Edmonton, T5J 0N3, AB,
Canada
ATB Financial Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by ATB Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5044 ATB Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ATB Financial has purchased the following applications: SAP ERP ECC 6.0 for ERP Financial in 2011, Certn for BackGround Screening in 2024, SAP Fioneer Core Banking for Core Banking in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ATB Financial is running and its propensity to invest more and deepen its relationship with SAP , Certn , Deltek 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 ATB Financial revenues, which have grown to $2.20 billion 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 ATB Financial 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP ERP ECC 6.0 | ERP Financial | ERP Financial Management | n/a | 2011 | 2012 |
In 2011 ATB Financial implemented SAP ERP ECC 6.0 as its ERP Financial platform, establishing a centralized finance system to support core accounting and financial management across the organization. The deployment focused on delivering upgrades, projects, and enhancements using an agile delivery model while aligning the SAP ERP ECC 6.0 implementation with enterprise financial processes.
The implementation concentrated on standard ERP Financial functional areas such as general ledger, accounts payable, accounts receivable, asset accounting, treasury and liquidity management, and financial reporting and controlling. Workstreams included configuration and customization under formal SDLC processes, development standards and naming conventions, and the application of ASAP PMI and ITIL methodologies to govern build cycles and change requests.
Integrations were explicitly addressed, with guidance provided on SAP best practices across ECC and SuccessFactors systems and Concur integration via SCI to ensure payroll, HR, and expense workflows were synchronized with financial postings. Operational coverage emphasized liaison duties between business users, IT operations, and development teams to support incident resolution, system design changes, and ongoing enhancement requests.
Governance and process controls were implemented through a Quality Review Board that approves changes promoted to production, audit-aligned development standards to ensure compliance, and policies to monitor service performance and customer feedback. Program management responsibilities included producing statements of work for project managers, developing cost estimates and human resource allocations, dollarizing resourcing versus cost and time for project budgeting, and conducting quarterly performance reviews using a coaching methodology.
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ERP Financial | ERP Financial Management |
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2021 | 2021 |
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Expense Management | ERP Financial Management |
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2011 | 2011 |
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Payment Processing | ERP Financial Management |
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2016 | 2016 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Certn | Legacy | Certn | BackGround Screening | HCM | n/a | 2024 | 2024 |
In 2024, ATB Financial implemented Certn for BackGround Screening to accelerate pre-employment screening for hires across Alberta. The implementation targeted HR and Talent Acquisition workflows, centralizing candidate screening for retail and corporate hiring channels to reduce manual processing in the hiring function.
The Certn implementation included ATS integration, identity verification, and criminal and employment checks as primary modules. Certn was configured to automate ordering of checks from the applicant tracking system, propagate screening status updates back into the ATS, and apply conditional screening triggers based on requisition and role type.
Certn was integrated directly with ATB Financials applicant tracking system to enable end to end screening orchestration and to surface results inside recruiter workflows. The deployment used Certn as a cloud delivered BackGround Screening platform with operational ownership by HR and Talent Acquisition, and result adjudication routed to hiring managers for final decisioning.
Governance and process changes established standardized screening policies and centralized result review within HR to streamline compliance and reduce variance in screening decisions. The vendor case study reports a faster turnaround in screening, noted as 3x faster following the Certn integration.
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Compensation Management | HCM |
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2016 | 2017 |
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Core HR | HCM |
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2018 | 2018 |
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Employee Engagement | HCM |
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2022 | 2022 |
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Learning and Development | HCM |
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2019 | 2019 |
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Learning and Development | HCM |
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2023 | 2023 |
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Learning and Development | HCM |
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2018 | 2018 |
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Recruiting | HCM |
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2016 | 2016 |
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Recruiting | HCM |
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2020 | 2020 |
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Workforce Management | HCM |
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2016 | 2016 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP Fioneer | Legacy | SAP Fioneer Core Banking | Core Banking | ERP Services and Operations | Bancon | 2022 | 2022 |
In 2022, ATB Financial implemented SAP Fioneer Core Banking with Bancon serving as the systems integrator. The deployment targeted Core Banking operations and was positioned to centralize account management and transaction processing across ATB Financials retail and commercial banking lines.
The implementation of SAP Fioneer Core Banking encompassed standard core modules including core ledger and transaction processing, deposit account management, lending and loan lifecycle, payments orchestration, customer master and product configuration capabilities. The project emphasized configurable business rules and a product factory approach to support rapid product definition and pricing within the Core Banking environment.
Architecturally the initiative used a centralized ledger and service oriented, API first design to enable real time posting and composable operational services that support branch, contact center, and back office workflows. Bancon led configuration, testing and platform stabilization activities while ATB Financial aligned IT and operations to the new application architecture and operational runbooks.
Program governance was established with a cross functional steering committee and change management processes to coordinate rollout, data governance, testing, and training across business functions. Operational ownership was transitioned to internal banking operations and IT teams through staged cutover plans and ongoing support arrangements with Bancon and SAP Fioneer on the platform.
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Digital Banking | ERP Services and Operations |
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2019 | 2020 |
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AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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ML and Data Science Platforms | AI Development |
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2017 | 2018 |
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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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2025 | 2025 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Warehouse | Analytics and BI |
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2018 | 2018 |
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Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Blockchain Platform | Blockchain |
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2017 | 2017 |
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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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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Community Management | CRM |
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2018 | 2018 |
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CRM | CRM |
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2016 | 2016 |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Risk Management | Investment Management |
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2023 | 2023 |
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Trade Order Management System (TOMS) | Investment Management |
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2017 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Risk Management | TRM |
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2015 | 2015 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Robotic Process Automation | 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Backup as a Service (BaaS) | IaaS |
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2017 | 2017 |
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Backup as a Service (BaaS) | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2014 | 2014 |
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