New York, 10001, NY,
United States
Amalgamated BANK Technographics
Amalgamated BANK Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Amalgamated BANK and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 375 Amalgamated 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 Amalgamated BANK has purchased the following applications: Cape AI Platform for Generative AI Platforms in 2024, Adobe Experience Cloud for Customer Experience in 2018, Fiserv Frontier Reconciliation for Financial Consolidation and Close 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 Amalgamated BANK is running and its propensity to invest more and deepen its relationship with Cape.ai , Adobe Systems , Talkdesk 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 Amalgamated BANK revenues, which have grown to $203.0 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 Amalgamated 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.
Amalgamated BANK Tech Stack and Enterprise Applications
Amalgamated BANK AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cape.ai | Legacy | Cape AI Platform | Generative AI Platforms | AI Development | n/a | 2024 | 2024 |
In 2024, Amalgamated BANK deployed Cape AI Platform to streamline client marketing campaign execution in the United States. Amalgamated BANK implemented Cape AI Platform, a Generative AI Platforms solution, to support CRM and marketing workflows focused on campaign planning and execution and to centralize campaign orchestration for client marketing operations.
The implementation emphasized marketing and campaign automation capabilities, with configuration aligned to campaign orchestration and workflow automation. Deployment used the Cape AI Platform to automate campaign scheduling and approval flows, and to provide generative content assistance and segmentation workflows consistent with Generative AI Platforms functional patterns.
Operational scope targeted client marketing and operations teams across the United States, with the platform integrated into CRM and marketing system workflows to ingest customer data and push campaign outputs. Governance adjustments introduced standardized campaign workflow rules and audit trails, and the vendor reports improved operational efficiency as an outcome of the Cape AI Platform deployment.
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Amalgamated BANK CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2018 | 2018 |
In 2018 Amalgamated BANK deployed Adobe Experience Cloud to power its corporate website. Adobe Experience Cloud serves as the primary Customer Experience platform for the bank's public digital channels.
The implementation leverages core Adobe Experience Cloud capabilities typical of the Customer Experience category, including web content management, personalization, digital analytics and tag management to support content publishing and campaign workflows. Configuration emphasized content authoring templates, audience targeting rules and analytics instrumentation for site-level behavior tracking. These capabilities were applied to support marketing and digital engagement use cases.
Operational coverage is focused on the corporate website and managed by the marketing and digital channels teams, who own content governance, approval workflows and campaign orchestration. Integrations are confined to the web presentation layer and analytics instrumentation embedded on site pages rather than stated back office banking systems. This positions Amalgamated BANK Adobe Experience Cloud Customer Experience implementation as a centralized digital experience and measurement layer for online customer acquisition and engagement.
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Customer Experience | CRM |
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2023 | 2023 |
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Data Management Platform | CRM |
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2016 | 2016 |
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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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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Amalgamated BANK EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Frontier Reconciliation | Financial Consolidation and Close | EPM | n/a | 2017 | 2017 |
In 2017 Amalgamated BANK deployed Fiserv Frontier Reconciliation to strengthen its Financial Consolidation and Close capabilities across finance, treasury, and accounts payable functions. The implementation targeted bank wide reconciliations and period close orchestration, aligning reconciliation collection with month end close activities and call report preparation tasks previously handled manually.
Fiserv Frontier Reconciliation was configured to automate bank reconciliation workflows and support period versus period financial review processes, enabling a structured three day month end close and a five day quarter end close cadence. The deployment included automation of call report preparation and tighter controls over accounts payable workflows, complementing Concur driven AP automation to improve processing stability and transparency.
The implementation integrated operationally with Concur, FIS Horizon, and Axiom as part of the coordinated finance platform estate, and the finance team acted as liaison with internal and external auditors to validate controls and reconciliations. Processes were instrumented for bank wide reconciliation collection to limit exposure to write offs, and script testing was incorporated for disaster recovery and future system implementations.
Governance changes emphasized centralized reconciliation ownership, scripted month end close procedures, and explicit expense control interactions between Concur and Frontier reconciliation workflows. Outcomes stated by the organization included decreased preparation time and increased accuracy for call reports, more automated and transparent accounts payable processing, improved collection of reconciliations limiting write off exposure, and stabilized period close execution.
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Amalgamated BANK ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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Amalgamated BANK 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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2019 | 2019 |
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Amalgamated 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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2015 | 2015 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Amalgamated BANK 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Amalgamated BANK
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Amalgamated BANK Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-06-04 | Amalgamated BANK | Evaluated | Oracle | Oracle Flexcube | Core Banking | ERP Services and Operations |
| 2026-04-29 | Amalgamated BANK | Evaluated | Infosys | Infosys Finacle | Core Banking | ERP Services and Operations |
| 2025-10-09 | Amalgamated BANK | Evaluated | FIS Global | FIS Core Banking | Core Banking | ERP Services and Operations |