AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

UBS Asset Management Tech Stack and Enterprise Applications

UBS Asset Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Connect Audio Video and Web Conferencing Collaboration n/a 2017 2017
In 2017 UBS Asset Management deployed Adobe Connect as an Audio Video and Web Conferencing solution. UBS Asset Management is using Adobe Connect on their website to deliver client facing webcasts and virtual meetings for investor outreach and client servicing. The implementation leveraged core Adobe Connect capabilities including persistent meeting rooms, screen sharing, recording and on demand session playback, document sharing, polling and interactive attendee controls. Adobe Connect was configured to host webinars and interactive investor briefings, support multimedia content playback and capture session recordings for replay. Operational coverage prioritized client engagement, investor communications and internal training within UBS Asset Management, with sessions provisioned via the public website and operated by centralized communications and marketing teams. Governance centered on scheduled session management, content moderation and access control using role based meeting hosts and participant permissions, while web embedding of Adobe Connect on the public site provided consistent access pathways for external clients.
Audio Video and Web Conferencing Collaboration 2020 2020
Collaboration Collaboration 2018 2018
UBS Asset Management Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Experience Manager Digital Asset Management Content Management n/a 2017 2017
In 2017, UBS Asset Management deployed Adobe Experience Manager to manage digital assets used on its public website. The Adobe Experience Manager implementation serves as the Digital Asset Management backbone for web content, marketing assets, and editorial publishing across UBS Asset Management. The implementation centers on core Digital Asset Management capabilities, including a centralized asset repository, metadata taxonomy and tagging, automated rendition and derivative generation, asset versioning, and full text and metadata search indexing. Configuration work emphasized content fragment reuse and automated metadata extraction to streamline multi-page publishing and campaign asset distribution. Adobe Experience Manager is embedded into the website content delivery pipeline and works with the site CMS and front end rendering layers to deliver optimized assets for publishing. Operational coverage includes marketing, content production, and web editorial teams at UBS Asset Management who rely on the system for publishing workflows, asset reuse, and consistent web presentation. Governance was organized around editorial approval workflows, role based access controls, and metadata governance to enforce consistent asset classification and lifecycle rules. The deployment formalized processes for asset ingestion, approval, and deprecation, aligning content operations for the UBS Asset Management website.
UBS Asset Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Experience Cloud Customer Experience CRM n/a 2021 2021
In 2021, UBS Asset Management deployed Adobe Experience Cloud on its public website. The Adobe Experience Cloud implementation supports Customer Experience use cases including web content delivery, client-facing journey orchestration, and digital analytics for the UBS Asset Management web estate. The deployment is focused on online channel experience delivery rather than internal financial systems. Configuration centers on Adobe Experience Cloud capabilities such as web content management, personalization and testing, campaign orchestration, and behavioral analytics to manage content lifecycles and audience segmentation. The implementation includes content authoring, experience targeting, and A/B testing workflows consistent with Customer Experience platform practices. Adobe Experience Cloud is used to centralize editorial controls and runtime experience decisions for the public site. Operational ownership is within digital marketing and web operations teams who manage editorial governance, release cadence, and campaign execution across the site. Governance emphasizes staged content approvals, tagging and measurement frameworks, and controlled testing protocols aligned to Customer Experience objectives. The source notes the application is used on the UBS website and does not provide details on integrations with other enterprise systems.
Data Management Platform CRM 2021 2021
Digital Advertising Platform CRM 2021 2021
Digital Advertising Platform CRM 2021 2021
Marketing Analytics CRM 2009 2009
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2016 2016
Sales Automation, CRM, Sales Engagement CRM 2021 2021
UBS Asset Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2018 2018
Portfolio and Investment Management Investment Management 2018 2018
UBS Asset Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2022 2022
UBS Asset Management CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at UBS Asset Management

First Name Last Name Title Function Department Email Phone
President of Asset Management CXO Investment
Head Portfolio Implementation, UBS Asset Management Director Investment
Director, Data Office, Global Asset Management Director IT
CTO and Head Client IT Director Customer Service
Chief Operating Officer CXO Finance
Head of Investments Director Investment
Global Head of Investment Operations Director Investment

Apps Being Evaluated by UBS Asset Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from UBS Asset Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the UBS Asset Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD UBS Asset Management Technographics
UBS Asset Management is a Banking and Financial Services organization based in Switzerland, with around 3800 employees and annual revenues of $500.0 million.
UBS Asset Management operates a diverse technology stack with applications such as Adobe Connect, Adobe Experience Manager and Adobe Experience Cloud, covering areas like Audio Video and Web Conferencing, Digital Asset Management and Customer Experience.
UBS Asset Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Adobe Systems.
UBS Asset Management recently adopted applications including Akamai CDN in 2022, Adobe Experience Cloud in 2021 and Adobe Audience Manager in 2021, highlighting its ongoing modernization strategy.
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Our research team continuously updates UBS Asset Management’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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