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State Street Global Advisors UK Technographics
State Street Global Advisors UK Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by State Street Global Advisors UK and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 287 State Street Global Advisors UK 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 UK has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2020, Benefex Cloud8 BEAM at WorkTM for Benefits Administration in 2018, Tableau for Analytics and BI 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 UK is running and its propensity to invest more and deepen its relationship with Oracle , Benefex, a Zellis Company , Workday 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 UK revenues, which have grown to $218.0 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 UK 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 UK Tech Stack and Enterprise Applications
State Street Global Advisors UK ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2020 | 2020 |
In 2020 State Street Global Advisors UK implemented Oracle Cloud ERP as part of a multi-year program to transform accounting processes and the operating model. The deployment addressed ERP Financial requirements for controllership, global accounting operations and finance business partnering, positioning Oracle Cloud ERP to support centralized accounting and reporting functions.
The implementation emphasized core ERP Financial modules, configured for general ledger, accounts payable, accounts receivable, fixed assets, intercompany accounting and financial close and reporting. Configuration work centered on controllership workflows and provisioning of multi-entity financial structures to enable the Global Business Services model for accounting activities.
Oracle Cloud ERP was deployed as a cloud SaaS tenant intended to centralize accounting execution under the GBS construct, with role based access and shared services orchestration to standardize end to end accounting workflows. Architecture and configuration supported centralized master data, standardized chart of accounts and sequenced financial close processes consistent with ERP Financial operational patterns.
Governance and delivery were organized under a strategy owner and delivery lead in Finance Controllership who directed the global portfolio, leading process reengineering, phased rollout planning and operating model change. The program explicitly focused on building out global shared services for all accounting activities and embedding control frameworks and standardized processes into day to day finance operations.
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State Street Global Advisors UK HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Benefex, a Zellis Company | Legacy | Benefex Cloud8 BEAM at WorkTM | Benefits Administration | HCM | n/a | 2018 | 2018 |
In 2018 State Street Global Advisors UK deployed Benefex Cloud8 BEAM at WorkTM. The deployment used Benefex Cloud8 BEAM at WorkTM as a Benefits Administration solution to provide a cloud-hosted, vendor-managed benefits portal for the firm’s UK workforce, accessible via the firm's Benefex gateway URL.
The implementation focused on standard Benefits Administration functional capabilities, including employee self-service enrollment, benefits configuration and lifecycle management, platform-driven communications, and benefits reporting and visibility for HR. Benefex Cloud8 BEAM at WorkTM was configured to present plan options and enrollment workflows through the company-branded benefits site, aligning user experience with HR policy windows.
Operational coverage was scoped to State Street Global Advisors UK HR and benefits teams supporting approximately 287 employees in the United Kingdom, with the application surfaced on the statestreet.benefexgateway.co.uk benefits site. The architecture is cloud-based SaaS, which centralized administration and reduced on-premises infrastructure needs while keeping vendor-hosted application updates and platform maintenance outside the firm’s infrastructure estate.
Governance of the implementation was positioned within HR and benefits administration, with configuration controls for eligibility and enrollment periods and data stewardship processes to manage employee benefits records. The narrative describes a vendor-hosted benefits portal relationship where Benefex Cloud8 BEAM at WorkTM serves State Street Global Advisors UK for Benefits Administration and employee benefits communication.
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Core HR | HCM |
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2017 | 2017 |
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Payroll | HCM |
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2014 | 2014 |
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Recruiting, Applicant Tracking System | HCM |
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2020 | 2020 |
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Time and Attendance | HCM |
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2014 | 2014 |
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State Street Global Advisors UK Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2020 | 2020 |
In 2020, State Street Global Advisors UK deployed Tableau to support a new FX data and reporting initiative within the FX Connect product team. The implementation targeted FX reporting and analytics needs inside State Street Global Markets, positioning Tableau as the primary Analytics and BI platform for FX reporting, visualization, and ad hoc analysis supporting trading and research workflows.
The deployment emphasized report migration and dashboard development, with Business Data Analysts designated as subject matter experts for product related data. Functional capabilities implemented included interactive dashboards for FX activity, scheduled operational reports, migrated historical reports, and documentation of data lineage. The team relied on intermediate to advanced SQL and spreadsheet data manipulation to shape datasets for Tableau, and testers developed detailed QA plans and test cases to validate report accuracy.
Integrations were organized around SQL based data stores and direct feeds from upstream trading systems and market data sources, with downstream delivery to trading, research, and operations consumers. The implementation required coordination between the FX Connect product team and IT, ensuring the Tableau deployment consumed curated data sets while reflecting upstream and downstream system impact. Tableau was used to surface relationships across trading events, reference data, and pricing feeds for business users in SSGM.
Governance activities centered on creating a framework for data governance and documenting data lineage, assigning business data analyst ownership for ongoing stewardship. Change control and scope management processes were established to manage new report requests and migration priorities, and QA testing cycles were embedded into rollout phases to refine test plans. State Street Global Advisors UK Tableau Analytics and BI workstream therefore combined tooling, data governance, and cross functional processes to operationalize FX reporting within the FX Connect product team.
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State Street Global Advisors UK 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 UK 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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2018 | 2018 |
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State Street Global Advisors UK CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center, Customer Experience | CRM |
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2013 | 2013 |
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Customer Analytics | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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State Street Global Advisors UK 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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2020 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2022 | 2022 |
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Transfer Agency | Investment Management |
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2013 | 2013 |
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State Street Global Advisors UK TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2017 | 2017 |
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State Street Global Advisors UK PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Electronic Data Interchange (EDI) | PaaS |
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2020 | 2020 |
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State Street Global Advisors UK 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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2016 | 2016 |
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State Street Global Advisors UK CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Endpoint Detection and Response (EDR) | CyberSecurity |
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2018 | 2018 |
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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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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at State Street Global Advisors UK
Apps Being Evaluated by State Street Global Advisors UK Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||