AdelFi Credit Union
135 S State College Blvd Suite 500,
Brea, 92821, CA,
United States
Brea, 92821, CA,
United States
1 800-634-3228
Banking and Financial Services
AdelFi Credit Union Technographics
AdelFi Credit Union Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AdelFi 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 107 AdelFi 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 AdelFi Credit Union has purchased the following applications: Alkami for Digital Banking in 2025, Rocket.chat for Chatbots and Conversational AI in 2022, Alkami Data & Marketing for Analytics and BI in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AdelFi Credit Union is running and its propensity to invest more and deepen its relationship with Alkami , Q2 Software , MeridianLink 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 AdelFi Credit Union revenues, which have grown to $32.6 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 AdelFi 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.
AdelFi Credit Union Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Alkami | Legacy | Alkami | Digital Banking | ERP Services and Operations | n/a | 2025 | 2025 |
In 2025 AdelFi Credit Union implemented the Alkami Digital Banking Platform to advance its member-facing capabilities and to adopt a modern Digital Banking Solutions offering. The deployment leverages Alkami’s cloud-based architecture to provide a secure, data-driven foundation that supports the credit union’s objective of meeting members where they are digitally and seamlessly.
The implementation included Alkami’s Digital Banking module, the Data & Marketing Solution, and advanced automated clearing house ACH functionality, delivered as an integrated platform. Configuration prioritized a flexible user interface and UI UX excellence to support both retail and business banking workflows, while the Data & Marketing Solution was established to deliver actionable insights for more targeted member engagement.
Operational coverage spans retail and business banking channels, member services, payments including ACH processing, and marketing and engagement functions, aligning platform capabilities with front-office and digital channel operations. The rollout incorporates account opening and payment security capabilities that are part of Alkami’s broader solution set, enabling cohesive orchestration of onboarding, payments, and personalization across mobile and web.
Governance and rollout were characterized by close collaboration between AdelFi and Alkami, with AdelFi citing a clear vision and a collaborative project approach that emphasized ongoing enhancements and enriched features. AdelFi highlighted the platform’s business banking capabilities and the Data & Marketing Solution as central to anticipating member financial needs and strengthening member relationships, and Alkami’s J.D. Power recognition for its mobile platform complements the deployment narrative.
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Digital Banking | ERP Services and Operations |
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2022 | 2022 |
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Loan Management | ERP Services and Operations |
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2022 | 2022 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rocket.chat | Legacy | Rocket.chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
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Chatbots and Conversational AI | AI-Powered Application |
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2024 | 2024 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Alkami | Legacy | Alkami Data & Marketing | Analytics and BI | Analytics and BI | n/a | 2025 | 2025 |
In 2025 AdelFi Credit Union implemented Alkami Data & Marketing as part of a broader Alkami Digital Banking Platform deployment, in the category. The deployment included Alkami Digital Banking, the Alkami Data & Marketing Solution, and advanced automated clearing house ACH functionality, targeting a cohesive digital experience for retail and business members.
The implementation configured the Data & Marketing Solution to deliver actionable insights and targeted engagement, aligning data-driven marketing capabilities with Alkami’s flexible UI and UX components. Functional modules implemented included digital account servicing workflows, business banking feature sets, personalized marketing orchestration, and ACH processing capabilities that support payments and cash management scenarios common to community banking.
Operational coverage focused on retail and business banking channels, enabling AdelFi to anticipate member needs and strengthen member relationships through personalized, high-impact experiences. The solution was provisioned as Alkami’s cloud-based platform that centralizes member data and marketing orchestration, enabling cross-channel audience segmentation and campaign execution tied to member events and transaction signals.
Governance emphasized a collaborative rollout between AdelFi and Alkami product teams, with a focus on iterative enhancements and UI/UX refinements to meet member expectations. Outcomes explicitly stated by AdelFi include stronger member engagement through targeted insights and expanded business banking capabilities; Alkami’s 2024 and 2025 J.D. Power mobile platform certifications are cited as part of the vendor context supporting the deployment.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2022 | 2022 |
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Web Content Management | Content Management |
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2023 | 2023 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2025 | 2025 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2022 | 2022 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at AdelFi Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by AdelFi Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD AdelFi Credit Union Technographics
AdelFi Credit Union is a Banking and Financial Services organization based in United States,
with around 107 employees and annual revenues of $32.6 million.
AdelFi Credit Union operates a diverse technology stack with applications such as
Alkami, Rocket.chat and Alkami Data & Marketing,
covering areas like Digital Banking, Chatbots and Conversational AI and Analytics and BI.
AdelFi Credit Union has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Alkami and Rocket.chat.
AdelFi Credit Union recently adopted applications including
Alkami in 2025, Alkami Data & Marketing in 2025 and The Trade Desk in 2025,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of AdelFi Credit Union’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates AdelFi Credit Union’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete AdelFi Credit Union technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.