Dallas, 75231, TX,
United States
Advancial Federal Credit Union Technographics
Advancial Federal Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Advancial Federal 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 250 Advancial Federal 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 Advancial Federal Credit Union has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2013, iCIMS Recruit Applicant Tracking System for Applicant Tracking System in 2018, Jack Henry Credit Union Management (previously Symitar Episys) for Credit Union Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Advancial Federal Credit Union is running and its propensity to invest more and deepen its relationship with Microsoft , iCIMS , Rival (formerly SilkRoad Technology) 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 Advancial Federal Credit Union revenues, which have grown to $40.0 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 Advancial Federal 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.
Advancial Federal Credit Union Tech Stack and Enterprise Applications
Advancial Federal Credit Union ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2013 | 2014 |
In 2013, Advancial Federal Credit Union implemented Microsoft Dynamics GP as its ERP Financial application. The deployment was hosted on Microsoft SQL Server databases within a virtualized vSphere 6.0 infrastructure and delivered to staff through a Citrix environment, with primary storage on Dell Equallogic and Compellent SANs connected over Brocade 300 FC Switches, and authentication integrated with Active Directory. Exchange 2010 and Visa Instant Issuance were managed alongside the ERP as part of the application ecosystem.
Microsoft Dynamics GP was configured to support core financial workflows including general ledger, accounts payable, accounts receivable, bank reconciliation, and financial reporting, servicing the credit union finance and accounting functions. Operation and governance were centralized under the Senior Systems Administrator, who managed MS SQL servers, the Citrix delivery layer, Exchange 2010, virtualization and SAN infrastructure, and integration points with Visa Instant Issuance, providing a consolidated operational model for the ERP Financial landscape.
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Advancial Federal Credit Union HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| iCIMS | Legacy | iCIMS Recruit Applicant Tracking System | Applicant Tracking System | HCM | n/a | 2018 | 2018 |
In 2018, Advancial Federal Credit Union implemented iCIMS Recruit Applicant Tracking System. The iCIMS Recruit Applicant Tracking System is deployed on Advancial's public careers portal at careers-advancial.icims.com and functions as the institution's primary Applicant Tracking System for Talent Acquisition and HR recruiting functions.
Deployment uses iCIMS cloud-hosted services embedded into the Advancial website to present branded career pages, publish job listings, and accept online applications. Configuration covers standard Applicant Tracking System capabilities including job requisition workflows, configurable application forms, candidate screening and pipeline management, interview scheduling, and offer letter templates. Operational scope centers on HR and Talent Acquisition, with governance implemented through role-based access for recruiters and hiring managers and standardized hiring workflows and career site content management processes.
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Recruiting | HCM |
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2015 | 2015 |
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Advancial Federal Credit Union 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 | 2018 | 2019 |
In 2018, Advancial Federal Credit Union implemented Jack Henry Credit Union Management (previously Symitar Episys) to run core Credit Union Management functions supporting loan origination, member services, and back office operations for its roughly 250 employee United States operations. The deployment established the Jack Henry Credit Union Management application as the central ledger and transaction processor for retail lending and member account lifecycle management. The implementation included a configured loan application workflow and an automated case workflow that spans internal teams, external partners, members, and prospects, and Symitar PowerOn scripts were enhanced to extend transaction processing and business rule execution. A .NET Core REST API, SymXchange, was developed to facilitate communication between the Jack Henry Symitar Core and internal applications, enabling service oriented integration and event exchange. Integrations were explicitly built to third party APIs including Visa, LexisNexis, and Wise, supporting external payment routing, identity and screening checks, and cross border movement of funds within the Credit Union Management environment. Architecture work focused on API orchestration and script driven core extensions, while prototype employee productivity applications were developed that utilized the ChatGPT API to explore automation of routine member interactions. Governance and ongoing delivery were organized around application maintenance, PowerOn script lifecycle management, and iterative feature delivery, with a Solutions Architect responsible for technical design, mentoring developers, and managing project stories and task assignments from 2020 onward.
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Advancial Federal Credit Union AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2014 | 2014 |
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Advancial Federal Credit Union Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2018 | 2018 |
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Advancial Federal Credit Union CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Advancial Federal Credit Union
Apps Being Evaluated by Advancial Federal Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-12-01 | Advancial Federal Credit Union | Evaluated | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP |