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 Technographics, Software Purchases, AI 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 33000 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: Bottomline Paymode-X AP Automation for AP Automation in 2018, UKG Workforce Central Absence Manager (ex Kronos Workforce Absence Manager) for Absence and Leave Management in 2017, ARCHIBUS by Eptura for Facility 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 Charles Schwab is running and its propensity to invest more and deepen its relationship with Bottomline Technologies , Oracle , SAP 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 $20.73 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 Tech Stack and Enterprise Applications
Charles Schwab ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bottomline Technologies | Legacy | Bottomline Paymode-X AP Automation | AP Automation | ERP | n/a | 2018 | 2018 |
In 2018, Charles Schwab implemented Bottomline Paymode-X AP Automation. Bottomline Paymode-X AP Automation was introduced into Schwab's Procure to Pay landscape to centralize electronic vendor payments and standardize accounts payable workflows across the enterprise.
Schwab deployed Bottomline Paymode-X AP Automation with configurations aligned to common AP Automation functional areas, including automated invoice capture and validation, supplier enrollment and onboarding, approval workflow orchestration, electronic payment processing and remittance delivery, and exception routing for invoice discrepancies. The implementation emphasized integration-ready invoice and payment orchestration, and configuration focused on reconciliation support and audit trail preservation for finance and AP operations.
The Paymode-X implementation was integrated into Schwab's broader P2P ecosystem, linking with PeopleSoft FSCM, Ariba, Concur, ReconNet, Archibus, Hiperos, Workday HR, CoStar and the reporting system BO to enable end to end transactional flow and reporting. Governance and operational ownership rested with Schwab P2P subject matter experts, including a senior business systems analyst based in Lone Tree Colorado who served as the SME coordinating interfaces, configuration changes and cross-application process alignment for Procurement, Accounts Payable and Finance.
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AP Automation | ERP |
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2007 | 2008 |
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ERP Financial | ERP |
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2010 | 2010 |
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Expense Management | ERP |
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2007 | 2007 |
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Charles Schwab HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Workforce Central Absence Manager (ex Kronos Workforce Absence Manager) | Absence and Leave Management | HCM | n/a | 2017 | 2017 |
In 2017, Charles Schwab upgraded to UKG Workforce Central Absence Manager (ex Kronos Workforce Absence Manager) as part of an Absence and Leave Management initiative. The work expanded Kronos Workforce Central across Schwab’s consumer division and included an upgrade path from Kronos WFC v6.3 to Kronos WFC v8.0 to centralize timekeeping and absence workflows.
The implementation delivered extensive configuration and customization across core modules, including Workforce Timekeeper, Leave, Attendance, Advanced Scheduling, WIM, Navigator processes, Attestation, Global Time-Off Requests, Delegation, SDM Record Manager, Accruals, Wage Profile, Schedule Rules and Adjustment Rules. Configuration tasks included accruals setup from Holiday definitions to Accrual Plans in a multi organization environment, and configuration of Timekeeper pay rules per documented DSR requirements.
Integrations and data architecture work included upgrading custom reports and WIM interfaces to Kronos 8.0 and ADP eTime, and leveraging extract transform and load technologies to accelerate dataflows. The team designed and deployed SSIS packages, implemented slowly changing dimension transformations to preserve historical data in the data warehouse, and scheduled and maintained server jobs to sustain ongoing data transfers and reporting feeds.
Governance and rollout activities were driven by liaison engagement with management and Kronos administrators to establish credibility for the new timekeeping system, detailed cutover plans, and comprehensive system documentation. The project produced written and edited test procedures used for upgrades across HR/Payroll, Timekeeper, Leave, Attendance, DCM, Connect, WIM, Scheduler, and Analytics, and compiled accounting and labor forecasting reports for Project and Executive Managers on a recurring basis.
Post go live support included building and supporting Kronos components such as Timekeeper, Advance Scheduler, WDM, WIM, Record Manager, Interface Designer, Process Designer, Process Manager and Advanced Accruals, and maintaining ETL jobs and dataflow orchestration for operational sustainment by the Schwab support team.
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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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Video Interviewing | HCM |
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2021 | 2021 |
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Workforce Management | HCM |
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2017 | 2017 |
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Charles Schwab ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Eptura | Legacy | ARCHIBUS by Eptura | Facility Management | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Charles Schwab implemented ARCHIBUS by Eptura as a Facility Management application to formalize facilities, real estate and Procure to Payment workflows across its corporate estate. The deployment supported enterprise facilities governance at a firm with approximately 33,000 employees, positioning ARCHIBUS by Eptura as the authoritative system for space and real estate lifecycle information within Schwab 27s IT and finance domain.
