San Francisco, 94105, CA,
United States
Wells Fargo Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Wells Fargo and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 205198 Wells Fargo employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wells Fargo has purchased the following applications: Workday Absence Management for Absence and Leave Management in 2020, Lead411 for Account Based Marketing in 2019, Applied Vision for Agency Management in 2004 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wells Fargo is running and its propensity to invest more and deepen its relationship with Workday , Lead411 , Applied 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 Wells Fargo revenues, which have grown to $83.70 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 Wells Fargo 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.
HCM
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Lead411 | Legacy | Lead411 | Account Based Marketing | CRM | n/a | 2019 | 2019 |
In 2019, Wells Fargo & Company implemented Lead411 for Account Based Marketing. The vendor lists Wells Fargo & Company as a customer on the Lead411 website, confirming the engagement between the bank and the Lead411 platform.
The Lead411 deployment emphasized Account Based Marketing capabilities, including account targeting and list generation, contact and firmographic enrichment, intent signal filtering, and sales prospecting workflow support. These functional areas reflect standard ABM modules used to identify high value accounts, generate target contact lists, and enrich records for personalized outreach. Lead411 was used to supply targeted account lists and enriched contact intelligence into Wells Fargo business processes.
Operational scope centered on marketing and enterprise sales functions, with governance aligned to marketing operations and sales enablement to manage list segmentation, data hygiene, and outreach coordination. The implementation oriented Lead411 outputs toward downstream CRM and marketing automation processes to support targeted campaigns and sales prospecting. Configuration focus included segmentation rules, enrichment workflows, and prospecting workflow enablement within the Account Based Marketing program.
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CRM | CRM |
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2003 | 2003 |
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CRM | CRM |
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2018 | 2019 |
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Customer Experience, Customer Analytics | CRM |
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2018 | 2018 |
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Customer Loyalty | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2016 | 2016 |
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PR and Media Communication | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Sales Engagement | CRM |
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2017 | 2017 |
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Tag Management | CRM |
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2016 | 2016 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Applied Systems | Legacy | Applied Vision | Agency Management | ERP Services and Operations | n/a | 2004 | 2005 |
In 2004, Wells Fargo & Company deployed Applied Vision to consolidate agency management, financial accounting and reporting across U.S. brokerage operations. Applied Vision was implemented as the enterprise instance of Applied Systems technology to centralize agency administration and financial controls within the bank’s brokerage services.
The implementation configured core functional modules for agency management, financial accounting and consolidated reporting, with configuration focused on standardized processes for underwriting administration and commission accounting. Applied Vision supported reporting workflows and accounting close processes, and the platform was configured to deliver unified ledger feeds and standardized report generation across sites.
Integrations were established with Wells Fargo client-focused applications to ensure client data consistency and to align agency workflows with front-office processes. The deployment covered North America brokerage operations and connected agency transaction records to enterprise client systems, enabling cross-system reference of client and policy data.
Governance and rollout emphasized standardized operational processes and centralized platform management, with change controls to align agency, finance and reporting teams. The deployment delivered a unified enterprise platform for improved reporting and operational consistency as described in the implementation notes.
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Business Process Management | ERP Services and Operations |
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2016 | 2016 |
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Core Banking | ERP Services and Operations |
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2012 | 2012 |
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Core Banking | ERP Services and Operations |
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2020 | 2020 |
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Core Banking | ERP Services and Operations |
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2022 | 2022 |
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Field Service Management | ERP Services and Operations |
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2016 | 2016 |
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Legal Practice Management | ERP Services and Operations |
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2015 | 2015 |
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Library Management | ERP Services and Operations |
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2019 | 2019 |
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Loan Management | ERP Services and Operations |
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2021 | 2022 |
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Loan Management | ERP Services and Operations |
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2008 | 2008 |
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Loan Management | ERP Services and Operations |
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2018 | 2019 |
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Loan Management | ERP Services and Operations |
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2021 | 2022 |
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Loan Management | ERP Services and Operations |
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2004 | 2005 |
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Travel Management | ERP Services and Operations |
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2016 | 2016 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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AML, Fraud and Compliance | TRM |
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2016 | 2017 |
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AML, Fraud and Compliance | TRM |
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2018 | 2018 |
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AML, Fraud and Compliance | TRM |
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2016 | 2016 |
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AML, Fraud and Compliance | TRM |
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2016 | 2016 |
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AML, Fraud and Compliance | TRM |
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2016 | 2016 |
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AML, Fraud and Compliance | TRM |
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2022 | 2022 |
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AML, Fraud and Compliance | TRM |
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2022 | 2022 |
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AML, Fraud and Compliance | TRM |
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2022 | 2022 |
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Risk Management | TRM |
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2007 | 2007 |
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Treasury Management | TRM |
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1996 | 1996 |
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Treasury Management | TRM |
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2016 | 2016 |
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Treasury Management | TRM |
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2013 | 2013 |
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Treasury Management | TRM |
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2018 | 2018 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2015 | 2018 |
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Analytics and BI | Analytics and BI |
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2015 | 2015 |
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Analytics and BI | Analytics and BI |
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2018 | 2018 |
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Analytics and BI | Analytics and BI |
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2012 | 2012 |
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Analytics and BI | Analytics and BI |
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2024 | 2024 |
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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Data Warehouse | Analytics and BI |
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2011 | 2011 |
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Data Warehouse | Analytics and BI |
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2015 | 2015 |
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ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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AP Automation | ERP Financial Management |
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2021 | 2021 |
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AR Automation | ERP Financial Management |
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2016 | 2016 |
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AR Automation | ERP Financial Management |
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2017 | 2017 |
