List of BlackRock Aladdin Wealth Client Engagements Customers
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Since 2010, our global team of researchers has been studying BlackRock Aladdin Wealth Client Engagements customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased BlackRock Aladdin Wealth Client Engagements for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using BlackRock Aladdin Wealth Client Engagements for CRM and Investor Relationship Management include: Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, Morgan Stanley, a United States based Banking and Financial Services organisation with 80000 employees and revenues of $61.76 billion, Allianz Bank Financial Advisors Italy, a Italy based Banking and Financial Services organisation with 1050 employees and revenues of $220.0 million and many others.
Contact us if you need a completed and verified list of companies using BlackRock Aladdin Wealth Client Engagements, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Allianz Bank Financial Advisors Italy | Banking and Financial Services | 1050 | $220M | Italy | BlackRock | BlackRock Aladdin Wealth Client Engagements | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Allianz Bank Financial Advisors (Italy) implemented BlackRock Aladdin Wealth Client Engagements. The adoption is framed as a CRM and Investor Relationship Management initiative announced in December 2024, with a phased program and an estimated go live in 2025.
The implementation integrated BlackRock Aladdin Wealth Client Engagements into the bank's digital advisory hub to deliver client engagement and wealth-advisory capabilities. Functional modules deployed include portfolio analysis, continuous monitoring, and personalized proposal generation tied to advisory CRM workflows. The rollout targets the bank's network of financial advisors across the Italian market and concentrates on advisory and client relationship management functions.
Architecturally the solution operates as an engagement and analytics layer feeding advisor-facing workflows and proposal engines, aligning portfolio analytics with client profiles and outreach sequences consistent with CRM and Investor Relationship Management platforms. Deployment emphasizes advisor efficiency and personalized client engagements through consolidated portfolio views, monitoring alerts, and configurable proposal templates within BlackRock Aladdin Wealth Client Engagements. Integration touch points are centered on the bank's digital advisory hub and advisor workflow orchestration, preserving operational coverage within the advisory organization.
Governance and rollout were structured as a staged advisory program following the December 2024 announcement, with operational enablement focused on advisory teams and wealth consultants. The stated objective of the BlackRock Aladdin Wealth Client Engagements implementation is to scale personalization and advisor efficiency in the bank's advisory operations.
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Citigroup | Banking and Financial Services | 230000 | $81.1B | United States | BlackRock | BlackRock Aladdin Wealth Client Engagements | CRM and Investor Relationship Management | 2025 | n/a |
In 2025, Citigroup selected BlackRock to manage approximately $80 billion of Citi Wealth client assets and will deploy BlackRock Aladdin Wealth Client Engagements. The BlackRock Aladdin Wealth Client Engagements platform, categorized as CRM and Investor Relationship Management, will be provisioned to Citi Private Bankers and investment professionals across nearly 100 countries to support advisory, portfolio management and advisor-client engagement.
Implementation focuses on Aladdin Wealth’s client and advisor engagement modules and portfolio-management capabilities to drive advisor workflows and customized portfolio delivery. Configuration is expected to emphasize CRM-style client profiling, advisor workflow orchestration, portfolio construction support and client communication and reporting features, aligning the application with advisory and portfolio management business functions.
The deployment scope spans nearly 100 countries and targets Citi Private Bankers and frontline investment professionals, with the arrangement beginning in 2025 and rollout expected in Q4 2025. Governance and access control are being organized around wealth advisory operations, with role based provisioning and centralized platform administration to support consistent advisor workflows across Citi’s global private banking footprint.
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Morgan Stanley | Banking and Financial Services | 80000 | $61.8B | United States | BlackRock | BlackRock Aladdin Wealth Client Engagements | CRM and Investor Relationship Management | 2025 | n/a |
In 2025 Morgan Stanley implemented BlackRock Aladdin Wealth Client Engagements into its Portfolio Risk Platform in the United States to strengthen advisor-client interactions. The deployment began in October 2025 and is oriented toward Morgan Stanley Wealth Management advisor workflows within a CRM and Investor Relationship Management context.
The implementation leverages BlackRock Aladdin Wealth Client Engagements modules for client engagement and advisor-facing analytics, including the AI-driven Auto Commentary capability, to automate written commentary and generate personalized insights at scale. Configuration work focused on embedding automated commentary generation into portfolio review outputs and advisor-facing dashboards to streamline client conversations and reduce manual content preparation.
Operational coverage is concentrated in the U.S. Wealth Management organization, integrating Aladdin Wealth functionality with the firm’s Portfolio Risk Platform and existing advisor CRM workflows to surface commentary and analytics where advisors engage clients. The integration emphasizes real-time advisor consumption of risk analytics and narrative content, aligning CRM and Investor Relationship Management processes with portfolio risk data sources.
Governance and rollout were structured around phased advisor enablement beginning October 2025, with process changes to incorporate AI-generated commentary into client communications and advisor review cycles. The stated outcomes include enhancing advisor-client conversations and delivering personalized insights at scale for advisors, and improving advisor efficiency through automated commentary.
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