Configuration focused on Facility Management capabilities common to the category, including space management, asset and equipment inventory, maintenance and work order orchestration, and lease and real estate portfolio tracking. ARCHIBUS by Eptura was configured to support capital project tracking and facilities-related reporting, aligning facilities data models with procurement and financial workflows.
Integrations were implemented with core Procure to Payment and enterprise systems listed by Schwab, including PeopleSoft FSCM, Ariba, Concur SAP products, Paymode-X and Bottomline payment tooling, ReconNet, Hiperos, Workday HR, CoStar and the reporting system BO. These integrations centralized master data for locations, assets, vendors and employee assignments, and enabled downstream financial and procurement processes to consume facilities and lease information.
Operational ownership and governance were organized through Schwab 27s Procure to Payment function, with a Senior Business System Analyst acting as SME for ARCHIBUS by Eptura and other P2P applications. The implementation emphasized process alignment between facilities, procurement and finance, and established reporting and reconciliation workflows using the reporting system BO to maintain data consistency across systems.
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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 |
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Charles Schwab 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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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 |
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Charles Schwab 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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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Charles Schwab Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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 |
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Charles Schwab eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Product Information Management | eCommerce |
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2020 | 2020 |
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Charles Schwab CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing, Sales Engagement | CRM |
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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 |
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Charles Schwab EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2018 | 2018 |
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Charles Schwab ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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 |
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Charles Schwab 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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2015 | 2015 |
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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 |
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Charles Schwab Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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 |
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Charles Schwab 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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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 |
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Charles Schwab PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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 |
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Charles Schwab 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Data Warehouse Appliance | IaaS |
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2015 | 2015 |
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Data Warehouse Appliance | IaaS |
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2020 | 2020 |
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Database Management | IaaS |
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2015 | 2015 |
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Database Management | IaaS |
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2020 | 2020 |
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Digital Workspace | IaaS |
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2013 | 2013 |
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Domain Name System (DNS) | IaaS |
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2018 | 2018 |
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Network Management and Monitoring | IaaS |
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2015 | 2015 |
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Charles Schwab 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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2014 | 2014 |
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Threat Modeling | CyberSecurity |
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2021 | 2021 |
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Charles Schwab Internet of Things
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IoT Platform | Internet of Things |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Charles Schwab
| First Name | Last Name | Title | Function | Department | Phone | |
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Manager - Revenue Accounting | Manager | Finance | |
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Vice President Finance Transformation | VP | Finance | |
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Senior Managing Director, Business Development | Director | Sales | |
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Chief Operating Officer | CXO | Finance | |
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Managing Director of Payroll | Director | Finance | |
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President & Chief Executive Officer | CXO | Finance | |
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Director, Field Sales | Director | Finance | |
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Vice President, Human Resources | VP | HR | |
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Executive Vice President, Human Resources | VP | HR | |
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Sr Accounts Payable Manager | Manager | Finance | |
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Senior Vice President, Chief Technology Officer (CTO) | CXO | IT | |
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Hadoop Engineer | Manager | Finance | |
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SVP Techology Infrastrucure Services | VP | IT | |
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Systems Design Engineer | Manager | IT | |
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Information Technology Executive | CXO | IT | |
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Senior Managing Director Procurement | Director | Procurement | |
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Vice President of Finance | VP | Finance | |
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Managing Director - Head of IT Sourcing | Director | Procurement | |
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Sourcing Manager | Manager | Procurement | |
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CFO and Fund Treasurer Charles Schwab Investment Management | CXO | Finance | |
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Managing Director - Workforce Management and Planning | Director | HR | |
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Managing Director, Payroll | Director | Finance | |
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EVP & CIO | CXO | IT | |
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Senior Executive Vice President And Chief Operating Officer | CXO | Operations | |
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Managing Director, HRIS | Director | HR | |
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Chief Financial Officer | CXO | Finance | |
