Berlin, 6037, CT,
United States
Achieve Financial Credit Union Technographics
Achieve Financial Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Achieve 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 10 Achieve 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 Achieve Financial Credit Union has purchased the following applications: MeridianLink Consumer (ex LoansPQ) for Loan Management in 2023, Kentico Xperience CMS for Web Content Management in 2023, CallRail Call Tracking for Call Tracking and Recording in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Achieve Financial Credit Union is running and its propensity to invest more and deepen its relationship with MeridianLink , Kentico Software , CallRail 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 Achieve Financial Credit Union revenues, which have grown to $1.0 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 Achieve 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.
Achieve Financial Credit Union Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MeridianLink | Legacy | MeridianLink Consumer (ex LoansPQ) | Loan Management | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023, Achieve Financial Credit Union deployed MeridianLink Consumer (ex LoansPQ) on its public website. Achieve Financial Credit Union uses MeridianLink Consumer (ex LoansPQ) in the Loan Management category to manage consumer lending and online loan application intake.
The implementation centers on web-based application capture and loan lifecycle orchestration consistent with Loan Management functionality, including online application intake, decisioning workflows, document collection, and servicing queues. MeridianLink Consumer (ex LoansPQ) is configured as the member-facing portal and the operational system supporting consumer loan origination activities.
Deployment is instantiated through the credit union’s website for member-facing application submission, integrating the public site with MeridianLink Consumer for structured loan data capture and workflow handoffs. Operational coverage is focused on consumer lending and member service functions within the small credit union environment, aligning frontline staff and lending officers around centralized application queues.
Governance emphasis is on standardizing lending workflows and underwriting handoffs, with configuration workstreams focused on decisioning rules and document workflow automation to align MeridianLink Consumer with the credit union’s lending policies. Rollout is oriented around updates to the member-facing portal and internal operations training to bring staff onto the new loan intake and servicing procedures.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Kentico Software | Legacy | Kentico Xperience CMS | Web Content Management | Content Management | n/a | 2023 | 2023 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2023 | 2023 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Tag Management | CRM |
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2023 | 2023 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2023 | 2023 |
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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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2023 | 2023 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2023 | 2023 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Achieve Financial Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Achieve Financial Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||