Boston, 2210, MA,
United States
State Street Global Advisors Technographics
State Street Global Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by State Street Global Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2500 State Street Global Advisors 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 Global Advisors has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2021, Amazon SageMaker for ML and Data Science Platforms in 2020, Drift AI Chatbot for Chatbots and Conversational AI in 2020 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 Global Advisors is running and its propensity to invest more and deepen its relationship with Oracle , Amazon Web Services (AWS) , Drift 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 Global Advisors revenues, which have grown to $600.0 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 State Street Global Advisors 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 Global Advisors Tech Stack and Enterprise Applications
State Street Global Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Oracle E-Business Suite | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2021 | 2022 |
In 2021, State Street Global Advisors migrated from Oracle E-Business Suite to Oracle Cloud ERP, initiating an enterprise program to centralize ERP Financial processes within its Corporate Finance domain. Oracle Cloud ERP served as the designated application for ERP Financial operations across the asset management division and was positioned to standardize core finance workflows.
The implementation targeted Oracle Financials and Procurement capabilities, aligning R12 constructs with Oracle Fusion Cloud configuration patterns. Workstreams included configuration of financial ledgers and chart of accounts alignment, procure-to-pay workflow configuration, and adaptations to reporting frameworks to fit cloud-native functional modules. Testing emphasis included both manual and automated test plans to validate financial controls and transaction flows under Oracle Cloud ERP.
Integrations were scoped around financial reporting feeds and MarkView connectivity alongside standard interfaces and data loads into corporate finance systems. Operational coverage focused on Corporate Finance with globally dispersed teams coordinated across time zones to resolve testing impediments and manage cutover sequencing.
Governance for the rollout was executed through established SDLC practices, with the Corporate Finance Technology Quality Assurance Lead leading test planning, defect tracking, execution and cross-team training. The program used a hybrid working model for implementation activities and placed emphasis on mentoring and knowledge transfer to sustain Oracle Cloud ERP operations post-launch.
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Expense Management | ERP |
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2015 | 2016 |
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State Street Global Advisors AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon SageMaker | ML and Data Science Platforms | AI Development | n/a | 2020 | 2020 |
In 2020, State Street Global Advisors deployed Amazon SageMaker as a component of its ML and Data Science Platforms to establish a managed model lifecycle for build, train, tune, and deployment. The work involved provisioning Amazon SageMaker instances within an AWS analytics estate and implementing a generalized solution model to operationalize machine learning across the organization.
Functional configuration focused on Amazon SageMaker model training and tuning workflows, feature engineering pipelines using Spark and Spark MLlib, and ETL and ELT processes to feed a unified dimensional star schema for analytics and reporting. Data orchestration used Apache Airflow and AWS Data Pipeline to schedule and execute extraction, transformation, and loading, while large scale processing ran on Hadoop and Spark clusters.
Integrations connected model and analytics workflows to application and telemetry stores, including MongoDB for JSON persistence, Cassandra and MySQL for application storage, Oracle and SQL Server for relational feeds, and Elasticsearch for centralized logging and metrics. Airflow logs and metrics were ingested into Elasticsearch, and monitoring and SRE practices were implemented using the Elastic Stack, Prometheus and Splunk to provide observability for model training and data pipelines.
Governance and rollout emphasized delivery of high level and low level integration designs, configuration best practices for ELK, and design and code reviews to enforce standards. The implementation targeted data engineering, analytics, and data science functions, supporting requirements translation, data quality and enrichment efforts, and automation of manual processes to improve scalability and data delivery consistency.
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State Street Global Advisors AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, State Street Global Advisors implemented Drift AI Chatbot as part of a Chatbots and Conversational AI initiative to accelerate time to revenue and build a 360-degree customer view. The program began as a targeted pilot on the UK SPDRs website with a six month goal of generating $15 million in trades originating from chat.
The implementation centered on conversational playbooks and bot flows, including bots to deflect irrelevant traffic, qualify site visitors, and surface answers to frequently asked questions. The team configured scheduling automation to capture meeting requests outside business hours and embedded playbooks into the Drift Conversation Cloud, growing to almost 20 live playbooks on the SPDR site.
Operational coverage included sales, marketing, and digital training teams, with the sales support function consulted to map common inbox questions into automated workflows. The deployment used Drift Prospector to surface target-account activity and notify sales reps on mobile, providing page-level visitation context and return visitor signals that enriched the 360-degree customer view.
Governance followed a crawl, walk, run rollout to secure company-wide buy-in and to prove efficacy before regional expansion. Outcomes reported by SSGA were explicit, the pilot reached the six month $15 million trade goal in half the time, after 18 months Drift-influenced allocations totaled $65 million and trade attainment doubled by Q4, while the program reduced time to revenue and positioned the team to expand the Drift AI Chatbot to additional regions.
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State Street Global Advisors 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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2022 | 2022 |
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State Street Global Advisors 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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2020 | 2020 |
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State Street Global Advisors 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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2015 | 2015 |
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State Street Global Advisors 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 Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2015 |
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State Street Global Advisors 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 Global Advisors 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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2015 | 2015 |
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Portfolio and Investment Management | Investment Management |
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2010 | 2010 |
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Transfer Agency | Investment Management |
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2019 | 2019 |
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State Street Global Advisors TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2013 | 2013 |
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State Street Global Advisors PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Master Data Management | PaaS |
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2015 | 2015 |
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State Street Global Advisors 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Cloud Storage | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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State Street Global Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Web Gateways (SWG) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at State Street Global Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by State Street Global Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-12 | State Street Global Advisors | Evaluated | London Stock Exchange Group | LSEG Refinitiv World Check | AML, Fraud and Compliance | TRM |
| 2025-05-15 | State Street Global Advisors | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |