Taipei, 110,
Taiwan
UBS Taiwan Technographics
UBS Taiwan Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by UBS Taiwan and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 UBS Taiwan 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 Taiwan has purchased the following applications: Ceros Studio for Web Content Management in 2017, Wealth Dynamix for CRM in 2021, DigiCert SSL for Secure Sockets Layer (SSL) in 2019 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 Taiwan is running and its propensity to invest more and deepen its relationship with Ceros , Wealth Dynamix , DigiCert 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 Taiwan revenues, which have grown to $50.0 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 Taiwan 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 Taiwan Tech Stack and Enterprise Applications
UBS Taiwan Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ceros | Legacy | Ceros Studio | Web Content Management | Content Management | n/a | 2017 | 2017 |
|
UBS Taiwan CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wealth Dynamix | Legacy | Wealth Dynamix | CRM | CRM | n/a | 2021 | 2021 |
In 2021, UBS Taiwan implemented Wealth Dynamix as its CRM to provide client lifecycle management and CRM capabilities for onboarding, KYC screening and ongoing relationship management. The deployment targeted UBS Taiwan operations across the region and focused on standardizing client onboarding and KYC workflows within private banking and wealth management business functions.
Module usage, inferred from Wealth Dynamix product literature, includes WDX1 and CLMi to enable configurable CLM workflows, centralized client profiles, onboarding orchestration, screening orchestration and relationship management automation. Functional capabilities implemented emphasize client data consolidation, workflow automation for onboarding and KYC, task management for relationship teams and compliance-oriented recordkeeping consistent with CRM functional terminology.
Governance and rollout concentrated on process standardization across compliance, operations and relationship management groups, with role based access controls and workflow approval gates to support auditability and exception handling. Wealth Dynamix CRM was configured to align client lifecycle workflows with the bank s regulatory screening needs and to support ongoing relationship servicing by compliance, operations and frontline advisory teams.
|
UBS Taiwan CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DigiCert | Legacy | DigiCert SSL | Secure Sockets Layer (SSL) | CyberSecurity | n/a | 2019 | 2019 |
|
IT Decision Makers and Key Stakeholders at UBS Taiwan
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by UBS Taiwan Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||