Winston-Salem, 27103, NC,
United States
Allegacy Federal Credit Union Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Allegacy 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 500 Allegacy 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 Allegacy Federal Credit Union has purchased the following applications: UKG FMSI Scheduler (ex Kronos FMSI Scheduler) for Workforce Scheduling in 2020, Fiserv DNA Bank Platform for Core Banking in 2019, LivePerson Conversational Cloud for Chatbots and Conversational AI 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 Allegacy Federal Credit Union is running and its propensity to invest more and deepen its relationship with UKG , Fiserv , NCR Voyix 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 Allegacy Federal Credit Union revenues, which have grown to $147.0 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 Allegacy 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.
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, Allegacy Federal Credit Union implemented UKG FMSI Scheduler, formerly Kronos FMSI Scheduler. The UKG FMSI Scheduler was deployed as a Workforce Scheduling solution on Allegacy’s public website, exposing schedule access and publishing functions through a web-embedded interface that connects staff to posted shift information.
Configuration emphasizes core Workforce Scheduling capabilities, including shift scheduling and roster management, employee availability and constraint handling, time-off and leave request workflows, and schedule publication and visibility controls. The UKG FMSI Scheduler configuration reflects category-aligned functionality for automating recurring shift patterns, enforcing staffing rules, and supporting manager-led schedule adjustments.
Operational coverage centers on branch operations and member service teams, with scheduling and roster administration integrated into HR timekeeping and manager approval workflows at the enterprise level. The implementation notes do not disclose third party integrations or downstream payroll systems, so integration details are not specified in the source.
Governance and process changes include centralized schedule policy enforcement, role-based access for managers and staff, and structured approval paths for shift swaps and time-off, aligning scheduling operations with standard workforce management practices. The narrative documents a website-hosted instance of UKG FMSI Scheduler enabling Allegacy to present and manage operational schedules through a single Workforce Scheduling application.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv DNA Bank Platform | Core Banking | ERP Services and Operations | n/a | 2019 | 2019 |
Allegacy Federal Credit Union implemented the Fiserv DNA Bank Platform in 2019, deploying the application to address core account processing and centralized Core Banking functions across the credit union. The engagement targeted standard core banking workflows and account lifecycle management for a mid-sized financial institution with roughly 500 employees and a U.S. operational footprint.
The Fiserv DNA Bank Platform implementation focused on core modules typical of the Core Banking category, including account processing, transaction posting, deposit and loan servicing workflows, and member data management. Configuration work emphasized processing rules, posting schedules, and batch reconciliation tasks, aligning system controls to Allegacy Federal Credit Union business processes and operational policies.
The conversion sequence was notable for its execution method, the multi-day planned on-site conversion event was transitioned into a fully remote conversion due to global travel restrictions resulting from the COVID-19 pandemic. The remote approach used technology-enabled collaboration and a mock conversion to validate cutover procedures, while operational scope covered IT operations, transaction operations, member services, and supporting teams responsible for day one readiness.
Governance and rollout incorporated cross-functional coordination between Allegacy teams and Fiserv resources, with scripted playbooks and remote runbooks to manage cutover steps and issue escalation. The remote mock conversion was reported as successful, with Cathy Pace, Chief Executive Officer, noting the remote mock conversion to DNA went as smoothly as if the two teams were colocated and praising the level to which both teams used technology to execute the conversion.
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Digital Banking | ERP Services and Operations |
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2018 | 2018 |
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Digital Banking | ERP Services and Operations |
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2019 | 2019 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Automotive Dealership CRM | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2017 | 2017 |
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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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2015 | 2015 |
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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2019 | 2019 |
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