New York, 10017, NY,
United States
Transamerica Asset Management Technographics
Transamerica Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Transamerica Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8000 Transamerica Asset Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Transamerica Asset Management has purchased the following applications: FIS Protegent Trading Compliance for AML, Fraud and Compliance in 2008 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Transamerica Asset Management is running and its propensity to invest more and deepen its relationship with FIS Global 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 Transamerica Asset Management revenues, which have grown to $32.22 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 Transamerica Asset Management 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.
Transamerica Asset Management Tech Stack and Enterprise Applications
Transamerica Asset Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Protegent Trading Compliance | AML, Fraud and Compliance | TRM | n/a | 2008 | 2008 |
In 2008, Transamerica Asset Management implemented FIS Protegent Trading Compliance alongside Protegent Customer Onboard as part of its TFA Synergy paperless office platform. The deployment targeted onboarding and account maintenance workflows within the Transamerica Financial Advisors channel, aligning the FIS Protegent Trading Compliance application to AML, Fraud and Compliance controls for new account processing and transaction initiation.
Implementation centered on Protegent Customer Onboard capabilities to capture electronic applications for brokerage and non-brokerage accounts, and to perform automated data completeness and suitability checks. FIS Protegent Trading Compliance was configured to initiate mutual fund account transactions for fund families that accept DST straight-through processing feeds, and to convert paper check deposits into electronic ACH banking instructions as part of the application workflow.
Integrations included an explicit interface with DST Systems, Inc. account web services to submit applications and receive confirmation and newly established account numbers, enabling end-to-end tracking of customer records. The implementation was embedded in TFA Synergy to provide representatives real-time status reports on submitted business and to support the direct-to-fund business channel for electronic mutual fund transactions.
Operational coverage addressed front-office representative workflows and downstream operations responsible for account setup and transaction routing, with governance points implemented around automated suitability review and programmatic submission to mutual fund families. Outcomes stated in implementation materials included streamlining of electronic application submission, confirmation of account establishment via DST, ACH conversion of paper checks, and the availability of real-time status reporting on submitted business.
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IT Decision Makers and Key Stakeholders at Transamerica Asset Management
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Apps Being Evaluated by Transamerica Asset Management Executives
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