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ERP Financial | ERP Financial Management |
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2013 | 2013 |
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ERP Financial | ERP Financial Management |
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2018 | 2018 |
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Expense Management | ERP Financial Management |
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2016 | 2017 |
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Payment Processing | ERP Financial Management |
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2014 | 2014 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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API Management | PaaS |
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2023 | 2024 |
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Apps Development | PaaS |
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2020 | 2020 |
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Apps Development | PaaS |
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2020 | 2020 |
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Extract, Transform, and Load (ETL) | PaaS |
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2020 | 2020 |
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Extract, Transform, and Load (ETL) | PaaS |
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2011 | 2011 |
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Master Data Management | PaaS |
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2018 | 2018 |
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Robotic Process Automation | PaaS |
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2017 | 2017 |
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Robotic Process Automation | PaaS |
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2020 | 2020 |
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Test Automation Platform | PaaS |
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2021 | 2022 |
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Test Automation Platform | PaaS |
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2025 | 2025 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Archive as a Service (AaaS) | IaaS |
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2023 | 2023 |
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Cloud Storage | IaaS |
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2019 | 2019 |
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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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2021 | 2021 |
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Data Warehouse Appliance | IaaS |
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2011 | 2011 |
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Data Warehouse Appliance | IaaS |
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2015 | 2015 |
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Database Management | IaaS |
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2013 | 2013 |
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Database Management | IaaS |
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2011 | 2011 |
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Database Management | IaaS |
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2018 | 2018 |
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Database Management | IaaS |
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2015 | 2015 |
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Database Management | IaaS |
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2020 | 2020 |
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Network Management and Monitoring | IaaS |
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2016 | 2016 |
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Network Management and Monitoring | IaaS |
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2020 | 2020 |
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Servers, Storage and Networking | IaaS |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2020 | 2020 |
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Application Performance Management | ITSM |
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2023 | 2023 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Database Performance Monitoring | ITSM |
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2021 | 2022 |
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IT Service Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2015 | 2016 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Asset and Wealth Management | Investment Management |
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2019 | 2019 |
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CRM and Investor Relationship Management | Investment Management |
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2016 | 2016 |
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Portfolio and Investment Management | Investment Management |
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2010 | 2010 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Trading Platform | Investment Management |
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2015 | 2015 |
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Trading Platform | Investment Management |
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2013 | 2013 |
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Trading Platform | Investment Management |
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2016 | 2016 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Survey and Questionnaire | Collaboration |
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2019 | 2019 |
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Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Blockchain Platform | Blockchain |
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2018 | 2018 |
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Blockchain Platform | Blockchain |
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2021 | 2021 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Configure Price Quote (CPQ) | SPM |
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2017 | 2017 |
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Configure Price Quote (CPQ) | SPM |
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2023 | 2023 |
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Incentive Compensation Management | SPM |
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2017 | 2017 |
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Incentive Compensation Management | SPM |
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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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2013 | 2013 |
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Contract Lifecycle Management | Content Management |
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2016 | 2016 |
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Contract Lifecycle Management | 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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Document Management | Content Management |
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2021 | 2021 |
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2020 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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Identity and Access Management (IAM) | CyberSecurity |
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2020 | 2020 |
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Next Generation Firewall | CyberSecurity |
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2020 | 2020 |
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Next Generation Firewall | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2009 | 2009 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2020 | 2020 |
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VPN | CyberSecurity |
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2022 | 2022 |
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AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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ML and Data Science Platforms | AI Development |
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2017 | 2017 |
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Physical Security
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Physical Access Control System | Physical Security |
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2016 | 2016 |
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Video Surveillance System | Physical Security |
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2017 | 2017 |
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Video Surveillance System | Physical Security |
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2017 | 2017 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Procure to Pay | Procurement |
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2021 | 2021 |
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Procurement | Procurement |
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2021 | 2021 |
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Procurement | Procurement |
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2021 | 2021 |
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Sourcing | Procurement |
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2021 | 2021 |
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Supplier Relationship Management | Procurement |
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2021 | 2021 |
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Supplier Relationship Management | Procurement |
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2016 | 2016 |
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Hardware
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Routers and Network Switches | Hardware |
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2020 | 2020 |
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Routers and Network Switches | Hardware |
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2020 | 2020 |
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SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Warehouse Management | SCM |
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2017 | 2017 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||