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Senior Managing Director, Advisor Services Field Engagement | Director | Operations | |
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Field Enablement - Employee Loyalty Director | Director | HR | |
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Vice President Operations | VP | Operations | |
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Managing Director, Client Service, and Support | Director | Customer Service | |
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Vice President, Head of Treasury Capital Markets | VP | Treasury | |
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EVP, Corporate Risk / Chief Risk Officer | CXO | Risk | |
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Senior Vice President and Digital Transformation Executive | VP | IT | |
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SVP, Corporate Controller | VP | Finance | |
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Managing Director of IT | Director | IT | |
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Director, Enterprise Architecture | Director | IT | |
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Vice President Of Technology | VP | IT | |
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Director, CRA Loan Underwriting and Compliance | Director | Finance | |
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Chief Counsel, Risk and Regulatory Legal Group | CXO | Legal | |
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Human Resources Manager | Manager | HR | |
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Head of Compliance Risk Assessment | Director | Risk | |
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Director Legal Counsel | Director | Legal | |
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Senior Vice President, Chief Information Security Officer (CISO) | CXO | IT | |
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Director of Cyber Security | Director | Finance | |
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Information Security Risk Management | CXO | IT | |
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Technical Director Network Security Development & Engineering | Director | R&D | |
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Director Of Information Technology | Director | IT | |
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Sr Manager, Network Engineering Senior | Manager | R&D | |
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Director of Data, Analytics, & Insight | Director | Finance | |
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Director; Data Analytics | Director | IT | |
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Director, Business Data and Analytics (Trading Services) | Director | IT | |
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Director - Enterprise Risk Management | Director | Risk | |
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Managing Director, WAS Risk & Governance | Director | Risk | |
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Director, Risk Analytics/Modeling | Director | Risk | |
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Senior Finance Risk Manager | Manager | Risk | |
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Director, Treasury | Director | Finance | |
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Director Of Compliance | Director | Finance | |
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Director - Third Party Risk Management | Director | Risk | |
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Senior Manager, Risk & Governance | Manager | Risk | |
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Director, Model Risk Management | Director | Risk | |
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Managing Director, Data Governance, Data Quality, and Data Implementation | Director | IT | |
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Director/Product Owner - Fundamental Data Master | Director | IT | |
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Senior Manager Master Data Management | Manager | IT | |
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Senior Manager, IT Product Management | Manager | IT | |
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Managing Director, Head of Retail Investing | Director | Investment | |
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Chief Executive Officer and Chief Investment Officer | CXO | Investment | |
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Managing Director, Head of Treasury Capital Markets | Director | Treasury | |
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Managing Director, Global Head of Trading | Director | Investment | |
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Head of Investments and Trading Technology, Schwab Asset and Wealth Management | Director | IT | |
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Director Intermediary Oversight & Transfer Agency Administration | Director | Investment | |
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Senior Manager, RPA/ Low Code Technologies - Tech Lead | Manager | IT | |
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Managing Director, Global Head of Trading | Director | Investment | |
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Head of Trading Services | Director | Investment | |
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Apps Being Evaluated by Charles Schwab Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Charles Schwab IT executives and key decision makers. This section highlights Charles Schwab's latest recorded technology evaluations, including IBM OpenPages for Governance, Risk and Compliance on 2026-02-12, Greenhouse ATS for Applicant Tracking System on 2026-02-10, and Bloomberg Terminal for Investment Research and Market Intelligence on 2025-11-03. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Charles Schwab digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-02-12 | Charles Schwab | Evaluated | IBM | IBM OpenPages | Governance, Risk and Compliance | TRM |
| 2026-02-10 | Charles Schwab | Evaluated | Greenhouse | Greenhouse ATS | Applicant Tracking System | HCM |
| 2025-11-03 | Charles Schwab | Evaluated | Bloomberg | Bloomberg Terminal | Investment Research and Market Intelligence | Investment Management |
| 2025-10-29 | Charles Schwab | Evaluated |
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Vulnerability Management | CyberSecurity |
| 2025-08-06 | Charles Schwab | Evaluated |
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Real Estate Property Management | ERP Services and Operations |
| 2025-07-31 | Charles Schwab | Evaluated |
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Robotic Process Automation | PaaS |
| 2025-07-29 | Charles Schwab | Evaluated |
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Core Banking | ERP Services and Operations |
| 2025-07-12 | Charles Schwab | Evaluated |
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Database Management, Open-Source Database | IaaS |
| 2025-06-30 | Charles Schwab | Evaluated |
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Digital Banking | ERP Services and Operations |
| 2025-01-29 | Charles Schwab | Evaluated |
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IT Service Management | ITSM |
FAQ - APPS RUN THE WORLD Charles Schwab Technographics
Charles Schwab is a Banking and Financial Services organization based in United States,
with around 33000 employees and annual revenues of $20.73 billion.
Charles Schwab operates a diverse technology stack with applications such as
Bottomline Paymode-X AP Automation, UKG Workforce Central Absence Manager (ex Kronos Workforce Absence Manager) and ARCHIBUS by Eptura,
covering areas like AP Automation, Absence and Leave Management and Facility Management.
Charles Schwab has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Bottomline Technologies, UKG and Eptura.
Charles Schwab recently adopted applications including
SS&C Blue Prism in 2024, UiPath RPA Platform in 2022 and Brazen Video Interviewing 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.