List of UBS Neo Customers
Zurich, 8098,
Switzerland
Since 2010, our global team of researchers has been studying UBS Neo 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 UBS Neo for Portfolio and Investment 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 UBS Neo for Portfolio and Investment Management include: UBS, a Switzerland based Banking and Financial Services organisation with 106789 employees and revenues of $57.05 billion, Cognizant, a United States based Professional Services organisation with 349800 employees and revenues of $19.74 billion, Infosys, a India based Professional Services organisation with 323578 employees and revenues of $19.28 billion and many others.
Contact us if you need a completed and verified list of companies using UBS Neo, 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 TRM software purchases.
The UBS Neo customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of TRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cognizant | Professional Services | 349800 | $19.7B | United States | UBS | UBS Neo | Portfolio and Investment Management | 2016 | n/a |
In 2016, Cognizant worked on UBS Neo as part of a Portfolio and Investment Management engagement. UBS Neo is described as a unified platform that delivers UBS people, content, research, trading ideas, pricing and execution capabilities to clients, and the engagement centered on delivering a seamless cross-asset and cross-functional experience using the UBS Neo platform.
Implementation scope focused on consolidating content and research pipelines alongside trading ideas, pricing feeds and execution workflows into a single access layer. UBS Neo was implemented to surface research and trading capabilities through integrated user journeys, with configuration work targeting portfolio analytics, order routing orchestration and content distribution consistent with Portfolio and Investment Management functional patterns.
Operational coverage emphasized client-facing investment and trading functions and internal research to execution handoffs, creating a single point of access for client advisors and trading desks. Governance adjustments and workflow standardization were part of the work, aligning content ownership, research publication cadence and execution approval paths to the unified UBS Neo delivery model, while maintaining cross-asset orchestration across equities, fixed income and multi-asset workflows.
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Infosys | Professional Services | 323578 | $19.3B | India | UBS | UBS Neo | Portfolio and Investment Management | 2012 | n/a |
In 2012, Infosys implemented UBS Neo as the centerpoint of an eight application program focused on CRM-driven client revenue workflows. The deployment targeted Portfolio and Investment Management functionality, with UBS Neo positioned as the primary CRM platform for client revenue capture and client relationship records.
The implementation emphasized configuration of UBS Neo CRM Platform capabilities and complementary application capabilities common to Portfolio and Investment Management, including client revenue management, client data consolidation, portfolio account orchestration, and reporting workflows. UBS Neo was exercised through application-specific test suites and scenario-based validation to ensure accuracy of client revenue records and CRM transaction flows.
Operational coverage extended across client revenue operations, sales and client servicing functions, and adjacent application domains represented in the eight-application set, with coordinated test and release activities aligning those business functions. No third party system names are specified in the source, the work focused on aligning CRM and revenue processing within the Portfolio and Investment Management context.
Governance was organized around a Test Lead role responsible for test planning, defect management, regression cycles, and release validation across the UBS Neo-centered environment. That governance established standardized QA workflows and cross-application validation protocols to sustain the UBS Neo CRM Platform and its client revenue use cases.
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UBS | Banking and Financial Services | 106789 | $57.1B | Switzerland | UBS | UBS Neo | Portfolio and Investment Management | 2011 | n/a |
In 2011, UBS deployed UBS Neo within its Portfolio and Investment Management footprint to support Advisory IT’s trading platform testing operations. The implementation covered system integration testing SIT end to end testing E2E and user acceptance testing UAT for ten application services with more than 50 interfacing systems.
The UBS Neo implementation emphasized Client Management Information CMI Client Relationship Management CRM and Research Analytics for Insight teams as primary functional modules. The technical landscape included Sybase and ORACLE DwH for data warehousing Flex and Java Web Services for application integration and Qlikview and SAP BO Reports for analytics and reporting, with UBS Neo CMI and CRM as the central application components.
Operational delivery sustained a high release cadence of eight to ten releases per calendar month across CMI CRM and Research Analytics, requiring formal release management environment provisioning and departmental automation testing. The program involved hands on data warehouse testing and the construction of an automation framework from scratch using Java coding, supporting regression and automation pipelines.
Governance and execution encompassed planning scoping resource allocation auditing process improvement and release governance, with test status reported daily through management stand ups and weekly to the Programme Director and Business Sponsor leads. A distributed QA organization of 24 staff across London Singapore and India was managed, including three Test Managers five Automation experts four Performance Testers and twelve Test Engineers, and the QA team served as the escalation and coordination point for business development regulatory risk and group audit stakeholders.
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Buyer Intent: Companies Evaluating UBS Neo
- Rutgers, The State University of New Jersey, a United States based Education organization with 34000 Employees
- UBS, a Switzerland based Banking and Financial Services company with 106789 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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