Zurich, 8004,
Switzerland
UBS Asset Management Technographics
UBS Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by UBS 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 3800 UBS 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 UBS Asset Management has purchased the following applications: Adobe Connect for Audio Video and Web Conferencing in 2017, Adobe Experience Manager for Digital Asset Management in 2017, Adobe Experience Cloud for Customer Experience in 2021 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 Asset Management is running and its propensity to invest more and deepen its relationship with Adobe Systems , Cisco Systems , Microsoft 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 Asset Management revenues, which have grown to $500.0 million 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 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.
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.
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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 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.
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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.
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Data Management 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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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 Analytics | CRM |
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2021 | 2021 |
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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 Asset Management 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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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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UBS Asset Management 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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2022 | 2022 |
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UBS Asset Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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 Asset Management
Apps Being Evaluated by UBS Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||