UBS USA
1285 Avenue of the Americas,
New York, 10019, NY,
United States
New York, 10019, NY,
United States
1 212-713-2000
Banking and Financial Services
UBS USA Technographics
UBS USA Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by UBS USA and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 22000 UBS USA employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that UBS USA has purchased the following applications: SAP ERP ECC 6.0 for ERP Financial in 2013, Wolters Kluwer Passport for Legal Practice Management in 2010, Palantir Foundry for Analytics and BI in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems UBS USA is running and its propensity to invest more and deepen its relationship with SAP , Wolters Kluwer , Finastra 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 UBS USA revenues, which have grown to $5.00 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 UBS USA 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.
UBS USA Tech Stack and Enterprise Applications
UBS USA ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP ERP ECC 6.0 | ERP Financial | ERP | n/a | 2013 | 2014 |
In 2013, UBS USA implemented SAP ERP ECC 6.0 to support core ERP Financial operations across finance and cross-divisional booking workflows. The deployment was positioned to serve business users in a multinational firm with presence in 26 countries, and involved collaboration between Swiss developers and local functional teams to align requirements with technical design.
The implementation emphasized the FI module, with SAP ERP ECC 6.0 customized through ABAP development to deliver ALV reports for financial tracking by cost centers and organizational units. Development work included BSP programs to handle booking rental cars and cross-referral ideas across divisions, BDC routines for data migration and batch input, BADI enhancements for bespoke business logic, and the use of IDOCS for system-to-system transactional exchange.
Functional consultants worked directly with ABAP developers to analyze client requirements and produce design documentation, governance included structured design reviews and issue resolution through conference calls and email with client stakeholders. Operational coverage focused on finance and divisional booking processes, with SAP ERP ECC 6.0 acting as the ERP Financial backbone for those capabilities and ongoing application support handled through developer-functional handoffs.
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Expense Management | ERP |
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2013 | 2014 |
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UBS USA ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wolters Kluwer | Legacy | Wolters Kluwer Passport | Legal Practice Management | ERP Services and Operations | n/a | 2010 | 2011 |
In 2010, UBS USA implemented Wolters Kluwer Passport, the Legal Practice Management application used by its global legal organization. The deployment targeted the central legal operations footprint, with the Centralized Invoice Process team and the global legal department designated as primary operational owners responsible for billing, accrual and matter spend oversight.
Wolters Kluwer Passport was configured to support core matter and spend management workflows, legal billing, budgeting and accrual processes, and invoice processing and auditing. The implementation included management information systems and analytics to support RFPs and law firm negotiation activities, and the Passport platform was used to instrument matter-level spend tracking and legal bill audit workflows.
Operational rollout emphasized coordination with sourcing and vendor management activities, including a vendor management framework executed in partnership with the sourcing team. The Centralized Invoice Process team processed and paid legal invoices while a dedicated legal bill auditing team of attorneys and staff conducted prepayment reviews, with the platform serving as the system of record for matter spend and vendor interactions.
Governance changes accompanied the technical deployment, with the Director of Legal Operations acting as lead business sponsor and managing the legal technology budget and approved matter management projects. The program implemented key controls to reduce operational risk within the central billing function, transformed the legal audit process and updated billing guidelines, and improved billing transparency and the MIS used to prioritize negotiations and manage contracts with law firms and legal vendors.
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Loan Management | ERP Services and Operations |
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2014 | 2014 |
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UBS USA Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Palantir Technologies | Legacy | Palantir Foundry | Analytics and BI | Analytics and BI | n/a | 2022 | 2022 |
In 2022 UBS USA deployed Palantir Foundry to build full stack analytics applications and data management pipelines. Palantir Foundry is the Analytics and BI platform used to support data engineering, dataset provisioning and operational analytics across UBS USA data and analytics teams.
The implementation used Foundry Tools such as Pipeline Builder, Code Repositories, Data Lineages, Workshop and AIP to construct operational applications. Teams developed write-back functionality using Palantir Workshop, built and managed data versions within the platform, and created User Interface applications and Palantir Foundry objects to expose derived datasets to business users.
Development work was collaborative with the internal Data Engineering Team to align on the ontology and the data pipelines that support applications. End to end data pipeline development relied on Python and SQL to derive new datasets, populate Foundry datasets, and materialize objects required by downstream analytics and operational workflows.
Governance was implemented through code repository driven development, data lineage tracking for traceability, and explicit ontology stewardship to enforce data model consistency. The deployment centralized dataset creation and versioning inside Palantir Foundry, reshaping workflows for analytics, data engineering and operational application owners within UBS USA.
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UBS USA 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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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2018 | 2018 |
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UBS USA 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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2017 | 2017 |
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UBS USA CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2009 | 2009 |
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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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2021 | 2021 |
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UBS USA 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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2012 | 2012 |
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Trading Platform | Investment Management |
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2012 | 2013 |
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UBS USA PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2014 | 2014 |
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UBS USA 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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Network Management and Monitoring | IaaS |
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2017 | 2017 |
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UBS USA 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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2021 | 2021 |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at UBS USA
| First Name | Last Name | Title | Function | Department | Phone | |
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Global Head of Technology Services | Director | IT | |
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Managing Director & Global Head of Tax, UBS Group | Director | Finance | |
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Associate Director of Payroll Accounting | Director | Finance | |
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Associate Director - Liquidity & Funding Management | Director | Investment | |
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Associate Director: Fund Accounting | Director | Finance | |
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Director, Hedge Fund Strategist | Director | Finance | |
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Bank CTO, Managing Director | Director | Operations | |
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Network Operations Center Engineer | Manager | IT | |
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Managing Director, Global Head of Technology | Director | IT | |
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Global Network Automation and Reporting - Director | Director | IT | |
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Director and Legal Counsel | Director | Operations | |
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Legal Counsel | Director | Operations | |
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COO, Legal - Americas | CXO | Operations | |
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Director & Associate General Counsel | Director | Operations | |
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Apps Being Evaluated by UBS USA Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from UBS USA IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the UBS USA digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD UBS USA Technographics
UBS USA is a Banking and Financial Services organization based in United States,
with around 22000 employees and annual revenues of $5.00 billion.
UBS USA operates a diverse technology stack with applications such as
SAP ERP ECC 6.0, Wolters Kluwer Passport and Palantir Foundry,
covering areas like ERP Financial, Legal Practice Management and Analytics and BI.
UBS USA has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Wolters Kluwer and Palantir Technologies.
UBS USA recently adopted applications including
Palantir Foundry in 2022, Xandr Invest (ex AppNexus DSP) in 2021 and Revive Adserver (ex OpenX/Openads) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of UBS USA’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates UBS USA’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 UBS USA technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.