Atlanta, 30339, GA,
United States
Affinity Bank Technographics
Affinity Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Affinity Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 91 Affinity Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Affinity Bank has purchased the following applications: CSI NuPoint for Core Banking in 2019, Microsoft 365 for Collaboration in 2019, Amazon SES for Transactional Email in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Affinity Bank is running and its propensity to invest more and deepen its relationship with CSI , Apiture , Microsoft 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 Affinity Bank revenues, which have grown to $21.0 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 Affinity Bank 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.
Affinity Bank Tech Stack and Enterprise Applications
Affinity Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CSI | Legacy | CSI NuPoint | Core Banking | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 Affinity Bank implemented CSI NuPoint as its Core Banking system, establishing a platform to support its commercial lending and back office accounting workflows. The deployment at Affinity Bank is used operationally by commercial loans operations staff in Atlanta, Georgia, and is referenced by staff activities that include booking commercial loans, compiling accounts payable reports, and managing client financial documentation.
CSI NuPoint was configured to support core banking functions aligned with commercial loan lifecycle management, loan booking and servicing, and document-centric workflows for credit dossiers, tax returns, and insurance renewals. Operational users reference CSI NuPoint alongside Microsoft Office applications including Word, Excel, Teams, and Outlook, and routine collaboration tools such as Zoom, indicating an environment where core banking transaction workstreams are supported by office productivity and communication tools.
The implementation scope centers on commercial lending operations, client account documentation, and accounting reporting processes, with daily use by commercial loans operations specialists to manage credit reports, personal statements, and corporate tax documentation. Governance emphasis is on workflow standardization for loan booking and client file completeness, aligning CSI NuPoint Core Banking capabilities with Affinity Bank business functions in lending, treasury-adjacent accounting, and client servicing.
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Digital Banking | ERP Services and Operations |
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2020 | 2020 |
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Digital Banking | ERP Services and Operations |
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2019 | 2019 |
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Affinity Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 Affinity Bank implemented Microsoft 365 to provide a centralized Collaboration platform across the organization. The deployment is in use on their public website and serves approximately 91 employees as the primary cloud collaboration and productivity environment.
Configuration of Microsoft 365 focused on core Collaboration capabilities, including enterprise email, team communication, web-based document libraries, and cloud file storage consistent with Microsoft 365 functionality. The implementation incorporated SharePoint style site-based content and OneDrive style user file sync for document management, along with Teams style communication and Exchange style messaging to support internal collaboration and customer engagement workflows.
Operational coverage spans corporate staff and branch-facing roles, with governance controls applied through Microsoft 365 native policy and information protection capabilities to address banking compliance and records retention needs. Rollout emphasis included standardizing collaboration workflows, configuring access controls and data classification settings within the Microsoft 365 environment, and integrating site-facing content to leverage Microsoft 365 collaboration features for both internal teams and web presence.
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Affinity Bank PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon SES | Transactional Email | PaaS | n/a | 2017 | 2017 |
In 2017 Affinity Bank implemented Amazon SES for transactional email delivery on its website. Affinity Bank implemented Amazon SES, an Amazon Web Services offering, to support website-driven messaging classified in the Transactional Email category. The deployment is hosted within AWS and is used to service customer facing website flows such as account notifications, password resets, transaction alerts, and service confirmations.
The implementation integrates Amazon SES via SMTP and API endpoints with the bank website backend, and includes template management, bounce and complaint handling, and suppression list processes to manage deliverability and compliance. Domain verification and email authentication using SPF and DKIM were configured to establish authorized sending domains, and SES event notifications and logging were used to monitor delivery events and processing. Operational coverage focuses on online banking and customer service communications, with governance controls around template approvals and suppression workflows to reduce operational risk.
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Affinity Bank 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Affinity Bank
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Apps Being Evaluated by Affinity Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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