Taipei City, 11065,
Taiwan
United Overseas Bank Taipei Branch Singapore Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by United Overseas Bank Taipei Branch Singapore and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 United Overseas Bank Taipei Branch Singapore employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that United Overseas Bank Taipei Branch Singapore has purchased the following applications: OpenText TeamSite for Web Content Management in 2019, Wealth Dynamix for CRM in 2019, Cloudbuy eProcurement for Procurement in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems United Overseas Bank Taipei Branch Singapore is running and its propensity to invest more and deepen its relationship with OpenText , Wealth Dynamix , Adobe Systems 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 United Overseas Bank Taipei Branch Singapore revenues, which have grown to $2.0 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 United Overseas Bank Taipei Branch Singapore 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.
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 |
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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.
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2015 | 2015 |
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Tag Management | CRM |
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2015 | 2015 |
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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.
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2017 | 2018 |
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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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