San Pedro Garza Garcia, 66269,
Mexico
Banco base Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Banco base and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Banco base employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Banco base has purchased the following applications: Microsoft Dynamics GP Accounts Payable for AP Automation in 2016, Lever by Employ for Applicant Tracking System in 2021, Fiserv Signature Bank Platform for Core Banking 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 Banco base is running and its propensity to invest more and deepen its relationship with Microsoft , Oracle , CONTPAQi 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 Banco base revenues, which have grown to $150.0 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 Banco base 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 |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP Accounts Payable | AP Automation | ERP Financial Management | n/a | 2016 | 2016 |
In 2016, Banco Base implemented Microsoft Dynamics GP Accounts Payable as its AP Automation application to centralize supplier invoice processing and payment scheduling across branches and headquarters. The deployment established a single accounts payable backbone for MXP and USD supplier payments, expense control, and cost center level reporting, supporting both staff advances and supplier refunds.
Microsoft Dynamics GP Accounts Payable was configured to handle invoice registration for rents, services, referenced payments and purchase orders, management of staff advances, travel expense processing and reimbursements, assignment of cost centers and accounting allocations, and application of payments against supplier balances. The implementation also encompassed petty cash reconciliation, amortizations, fixed asset registration workflows tied to payment events, and processing of American Express corporate expense invoices as part of the AP Automation scope.
The AP implementation integrated operationally with the institution’s Microsoft Dynamics Great Plains records for invoice posting, used interfaces to load accounting information with other internal systems and areas, and incorporated SIBASE for account and branch level consultation plus Excel data imports. FRX served as the reporting layer at branch and cost center level, and Contpaqi remained in use for customer billing workflows, while payments were validated against bank records as part of the payment application process. The system operated in close coordination with Treasury, Purchasing, Tax, Legal and Financial Planning functions.
Governance and process controls included review and validation of payment information forms and expense requests, scheduled payments and bank reconciliation, electronic and physical invoice filing, monthly reporting of expense variations by branch and cost center for directors and managers, and preparation of audit deliverables. Operational ownership included cost center analysts and accounting staff providing branch level support, centralized scheduling of supplier payments, and routine coordination between AP operations and cross functional stakeholders to enforce process controls and data consistency.
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ERP Financial | ERP Financial Management |
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2019 | 2019 |
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ERP Financial | ERP Financial Management |
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2016 | 2016 |
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Payment Processing | ERP Financial Management |
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2019 | 2019 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Employ | Legacy | Lever by Employ | Applicant Tracking System | HCM | n/a | 2021 | 2021 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Signature Bank Platform | Core Banking | ERP Services and Operations | n/a | 2017 | 2018 |
In 2017 Banco Base implemented Fiserv Signature Bank Platform as its Core Banking solution. Implementation activity in 2017 and 2018 included hands-on software architecture and senior development participation focused on customer onboarding and bank fund gathering initiatives.
Work centered on designing and developing a customer onboarding process tightly integrated with document management, configuring account opening workflows and KYC document capture that interface with the Fiserv Signature Bank Platform. The onboarding implementation was engineered to orchestrate document ingestion and lifecycle management through Hyland OnBase Documents System while aligning customer records to investment and sales workflows.
The technical architecture leveraged Microsoft .NET technologies, including ASP.NET Web API and .NET Core for the integration layer, Microsoft SQL Server for persistence, and cloud-hosted components consistent with Azure skills listed by the team. Integrations explicitly included Hyland OnBase for document repository and Salesforce CRM for customer relationship data, with the Fiserv Signature Bank Platform functioning as the transactional core.
Governance and delivery were organized in an agile cell model, with a software architect leading the onboarding development team and participating as a business partner for investment product initiatives. Operational coverage emphasized retail onboarding, CRM-enabled sales processes, and back office operations in Mexico, with development and rollout activity carried out during 2017 and 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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2019 | 2019 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2017 | 2017 |
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Analytics and BI | Analytics and BI |
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2013 | 2013 |
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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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2022 | 2022 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2018 | 2018 |
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Enterprise Content Management | Content Management |
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2018 | 2018 |
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Enterprise Content Management | Content Management |
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2010 | 2010 |
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Web Content Management | Content Management |
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2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2017 | 2017 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2016 | 2016 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management, Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Treasury Management | TRM |
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2018 | 2018 |
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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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2020 | 2020 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Database Management, Open-Source Database | IaaS |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Endpoint Detection and Response (EDR) | CyberSecurity |
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2019 | 2019 |
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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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2019 | 2019 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2018 | 2018 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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