Kansas City, 64106, MO,
United States
UMB Fund Services Technographics
UMB Fund Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by UMB Fund Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3500 UMB Fund Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that UMB Fund Services has purchased the following applications: Avature CRM for Candidate Relationship Management in 2021, Q2 Digital Banking Platform for Digital Banking in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing 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 UMB Fund Services is running and its propensity to invest more and deepen its relationship with Avature , Workday , Q2 Software 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 UMB Fund Services revenues, which have grown to $1.20 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 UMB Fund Services 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.
UMB Fund Services Tech Stack and Enterprise Applications
UMB Fund Services HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avature | Legacy | Avature CRM | Candidate Relationship Management | HCM | n/a | 2021 | 2021 |
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Recruiting, Applicant Tracking System | HCM |
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2020 | 2020 |
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UMB Fund Services ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q2 Software | Legacy | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations | n/a | 2020 | 2020 |
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UMB Fund Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
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Collaboration | Collaboration |
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2022 | 2022 |
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UMB Fund Services Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2017 | 2017 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2016 | 2016 |
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UMB Fund Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Analytics | CRM |
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2014 | 2014 |
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Customer Experience | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2023 | 2023 |
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Data Management Platform | CRM |
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2023 | 2023 |
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Data Management Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics, Sales Analytics, Customer Support | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2014 | 2014 |
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UMB Fund Services ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2023 | 2023 |
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IT Service Management | ITSM |
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2021 | 2021 |
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UMB Fund Services 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 Performance and Planning, Asset and Wealth Management | Investment Management |
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2015 | 2015 |
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UMB Fund Services TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2023 | 2023 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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UMB Fund Services PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2023 | 2023 |
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Transactional Email | PaaS |
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2013 | 2013 |
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Transactional Email | PaaS |
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2021 | 2021 |
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UMB Fund Services 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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UMB Fund Services CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
|
2023 | 2023 |
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IT Decision Makers and Key Stakeholders at UMB Fund Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by UMB Fund Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||