Baird Tech Stack
Wealth management and capital markets firm managing $525B in client assets
Baird is a diversified financial services firm with 5,300+ employees across wealth management, investment banking, asset management, and capital markets. The tech stack reflects a traditional financial services operations model: Windows-based productivity (Office, Excel, Outlook), Salesforce for client relationship management, and BI tools (Power BI, Tableau) for reporting. Hiring is heavily weighted toward finance and support roles, with minimal engineering or data headcount—a pattern consistent with a sales and advisory-driven firm rather than a technology-product company. Active projects center on client onboarding, event coordination, and seminar management, while pain points flag process inefficiencies and complex client workflows.
Tech Stack 49 technologies
What Baird Is Building
◆Challenges
- Process inefficiencies
- Complex client onboarding
- Generating new planning business
- Pitch book creation
- High quality client service
- Maintaining data quality and integrity
- Maximizing sales opportunities
- Enhancing internal operations
- Risk mitigation
- Complex family dynamics
▲Active Projects
- Client onboarding coordination
- Client event organization
- Managing social media presence
- Organize and coordinate seminars and client events
- New associate experience
- Seminar coordination
- Social media strategy for branch
- Proposal generation
- Review reports and conduct research
- Branch marketing initiatives
