AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Unigestion Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
UNIT4 Legacy Unit4 Dream ERP Financial ERP Financial Management 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.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ClickDimensions Legacy ClickDimensions Marketing Automation Marketing Automation CRM n/a 2017 2017
EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Environmental, Social, and Governance (ESG) EPM 2020 2020
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Investment Research and Market Intelligence Investment Management 2020 2020
Portfolio and Investment Management Investment Management 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Cloud Storage IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
IT Decision Makers and Key Stakeholders at Unigestion
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Unigestion Executives
Date Company Status Vendor Product Category Market
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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.

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Our research team continuously updates Unigestion’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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