AI Buyer Insights:

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

Charles Schwab
Location
3000 Schwab Way,
Westlake, 76262, TX,
United States
Website
https://www.schwab.com/
Phone
1 817-859-5000
Artw industry
Banking and Financial Services
Employee
Revenue

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
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
Applicant Tracking System HCM 2014 2014
Employee Engagement HCM 2013 2013
Time and Attendance HCM 2017 2017
Video Interviewing HCM 2021 2021
Workforce Management HCM 2017 2017
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Marketo Engage Account Based Marketing, Sales Engagement CRM n/a 2014 2014
Customer Experience CRM 2019 2019
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2019 2019
Marketing Analytics CRM 2019 2019
Marketing Analytics CRM 2020 2020
Marketing Automation CRM 2016 2016
Sales Automation, CRM, Sales Engagement CRM 2011 2011
Tag Management CRM 2016 2016
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IBM Legacy IBM Integrated Analytics System Analytics and BI Analytics and BI n/a 2010 2010
Analytics and BI Analytics and BI 2018 2018
Data Warehouse Analytics and BI 2020 2020
Data Warehouse Analytics and BI 2018 2018
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AP Automation ERP Financial Management 2018 2018
AP Automation ERP Financial Management 2007 2008
ERP Financial ERP Financial Management 2010 2010
Expense Management ERP Financial Management 2007 2007
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2021 2021
Cloud Storage IaaS 2018 2018
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2019 2019
Data Warehouse Appliance IaaS 2015 2015
Data Warehouse Appliance IaaS 2020 2020
Database Management IaaS 2015 2015
Database Management IaaS 2020 2020
Digital Workspace IaaS 2013 2013
Domain Name System (DNS) IaaS 2018 2018
Network Management and Monitoring IaaS 2015 2015
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2017 2017
Application Performance Management ITSM 2019 2019
Application Performance Management ITSM 2018 2018
IT Service Management ITSM 2021 2021
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2018 2018
Robotic Process Automation PaaS 2022 2022
Robotic Process Automation PaaS 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2015 2015
Investment Research and Market Intelligence Investment Management 2020 2020
Portfolio and Investment Management Investment Management 2020 2020
Portfolio and Investment Management Investment Management 2020 2020
Portfolio and Investment Management Investment Management 2018 2018
Portfolio and Investment Risk Management Investment Management 2020 2020
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2020 2020
Audio Video and Web Conferencing Collaboration 2020 2020
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Management Content Management 2017 2017
Digital Signing Content Management 2021 2021
Web Content Management Content Management 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Endpoint Detection and Response (EDR) CyberSecurity 2014 2014
Threat Modeling CyberSecurity 2021 2021
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Facility Management ERP Services and Operations 2018 2018
Field Service Management ERP Services and Operations 2015 2015
Legal Practice Management ERP Services and Operations 2017 2017
Real Estate Property Management ERP Services and Operations 2017 2017
Travel Management ERP Services and Operations 2007 2007
EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Financial Consolidation and Close EPM 2018 2018
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2014 2015
Risk Management TRM 2015 2015
Risk Management TRM 2020 2020
Risk Management TRM 2018 2018
Risk Management TRM 2018 2018
Treasury Management TRM 2020 2020
Internet of Things
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IoT Platform Internet of Things 2020 2020
Procurement
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Procurement Procurement 2018 2018
Supplier Relationship Management Procurement 2016 2016
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Product Information Management eCommerce 2020 2020
IT Decision Makers and Key Stakeholders at Charles Schwab
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
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 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.