Unigestion
8C Avenue de Champel,
Geneva, 1211,
Switzerland
Geneva, 1211,
Switzerland
41 22 704 41
Banking and Financial Services
Unigestion Technographics
Unigestion Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Unigestion and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Unigestion employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Unigestion has purchased the following applications: Unit4 Dream for ERP Financial in 2018, Google Workspace (Formerly Google G-Suite) for Collaboration in 2020, ClickDimensions Marketing Automation for Marketing Automation in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Unigestion is running and its propensity to invest more and deepen its relationship with UNIT4 , Google , ClickDimensions 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 Unigestion revenues, which have grown to $35.0 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 Unigestion 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.
Unigestion Tech Stack and Enterprise Applications
Unigestion ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UNIT4 | Legacy | Unit4 Dream | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Unigestion implemented Unit4 Dream as its core ERP Financial application. Acting as project manager and business consultant reporting to the CFO, the engagement managed the Unit4 Dream program and established executive governance and stakeholder reporting for finance and accounting teams.
The Unit4 Dream deployment focused on core ERP Financial capabilities, including general ledger configuration, accounts payable and receivable processing, fixed asset accounting, and consolidated financial reporting. Configuration work emphasized chart of accounts design, multi-entity accounting flows, and automation of transactional posting consistent with standard ERP Financial workflows.
The implementation defined and delivered key interfaces with SAP Concur and the operational platform Simcorp, mapping expense and operational data into Unit4 Dream ledgers and subledger structures. Interface scope included data transformation rules, scheduled exchange mechanisms and reconciliation points to ensure transactional integrity between SAP Concur, Simcorp and Unit4 Dream.
Project governance was structured under the CFO with a combined project manager and business consultant role driving requirements, process redesign, and cross-functional cutover coordination. The program included stakeholder signoff stages, configuration review cycles and integration validation steps to align finance, accounting and operations with Unit4 Dream.
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Unigestion Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Unigestion implemented Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform. The deployment targeted the firm’s approximately 250 employees and provisioned core collaboration services for corporate communications, document authoring, calendaring and virtual meetings across investment teams, client service groups and corporate support functions. The presence of Google Workspace is reflected in Unigestion’s external web footprint, consistent with an organization-wide adoption model rather than a pilot-limited roll out.
Configuration focused on standard Google Workspace functional modules, including Gmail, Google Drive, Google Docs, Sheets, Slides, Google Calendar and Google Meet, administered through the Google Workspace admin console for account provisioning and access controls. Governance activities described for the implementation included directory and account lifecycle management, role-based access controls and device management to support collaboration governance and secure information sharing. The implementation emphasized centralized collaboration tooling to enable both synchronous and asynchronous workflows across business functions.
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Unigestion CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ClickDimensions | Legacy | ClickDimensions Marketing Automation | Marketing Automation | CRM | n/a | 2017 | 2017 |
In 2017, Unigestion implemented ClickDimensions Marketing Automation to instrument its public website and establish Marketing Automation capability for digital lead capture and campaign execution. Unigestion is a Switzerland based firm in banking and financial services with approximately 250 employees, and the deployment focused on embedding marketing instrumentation within the corporate web estate.
The ClickDimensions Marketing Automation deployment concentrated on web tracking and behavior analytics, email marketing, web forms and landing pages, and campaign automation workflows. ClickDimensions Marketing Automation was configured to capture on site visitor activity, route form submissions to marketing users, and support nurture sequences and audience segmentation consistent with standard marketing automation operations.
Deployment was embedded in the company website source, enabling profile enrichment and session level tracking across pages for marketing use. Operational ownership is within the marketing and communications functions, where the platform supports inbound lead capture, campaign orchestration, and digital client engagement workflows.
Governance emphasized campaign naming and tagging, list segmentation controls, and a centralized reporting cadence to inform campaign planning and content iteration. Configuration and workflow controls were designed to align marketing execution with compliance and communications policies typical for financial services marketing.
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Unigestion EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Environmental, Social, and Governance (ESG) | EPM |
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2020 | 2020 |
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Unigestion Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Investment Research and Market Intelligence | Investment Management |
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2020 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2019 | 2019 |
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Unigestion 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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2017 | 2017 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Unigestion
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Asset Investment Manager | Manager | Investment | |
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Portfolio Manager | Manager | Investment | |
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Accounting & Treasury Officer | Director | Treasury | |
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Head Investment Management | Director | Investment | |
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Apps Being Evaluated by Unigestion Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Unigestion IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Unigestion digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Unigestion Technographics
Unigestion is a Banking and Financial Services organization based in Switzerland,
with around 250 employees and annual revenues of $35.0 million.
Unigestion operates a diverse technology stack with applications such as
Unit4 Dream, Google Workspace (Formerly Google G-Suite) and ClickDimensions Marketing Automation,
covering areas like ERP Financial, Collaboration and Marketing Automation.
Unigestion has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as UNIT4, Google and ClickDimensions.
Unigestion recently adopted applications including
Google Workspace (Formerly Google G-Suite) in 2020, Preqin ESG Solutions in 2020 and Preqin Pro in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Unigestion’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Unigestion’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 Unigestion technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.