American Heritage Capital
2300 Valley View Ln,
Irving, 75062, TX,
United States
Irving, 75062, TX,
United States
1 972-573-3900
Banking and Financial Services
American Heritage Capital Technographics
American Heritage Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by American Heritage Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 American Heritage Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that American Heritage Capital has purchased the following applications: Calyx Point LOS for Loan Management in 2011, Microsoft 365 for Collaboration in 2015, AdRoll for Digital Advertising Platform in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems American Heritage Capital is running and its propensity to invest more and deepen its relationship with Calyx Technology , Microsoft , NextRoll 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 American Heritage Capital revenues, which have grown to $2.0 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 American Heritage Capital 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.
American Heritage Capital Tech Stack and Enterprise Applications
American Heritage Capital ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Calyx Technology | Legacy | Calyx Point LOS | Loan Management | ERP Services and Operations | n/a | 2011 | 2012 |
In 2011 American Heritage Capital implemented Calyx Point LOS as its Loan Management application within the Irving, Texas loan operations. The deployment centered on loan origination and document lifecycle handling for a small, centralized lending team.
Calyx Point LOS was used to establish and maintain document tracking and management, to record and update incoming documents, and to manage loan origination workflows and exception handling. Functional capabilities described include review of loans in process for accuracy and compliance, appraisal condition management and clearance, calculation and verification of income, assets and liabilities, and final document verification for closing and clearing conditions.
Operational coverage was the loan processing function at American Heritage Capital, with activities documented from January 2011 to August 2013, and business functions impacted included loan processing, underwriting coordination, appraisal coordination, and closing administration. No explicit third party integrations are listed in the source notes, the implementation signals focus on capabilities delivered within Calyx Point LOS for document management and condition tracking.
Governance practices embedded in Calyx Point LOS usage included routine record maintenance, systematic updating of the system to reflect newly added documents, adherence reviews for policies, laws and guidelines, and coordinated communications with loan officers, underwriters, and appraisal vendors. The source notes explicitly state the establishment of a good, sound and secure document tracking and management system through Calyx Point LOS.
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American Heritage Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, American Heritage Capital implemented Microsoft 365 as its primary Collaboration platform. The 20 employee United States based lending firm is using Microsoft 365 on their website and as the central productivity and communication layer for internal teams.
The deployment emphasizes core Microsoft 365 Collaboration capabilities, including Exchange Online for email, SharePoint Online for document libraries and intranet sites, OneDrive for Business for user file sync, and Microsoft Teams for real time chat and meetings. Configuration reflects a small tenancy approach with mailbox provisioning, site collections organized around lending and administrative workflows, and user level storage and sharing controls.
Operational coverage extends across lending operations, back office administration, and executive communications, aligning Collaboration with the firm s business functions in Banking and Financial Services. Identity and access control are managed through Azure Active Directory to provide centralized authentication and single sign on across Microsoft 365 services.
Governance focuses on administrative controls, role based access, content sharing policies, and straightforward user provisioning and onboarding processes appropriate for a 20 person firm. The implementation narrative centers on embedding Microsoft 365 Collaboration into day to day lending and administrative workstreams rather than on supplementary integrations or third party tools.
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American Heritage Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NextRoll | Legacy | AdRoll | Digital Advertising Platform | CRM | n/a | 2011 | 2011 |
In 2011, American Heritage Capital implemented AdRoll on its website. The deployment uses AdRoll as a Digital Advertising Platform to run site-level display advertising and retargeting tied to web behavior for the company’s marketing function.
Implementation focused on embedding the AdRoll site tag and configuring audience segments, campaign settings, and creative rotations within the AdRoll console. Operational coverage centers on the corporate website and the small marketing team, with governance practices oriented around tag management, campaign approval workflows, and campaign scheduling. AdRoll is configured to handle audience collection, display retargeting, segmentation, and campaign orchestration, with built-in reporting used to monitor ad delivery and audience composition.
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Marketing Analytics | CRM |
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2017 | 2017 |
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American Heritage Capital PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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American Heritage Capital 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at American Heritage Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by American Heritage Capital Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from American Heritage Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the American Heritage Capital digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD American Heritage Capital Technographics
American Heritage Capital is a Banking and Financial Services organization based in United States,
with around 20 employees and annual revenues of $2.0 million.
American Heritage Capital operates a diverse technology stack with applications such as
Calyx Point LOS, Microsoft 365 and AdRoll,
covering areas like Loan Management, Collaboration and Digital Advertising Platform.
American Heritage Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Calyx Technology, Microsoft and NextRoll.
American Heritage Capital recently adopted applications including
Pathwire Mailgun in 2021, Lumen Cloud (ex CenturyLink) in 2019 and Lumen CDN in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of American Heritage Capital’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates American Heritage Capital’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 American Heritage Capital technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.