | Finance | |
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Assistant Vice President HR Operations - EMEA | VP | HR | |
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Finance Director - Head of FP&A for EMEA | Director | Finance | |
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UKMEA Head of Finance | Director | Finance | |
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Managing Director FP&A EMEA | Director | Finance | |
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Regional Chief Information Officer - EMEA | CXO | IT | |
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Vice President, HR Business Partner | VP | HR | |
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Vice President - Head of Payroll Operations - EMEA & APAC | VP | HR | |
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Treasurer, EVP | VP | Treasury | |
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Finance Training Manager | Manager | Finance | |
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Finance Systems Manager | Manager | IT | |
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Vice President, Global Procurement | VP | Procurement | |
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Senior Vice President and Global Head of Procurement, IT and IP Legal | VP | IT | |
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Senior Vice President, Chief Procurement Officer | CXO | Procurement | |
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Vice President, Global Procurement Lean Transformation Program Manager | VP | Procurement | |
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Business Development, North America Manager | Manager | Sales | |
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Finance Manager | Manager | Finance | |
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Finance Manager | Manager | Finance | |
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COO | CXO | Finance | |
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Global HR Technology Lead, VP | Manager | HR | |
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Senior Vice President, COO - Talent Acquisition and Head of Strategic Workforce Planning & Analytics | VP | HR | |
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VP, Chief Information Officer | CXO | IT | |
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VP, Global Services Americas Finance | VP | Finance | |
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EVP & Global Chief Information Officer | CXO | IT | |
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Chief Investment Officer | CXO | Investment | |
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Portfolio Accounting Manager - Officer | Manager | Investment | |
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AVP, HR | VP | HR | |
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SVP Operations | VP | Operations | |
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Chief Operating Officer | CXO | Finance | |
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Operations Manager | Manager | Finance | |
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Vice President - Global Tax Technology | VP | IT | |
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VP - Corporate Tax | VP | Finance | |
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Managing Director - Global Tax Reporting | Director | Finance | |
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Head of Global Credit Finance | Director | Finance | |
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Executive Vice President, Chief Technology Officer | CXO | IT | |
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Vice President - Data Center Engineering | VP | IT | |
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EVP, Group Business and Corporate CIO | CXO | Finance | |
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Vice President - Global Human Resources | VP | HR | |
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Head of Global Talent Acquisition | Director | HR | |
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SVP and Managing Counsel, Corporate Governance and Global Human Resources Legal | VP | HR | |
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VP – Talent Acquisition Lead- Global Technology Services | VP | HR | |
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Global Head of Talent Management | Director | HR | |
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Assistant Vice President, Talent Acquisition | VP | HR | |
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Talent Acquisition - Assistant Vice President | VP | HR | |
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Front Office Trading Senior Associate Manager | Manager | Finance | |
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Global Head of Trading | Director | Finance | |
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Executive Vice President and Head of Legal, Corporate and Global Delivery | Director | Legal | |
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Executive Vice President, Chief Risk Officer | CXO | Risk | |
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General Counsel | CXO | Finance | |
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Chief Compliance Officer | CXO | Finance | |
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Risk and Compliance Officer | Manager | Risk | |
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Executive Vice President, Chief Financial Risk Officer | CXO | Risk | |
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Managing Director Global Treasury | Director | Finance | |
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SVP Global Head of Capital and Liquidity | VP | Operations | |
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Vice President Financial Resource Management | VP | Finance | |
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Chief Operational Risk Officer | CXO | Risk | |
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Risk Director - Global Treasury Risk Management | Director | Risk | |
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Head of Middle Office Trade Operations & Collateral Management | Director | Investment | |
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Senior Vice President, Global Head of Model Risk Management | VP | Risk | |
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VP Transfer Agency | VP | Finance | |
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Assistant Vice President - Fund Administration (Private Equity) | VP | Operations | |
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Vice President, Director Fund Administation | Director | Investment | |
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Enterprise Head of Funds Transfer | Director | Finance | |
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Managing Director, Head North American Equities | Director | Finance | |
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Fund Accounting and Administration- Associate 2 | Manager | Finance | |
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AVP Mutual Fund Accounting Manager | VP | Finance | |
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Assistant Vice President, Private Equity Fund Services | VP | Investment | |
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VP/Director Analytics & BI Products Strategy | Director | IT | |
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Managing Director – Data Engineering & Analytics Products | Director | IT | |
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Managing Director, Global Head of Audit Data, Analytics, & Innovation | Director | Risk | |
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Vice President - Lead Architect | Automation, Analytics & Workflow | VP | IT | |
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Vice President, Global Treasury Risk Management | VP | Treasury | |
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Vice President - IT Risk and Compliance at State Street | VP | IT | |
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Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Salesforce data administrator | Manager | Marketing | |
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Salesforce Administrator Data Analyst | Manager | Marketing | |
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Apps Being Evaluated by State Street Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from State Street IT executives and key decision makers. This section highlights State Street's latest recorded technology evaluations, including DTCC TradeSuite ID for Risk Management on 2026-03-17, accessWidget for Web Content Management on 2026-03-03, and FactSet Portfolio Analytics for Portfolio and Investment Performance and Planning on 2026-02-05. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the State Street digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-03-17 | State Street | Evaluated | DTCC | DTCC TradeSuite ID | Risk Management | TRM |
| 2026-03-03 | State Street | Evaluated | accessiBe | accessWidget | Web Content Management | Content Management |
| 2026-02-05 | State Street | Evaluated | FactSet | FactSet Portfolio Analytics | Portfolio and Investment Performance and Planning | Investment Management |
| 2026-01-27 | State Street | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2026-01-21 | State Street | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2026-01-06 | State Street | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2026-01-06 | State Street | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2025-12-15 | State Street | Evaluated |
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Field Service Management | ERP Services and Operations |
| 2025-10-29 | State Street | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2025-10-16 | State Street | Evaluated |
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Employee Experience | HCM |
FAQ - APPS RUN THE WORLD State Street Technographics
State Street is a Banking and Financial Services organization based in United States,
with around 42000 employees and annual revenues of $12.15 billion.
State Street operates a diverse technology stack with applications such as
Oracle e-Business Suite Accounts Payable, Sterling Background Check and LeaseCalcs,
covering areas like AP Automation, BackGround Screening and Lease Management.
State Street has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Sterling Talent Solutions and LeaseCalcs.
State Street recently adopted applications including
Degreed For Business in 2025, S&P Global CDO Suite in 2025 and Palantir Foundry in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of State Street’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates State Street’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 State Street technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.