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United Overseas Bank Taipei Branch Singapore Data, Technology Stack, and Enterprise Applications
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
OpenText Legacy OpenText TeamSite Web Content Management Content Management n/a 2019 2019
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Wealth Dynamix Legacy Wealth Dynamix CRM CRM n/a 2019 2019
In 2019, United Overseas Bank Taipei Branch Singapore deployed Wealth Dynamix to deliver CLM and CRM functionality as part of Wealth Dynamix's APAC expansion. Wealth Dynamix CRM was provisioned to support the bank's wealth management operations, with a clear focus on digital onboarding and relationship manager productivity. The implementation centered on client lifecycle management workflows and advisor facing CRM capabilities, including digital onboarding flows, consolidated client records, opportunity tracking, and advisor activity management. Configuration work emphasized workflow automation and template driven client onboarding processes to reduce manual data entry for relationship managers. The deployment covered the Singapore wealth management branch and was targeted at relationship managers and onboarding teams within the bank's private banking and wealth operations. The Wealth Dynamix application was implemented as the central CRM and CLM system for these functions, providing a unified client view and advisor desktop functionality. Governance changes supported the rollout by standardizing onboarding and client lifecycle processes, instituting centralized client data stewardship, and embedding process workflows to align advisor activities with compliance and operational procedures. The engagement is framed in source materials as part of Wealth Dynamix's regional expansion into Singapore and reflects category aligned CRM adoption for bank wealth management.
Customer Experience CRM 2021 2021
Data Management Platform CRM 2018 2018
Digital Advertising Platform CRM 2020 2020
Digital Advertising Platform CRM 2019 2019
Digital Advertising Platform CRM 2020 2020
Marketing Analytics CRM 2019 2019
Marketing Automation CRM 2018 2018
Tag Management CRM 2015 2015
Tag Management CRM 2015 2015
Procurement
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cloudbuy Legacy Cloudbuy eProcurement Procurement Procurement n/a 2016 2017
In 2016, United Overseas Bank Taipei Branch Singapore implemented Cloudbuy eProcurement in the Procurement category to build a B2B virtual marketplace enabling SME customers to purchase business essentials and access negotiated bulk deals. The Cloudbuy eProcurement deployment emphasized eCommerce and marketplace capabilities to centralize catalog management, ordering, and checkout workflows for business customers. The implementation combined a marketplace storefront, procurement workflows, negotiated pricing configuration, and merchant onboarding capabilities to support procurement and commercial banking functions for SMEs. Operational scope targeted the bank's SME customer base in Singapore with a public facing marketplace and integrated customer account management, and the project was announced in late 2016 with a planned Q1 2017 launch, with governance focused on merchant pricing agreements and customer onboarding processes to drive cost savings for SMEs.
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Risk Management TRM 2017 2018
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2023 2023
IT Decision Makers and Key Stakeholders at United Overseas Bank Taipei Branch Singapore
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by United Overseas Bank Taipei Branch Singapore Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD United Overseas Bank Taipei Branch Singapore Technographics

United Overseas Bank Taipei Branch Singapore is a Banking and Financial Services organization based in Taiwan, with around 40 employees and annual revenues of $2.0 million.

United Overseas Bank Taipei Branch Singapore operates a diverse technology stack with applications such as OpenText TeamSite, Wealth Dynamix and Cloudbuy eProcurement, covering areas like Web Content Management, CRM and Procurement.

United Overseas Bank Taipei Branch Singapore has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as OpenText, Wealth Dynamix and Cloudbuy.

United Overseas Bank Taipei Branch Singapore recently adopted applications including Bubble Platform in 2023, Adobe Experience Cloud in 2021 and Adobe Advertising Cloud in 2020, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of United Overseas Bank Taipei Branch Singapore’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates United Overseas Bank Taipei Branch Singapore’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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