Union Investment
Theodor-Heuss-Allee 70,
Frankfurt, 60486,
Germany
Frankfurt, 60486,
Germany
49 69 710430
Banking and Financial Services
Union Investment Technographics
Union Investment Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Union Investment and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3200 Union Investment employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Union Investment has purchased the following applications: milch & zucker BeeSite TRM for Candidate Relationship Management in 2008, Reos Property Management for Real Estate Property Management in 2019, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Union Investment is running and its propensity to invest more and deepen its relationship with milch & zucker , Moodle , Reos 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 Union Investment revenues, which have grown to $3.16 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 Union Investment 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.
Union Investment Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| milch & zucker | Legacy | milch & zucker BeeSite TRM | Candidate Relationship Management | HCM | n/a | 2008 | 2008 |
In 2008 Union Investment implemented milch & zucker BeeSite TRM to automate applicant workflows and centralize HR recruiting processes. The deployment targeted Candidate Relationship Management needs across Union Investment's German sites and was sized to process several thousand applications annually.
The implementation leveraged the beesite Recruiting Edition feature set, with milch & zucker BeeSite TRM configured to manage applicant intake, structured applicant tracking workflows, automated communication touchpoints, and inferred talent pool functionality to support candidate lifecycle management. Configuration emphasized workflow automation and standardized stages for screening and selection, improving process automation and candidate handling across HR teams.
The deployment included an explicit integration with SAP to synchronize HR and recruiting data, enabling end to end handoffs between applicant management and core HR records. Operational scope covered HR recruiting teams across multiple German sites, with the application serving as the primary Candidate Relationship Management system for sourcing, tracking, and nurturing candidates.
Governance work focused on embedding standardized recruiting workflows and role based access for HR users, aligning internal processes with the beesite configuration. The case study documents the beesite implementation and notes improved process automation and candidate handling as primary outcomes.
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Learning and Development | HCM |
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2019 | 2019 |
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2017 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Reos | Legacy | Reos Property Management | Real Estate Property Management | ERP Services and Operations | n/a | 2019 | 2019 |
Union Investment implemented Reos Property Management in 2019 to digitize its Living House Berlin student housing asset consisting of 172 units. The deployment targeted property and building management workflows in Germany, with an initial rollout beginning in 2019 to support digital lettings, virtual 360° tours, tenant engagement and consumption monitoring.
Reos Property Management was configured to deliver core Real Estate Property Management capabilities including a digital lettings workflow, virtual tour publishing, a tenant portal for self-service, and consumption monitoring tied to utility and submetering reporting. Configuration work focused on unit-level tenancy records, tenant self-service workflows for contract execution and maintenance requests, and automated consumption reporting for building operators.
Operational coverage remained concentrated on the Living House Berlin asset and surrounding student housing operations, with the system integrated into property and building management processes for on-site teams and central asset managers in Germany. The implementation enabled integrated utility and submetering reporting streams to feed tenant billing and facilities monitoring without naming additional external systems.
Governance and process changes accompanied the rollout, shifting routine lettings and tenant interactions toward the tenant portal and virtual tour driven workflows, and reducing manual handoffs in property operations. The rollout, which began in 2019, resulted in faster lets, more comprehensive tenant self-service, and integrated utility and submetering reporting as part of ongoing property management.
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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 | 2018 | 2018 |
In 2018 Union Investment deployed Cisco Webex Meetings to provide Audio Video and Web Conferencing capabilities on its public website. The deployment is tied to the company’s Germany operations and supports web-based meeting initiation for a 3,200 person banking and financial services organization, enabling direct client access to hosted conferencing sessions through the corporate web surface.
Cisco Webex Meetings was implemented to surface browser-based join flows and scheduled meetings from the website, delivering standard Audio Video and Web Conferencing functionality such as meeting scheduling, participant management, screen sharing, and meeting controls. The implementation emphasizes web-embedded access to Cisco Webex Meetings, allowing external participants to join sessions without separate desktop client procurement while keeping core conferencing features available to internal users.
Operational control and governance were organized through corporate IT to manage provisioning and access on the website, aligning meeting access with corporate authentication and web content workflows. The configuration supports business functions including client engagement and internal collaboration, with the application name Cisco Webex Meetings and the Apps Category Audio Video and Web Conferencing clearly tied to Union Investment’s public-facing communication layer.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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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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2022 | 2022 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2023 | 2023 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Digital Signing | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Advertising Platform | CRM |
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2008 | 2008 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2023 | 2023 |
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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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2021 | 2021 |
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Portfolio and Investment Management | Investment Management |
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2012 | 2012 |
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Portfolio and Investment Risk Management | Investment Management |
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2018 | 2018 |
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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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Treasury Management | TRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2023 | 2023 |
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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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2021 | 2021 |
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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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Union Investment
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Union Investment Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Union Investment IT executives and key decision makers. This section highlights Union Investment's latest recorded technology evaluations, including TCS BaNCS for Core Banking on 2026-02-17, SimCorp Dimension for Portfolio and Investment Management on 2025-05-19, and Temenos T24 for Core Banking on 2025-03-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Union Investment digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Union Investment Technographics
Union Investment is a Banking and Financial Services organization based in Germany,
with around 3200 employees and annual revenues of $3.16 billion.
Union Investment operates a diverse technology stack with applications such as
milch & zucker BeeSite TRM, Reos Property Management and Cisco Webex Meetings,
covering areas like Candidate Relationship Management, Real Estate Property Management and Audio Video and Web Conferencing.
Union Investment has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as milch & zucker, Reos and Cisco Systems.
Union Investment recently adopted applications including
Microsoft 365 in 2023, Magnolia CMS in 2023 and Adobe Marketo in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Union Investment’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Union Investment’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 Union Investment technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.