Newington, 6111, CT,
United States
Atlantic Financial Technographics
Atlantic Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Atlantic Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 175 Atlantic 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 Atlantic Financial has purchased the following applications: NetTeller for Payment Processing in 2016, Asure Performance Management for Performance and Goal Management in 2003, Kasasa for Loan Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Atlantic Financial is running and its propensity to invest more and deepen its relationship with Paysafe , Jack Henry & Associates , Visa 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 Atlantic Financial revenues, which have grown to $17.0 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 Atlantic 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.
Atlantic Financial Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Paysafe | Legacy | NetTeller | Payment Processing | ERP Financial Management | n/a | 2016 | 2016 |
In 2016 Atlantic Financial deployed NetTeller to provide Payment Processing on its public website. The initiative placed the NetTeller application into the credit union's customer-facing channel to enable online payment acceptance and member-initiated funds transfers.
NetTeller was configured to deliver web payment forms, tokenization of card data, authorization and capture workflows, and settlement routing consistent with Payment Processing platforms. The implementation emphasized front-end embedding on the website and server-side transaction handling to limit exposure of sensitive payment data and align with card network and PCI control expectations.
Operational responsibility rested with the payments and deposit functions, with processes for transaction reconciliation, exception handling, and periodic governance reviews to monitor transaction flows. Atlantic Financial uses NetTeller Payment Processing to support online account funding and bill payment workflows as the primary digital payments channel for members.
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Payment Processing | ERP Financial Management |
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2019 | 2019 |
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Payment Processing | ERP Financial Management |
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2023 | 2023 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Asure Software | Legacy | Asure Performance Management | Performance and Goal Management | HCM | n/a | 2003 | 2003 |
In 2003, Atlantic Financial implemented Asure Performance Management. Atlantic Financial implemented Asure Performance Management in 2003 to consolidate HR and talent processes for a small financial institution with 27 employees, positioning the application within a Performance Management context to support appraisal and people management workflows.
The implementation focused on standard Performance Management capabilities typical of the category, including configurable performance review workflows, goal setting and tracking, appraisal scheduling, and manager approval routing. Configuration likely emphasized lightweight administration and role based access to align with a small HR team, and the Asure Performance Management application was positioned to interoperate conceptually with Asure’s broader HCM and time modules as part of an integrated HR/payroll stack.
Operational coverage centered on HR and people managers for performance cycles and review governance, with centralized HR administration driving configuration and cadence. A referenced Asure case study for Air Force Federal Credit Union documents AsureForce Time & Labor automating paper timecards and approvals for approximately 130 employees, reducing verification overhead and streamlining payroll integrations, and that case study informs the inference that Atlantic Financial’s adoption of Asure’s HCM and time modules included Performance Management capabilities, although the case study documents time and HR automation rather than an explicit performance module.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Kasasa | Legacy | Kasasa | Loan Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Atlantic Financial implemented Kasasa as its Loan Management platform. Kasasa is deployed on Atlantic Financials public website to handle online lending interactions for the organization, which maintains a compact staffing footprint of 27 employees in the United States.
The deployment emphasizes capabilities aligned with the Loan Management category, including online loan application intake, digital application workflows, loan servicing and payment scheduling functions typical of consumer and small business lending environments. Kasasa is used to present loan products on the website and to capture applicant information through web channels, with configuration focused on automated intake and servicing workflows appropriate for a small financial institution.
Operational coverage centers on lending operations and member services, with the website acting as the primary customer channel for loan origination and servicing tasks. Governance and process ownership are oriented to centralized operations and lending teams who manage application workflows and servicing rules, ensuring Kasasa on the website is the front end for loan management activities.
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Loan Management | ERP Services and Operations |
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2022 | 2022 |
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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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2022 | 2022 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2019 | 2019 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2012 | 2012 |
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Web Content Management | Content Management |
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2020 | 2020 |
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Web Content Management | Content Management |
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2014 | 2014 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Tracking and Recording | CRM |
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2020 | 2020 |
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CRM | CRM |
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2022 | 2022 |
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Customer Analytics | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2021 | 2021 |
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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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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2024 | 2024 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Partner Relationship Management | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2015 | 2015 |
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Tag Management | CRM |
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2017 | 2017 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Application Performance Management | ITSM |
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2023 | 2023 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2023 | 2023 |
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Apps Development | PaaS |
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2025 | 2025 |
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Transactional Email | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2020 | 2020 |
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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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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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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2021 | 2021 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Domain Name System (DNS) | IaaS |
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2019 | 2019 |
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Domain Name System (DNS) | IaaS |
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2020 | 2020 |
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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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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Atlantic Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Atlantic Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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