UBS Global Wealth Management
Bahnhofstrasse 45,
Zurich, 8001,
Switzerland
Zurich, 8001,
Switzerland
41 44 234 11 11
Banking and Financial Services
UBS Global Wealth Management Technographics
UBS Global Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by UBS Global Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 23600 UBS Global Wealth 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 Global Wealth 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 2018 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 Global Wealth 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 Global Wealth Management revenues, which have grown to $16.35 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 Global Wealth 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 Global Wealth Management Tech Stack and Enterprise Applications
UBS Global Wealth 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 Global Wealth Management deployed Adobe Connect for Audio Video and Web Conferencing, embedding the Adobe Connect experience directly on its public website. The implementation situates Adobe Connect as the primary web conferencing layer for client-facing digital engagement and virtual events within the wealth management business function.
Adobe Connect was configured to deliver standard category capabilities including persistent meeting rooms, content sharing and screen sharing, live audio and video streams, breakout room support, and session recording and playback. Configuration emphasis was on reusable meeting templates and content pods to support advisor presentations, client webinars, and digital training sessions.
The deployment is integrated into UBS public web pages, providing web-embedded access paths for clients and prospects, and is used alongside internal scheduling and calendaring workflows for advisors and client service teams. Operational coverage is centered on client engagement, advisor collaboration, and virtual event hosting within the Global Wealth Management organization.
Governance elements described include role-based access controls for session hosts and participants, managed recording retention and auditability consistent with financial services needs, and standardized session templates to enforce presentation and compliance workflows. Adobe Connect is referenced by name as the application delivering Audio Video and Web Conferencing capabilities for UBS Global Wealth Management on its website.
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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 Global Wealth 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 Global Wealth Management deployed Adobe Experience Manager as a Digital Asset Management platform to support its public website and digital content operations. Adobe Experience Manager is used to centralize media and rich content for UBS Global Wealth Management, providing an enterprise asset repository, metadata and taxonomy management, rendition generation, and version control to enable consistent online content delivery.
Implementation scope focuses on web channel content production, asset lifecycle governance, and content authoring workflows across marketing and digital experience teams, with Adobe Experience Manager embedded in content publishing workflows and editorial approval processes. The deployment emphasizes DAM capabilities such as searchable metadata, access control for user roles, automated renditions for web delivery, and workflow orchestration to manage asset ingestion, approval, and publication.
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UBS Global Wealth Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2018 | 2018 |
In 2018, UBS Global Wealth Management implemented Adobe Experience Cloud to centralize digital client engagement and campaign orchestration within its Wealth Management business. The deployment emphasized Adobe Experience Manager for enterprise content management and Adobe Campaign for multi-channel campaign automation, reflecting its placement in the Customer Experience category.
Configuration work led by a Senior Adobe Campaign and Adobe Experience Manager specialist focused on content authoring, template-based page delivery, campaign segmentation, and automated delivery workflows. Governance and operational controls were established across marketing and client communications to manage content lifecycle, campaign approval, and role-based authoring, with Adobe Experience Cloud serving as the core Customer Experience platform for Wealth Management use cases.
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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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2018 | 2018 |
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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 Global Wealth 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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2020 | 2020 |
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UBS Global Wealth 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 Global Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by UBS Global Wealth Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from UBS Global Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the UBS Global Wealth 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 Global Wealth Management Technographics
UBS Global Wealth Management is a Banking and Financial Services organization based in Switzerland,
with around 23600 employees and annual revenues of $16.35 billion.
UBS Global Wealth 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 Global Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Adobe Systems.
UBS Global Wealth Management recently adopted applications including
Xandr Invest (ex AppNexus DSP) in 2021, Revive Adserver (ex OpenX/Openads) in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of UBS Global Wealth Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates UBS Global Wealth Management’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 Global Wealth Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.