Charles Schwab
3000 Schwab Way,
Westlake, 76262, TX,
United States
Westlake, 76262, TX,
United States
1 817-859-5000
Banking and Financial Services
Charles Schwab Technographics
Charles Schwab Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Charles Schwab and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 32100 Charles Schwab employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Charles Schwab has purchased the following applications: UKG Workforce Central Absence Manager (ex Kronos Workforce Absence Manager) for Absence and Leave Management in 2017, Adobe Marketo Engage for Account Based Marketing, Sales Engagement in 2014, IBM Integrated Analytics System for Analytics and BI in 2010 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Charles Schwab is running and its propensity to invest more and deepen its relationship with UKG , Adobe Systems , IBM 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 Charles Schwab revenues, which have grown to $19.61 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 Charles Schwab 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.
Charles Schwab Data, Technology Stack, and Enterprise Applications
HCM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Workforce Central Absence Manager (ex Kronos Workforce Absence Manager) | Absence and Leave Management | HCM | n/a | 2017 | 2017 |
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Applicant Tracking System | HCM |
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2014 | 2014 |
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Employee Engagement | HCM |
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2013 | 2013 |
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Time and Attendance | HCM |
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2017 | 2017 |
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Workforce Management | HCM |
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2017 | 2017 |
CRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo Engage | Account Based Marketing, Sales Engagement | CRM | n/a | 2014 | 2014 |
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Customer Experience | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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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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2011 | 2011 |
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Tag Management | CRM |
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2016 | 2016 |
Analytics and BI
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| IBM | Legacy | IBM Integrated Analytics System | Analytics and BI | Analytics and BI | n/a | 2010 | 2010 |
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Analytics and BI | Analytics and BI |
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2018 | 2018 |
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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Data Warehouse | Analytics and BI |
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2018 | 2018 |
ERP Financial Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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AP Automation | ERP Financial Management |
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2018 | 2018 |
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AP Automation | ERP Financial Management |
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2007 | 2008 |
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ERP Financial | ERP Financial Management |
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2010 | 2010 |
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Expense Management | ERP Financial Management |
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2007 | 2007 |
IaaS
ITSM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
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Application Performance Management | ITSM |
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2017 | 2017 |
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Application Performance Management | ITSM |
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2019 | 2019 |
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Application Performance Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2021 | 2021 |
PaaS
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2018 | 2018 |
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Robotic Process Automation | PaaS |
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2022 | 2022 |
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Robotic Process Automation | PaaS |
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2024 | 2024 |
Collaboration
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
Content Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
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Content Management | Content Management |
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2017 | 2017 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
ERP Services and Operations
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
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Facility Management | ERP Services and Operations |
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2018 | 2018 |
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Field Service Management | ERP Services and Operations |
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2015 | 2015 |
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Legal Practice Management | ERP Services and Operations |
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2017 | 2017 |
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Real Estate Property Management | ERP Services and Operations |
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2017 | 2017 |
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Travel Management | ERP Services and Operations |
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2007 | 2007 |
EPM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
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Financial Consolidation and Close | EPM |
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2018 | 2018 |
TRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2014 | 2015 |
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Risk Management | TRM |
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2015 | 2015 |
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Risk Management | TRM |
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2020 | 2020 |
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Risk Management | TRM |
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2018 | 2018 |
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Risk Management | TRM |
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2018 | 2018 |
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Treasury Management | TRM |
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2020 | 2020 |
Investment Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
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Investment Research and Market Intelligence | Investment Management |
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2020 | 2020 |
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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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2020 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Risk Management | Investment Management |
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2020 | 2020 |
Internet of Things
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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IoT Platform | Internet of Things |
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2020 | 2020 |
Procurement
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Procurement | Procurement |
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2018 | 2018 |
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Supplier Relationship Management | Procurement |
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2016 | 2016 |
eCommerce
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
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Product Information Management | eCommerce |
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2020 | 2020 |
CyberSecurity
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Threat Modeling | CyberSecurity |
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2021 | 2021 |
IT Decision Makers and Key Stakeholders at Charles Schwab
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Charles Schwab Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Charles Schwab Technographics
Charles Schwab is a Banking and Financial Services organization based in United States,
with around 32100 employees and annual revenues of $19.61 billion.
Charles Schwab operates a diverse technology stack with applications such as
UKG Workforce Central Absence Manager (ex Kronos Workforce Absence Manager), Adobe Marketo Engage and IBM Integrated Analytics System,
covering areas like Absence and Leave Management, Account Based Marketing, Sales Engagement and Analytics and BI.
Charles Schwab has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as UKG, Adobe Systems and IBM.
Charles Schwab recently adopted applications including
SS&C Blue Prism in 2024, UiPath RPA Platform in 2022 and Amazon EC2 in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Charles Schwab’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Charles Schwab’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 Charles Schwab technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.