Jacksonville, 32204, FL,
United States
121 Financial Credit Union Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by 121 Financial Credit Union and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 121 Financial Credit Union employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that 121 Financial Credit Union has purchased the following applications: SAP Concur Expense for Expense Management in 2016, UKG FMSI Scheduler (ex Kronos FMSI Scheduler) for Workforce Scheduling in 2020, Jack Henry Credit Union Management (previously Symitar Episys) for Credit Union Management 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 121 Financial Credit Union is running and its propensity to invest more and deepen its relationship with SAP , Fiserv , UKG 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 121 Financial Credit Union revenues, which have grown to $35.0 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 121 Financial Credit Union 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP Financial Management | n/a | 2016 | 2016 |
In 2016, 121 Financial Credit Union implemented SAP Concur Expense as its Expense Management application to centralize employee expense submission and reconciliation for the finance and accounting function. The deployment targeted the credit union operating from its Jacksonville corporate office and branch network, scaled to an organization of roughly 200 employees, and positioned SAP Concur Expense as the primary tool for capturing receipts, routing approvals, and enforcing expense policy.
The implementation configured core Expense Management capabilities including electronic expense entry, receipt capture, automated policy validation, multi-level approval workflows, and expense report generation. SAP Concur Expense was used to maintain and reconcile expense items in Concur, and to produce standardized expense documentation for internal controls and audit review. Configuration emphasized ledger mapping and approval routing to match the credit unions chart of accounts and internal control checkpoints.
Operational integration focused on linking expense workflows to the credit unions accounting processes, enabling expense report data to feed journal entries and accounts payable procedures for posting and reconciliation. The deployment supported compliance oriented processes required by financial services, with audit trails, expense documentation retention, and controls aligned to Sarbanes Oxley style requirements cited in internal policies. User governance centered on finance and accounting ownership, with documented approval matrices and audit-ready recordkeeping to support interactions with regulators and auditors.
|
|
|
|
|
Payment Processing | ERP Financial Management |
|
2021 | 2021 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG FMSI Scheduler (ex Kronos FMSI Scheduler) | Workforce Scheduling | HCM | n/a | 2020 | 2020 |
In 2020, 121 Financial Credit Union deployed UKG FMSI Scheduler (ex Kronos FMSI Scheduler) to provide a public-facing scheduling interface. The UKG FMSI Scheduler (ex Kronos FMSI Scheduler) is used as a web-embedded tool to deliver Workforce Scheduling capabilities directly on the credit union website, enabling schedule visibility and self-service for staff and managers.
The implementation exposes core Workforce Scheduling workflows common to the category, including shift creation and publishing, employee schedule viewing, and management of time-off and swap requests. Operational ownership is concentrated with scheduling administrators and HR, who configure templates, roster rules, and publish cadence within the UKG FMSI Scheduler, and the solution supports business functions across branch operations, member services, and back-office staffing through the website-embedded scheduling interface.
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jack Henry & Associates | Legacy | Jack Henry Credit Union Management (previously Symitar Episys) | Credit Union Management | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, 121 Financial Credit Union implemented Jack Henry Credit Union Management, deploying the vendor-branded core banking platform previously known as Symitar Episys. The deployment positioned Jack Henry Credit Union Management as the central ledger and transaction engine under the Credit Union Management category, consolidating member account administration and core posting functions across the institution.
Configuration work focused on core modules typical for Credit Union Management, including account processing, loan servicing, general ledger integration, and member relationship management. The implementation leveraged the platform's processing engines and configuration tools to support real-time posting alongside batch settlement workflows, and to enforce centralized posting rules and cashiering controls.
The Jack Henry Credit Union Management core was integrated into a multi-vendor ecosystem, with Q2 providing internet and mobile banking, MeridianLink handling loan origination and online account opening, TruHome supporting mortgage processing, Sageworks by Abrigo providing business underwriting capabilities, Domo delivering analytics, and NCR supplying interactive teller machines. Integrations used standard data exchange patterns between the core and channel or specialty systems to synchronize member, deposit, and loan data, creating an operational footprint that covered branches, lending units, and digital channels.
Governance emphasized central master data control within Jack Henry Credit Union Management, with reconciliations, exception handling, and interface monitoring instituted between the core and connected systems. Rollout aligned branch operations and lending workflows to the core platform, assigning process owners for core posting, interface operations, and vendor coordination to maintain consistent operational practices across member services, lending, mortgage, and analytics functions.
|
|
|
|
|
Digital Banking | ERP Services and Operations |
|
2017 | 2018 |
|
|
|
|
|
Digital Banking | ERP Services and Operations |
|
2021 | 2021 |
|
|
|
|
|
Loan Management | ERP Services and Operations |
|
2015 | 2015 |
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2016 | 2016 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2022 | 2022 |
|
eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
eCommerce | eCommerce |
|
2021 | 2021 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Advertising Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2020 | 2020 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Risk Management | TRM |
|
2016 | 2016 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2019 | 2019 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||