Bank First
4201 W. Wisconsin Avenue,
Appleton, 54913, WI,
United States
Appleton, 54913, WI,
United States
1 920-733-1927
Banking and Financial Services
Bank First Technographics
Bank First Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Bank First and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 450 Bank First employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bank First has purchased the following applications: Fiserv First Data Credit Card Processing and Payment Solution for Payment Processing in 2022, Fiserv Premier Bank Platform for Core Banking in 2020, Microsoft 365 for Collaboration 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 Bank First is running and its propensity to invest more and deepen its relationship with Fiserv , Microsoft , DocuSign 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 Bank First revenues, which have grown to $60.0 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 Bank First 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.
Bank First Tech Stack and Enterprise Applications
Bank First ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv First Data Credit Card Processing and Payment Solution | Payment Processing | ERP | n/a | 2022 | 2022 |
In 2022, Bank First implemented Fiserv First Data Credit Card Processing and Payment Solution on its website. The deployment serves as a Payment Processing gateway for customer-facing web payments and online card acceptance, with the Fiserv First Data Credit Card Processing and Payment Solution handling authorization and settlement flows. The architecture is implemented as a web-integrated gateway connecting the bank's site checkout and online bill pay interfaces to the vendor payment switch.
Core modules implemented include card authorization, settlement and clearing, tokenization, merchant reporting, virtual terminal capabilities, and standard fraud screening functionality typical of Payment Processing platforms. The integration covers front-end web checkout, hosted payment page options, and back-office reconciliation feeds into Bank First's payment operations, supporting retail banking and card services functions. Governance was organized to centralize merchant configuration and operational workflows for web payments, with configuration and reconciliation procedures updated to align with the new gateway architecture.
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Bank First ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Premier Bank Platform | Core Banking | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Bank First implemented Fiserv Premier Bank Platform to support Core Banking activities, with initial use centered on finance and credit workflows. The deployment of Fiserv Premier Bank Platform was applied to credit and loan operations to enable structured review and compliance checks during loan renewals and emergency program processing.
Configuration focused on loan servicing, credit analysis, compliance controls, and document review capabilities. Bank First used the platform to analyze customer compliance for loan renewals and to determine financial fitness, and the platform supported evaluation of customer financial documents used in PPP loan forgiveness processing. These functional areas align with Core Banking requirements for credit decisioning, servicing, and regulatory documentation.
Operational scope emphasized finance and credit teams responsible for loan renewals and PPP administration, with process-level use for document intake and compliance validation. Governance centered on embedding formalized review and documentation workflows into day to day credit operations, enabling consistent assessment of borrower financial fitness during the 2020 PPP program and routine loan renewal cycles.
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Bank First Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
In 2022, Bank First implemented Microsoft 365 as its primary Collaboration platform for employee communication and document collaboration. The Microsoft 365 deployment is positioned to support corporate productivity and internal collaboration across the Bank First organization in the United States.
The environment is a cloud hosted Microsoft 365 tenant and leverages core Collaboration capabilities including Exchange Online for enterprise email, Microsoft Teams for chat and meetings, SharePoint Online for intranet and document libraries, OneDrive for Business for personal file storage, and Office desktop and web applications for authoring and co authoring. Configuration work emphasized mailbox provisioning, SharePoint site architecture, Teams templates for workgroups, and client application management for Windows and web access.
Bank First uses Microsoft 365 on their website and has aligned identity and access controls with Microsoft tooling, employing Azure Active Directory authentication and conditional access patterns alongside data governance features such as retention labeling and data loss prevention where implemented. Integrations focus on Microsoft platform services within the tenant, keeping collaboration flows and document lifecycle management centralized in Microsoft 365.
Governance is organized around centralized tenant administration with role based access control, site and mailbox provisioning workflows, and policy based information protection to meet banking records management needs. The implementation narrative centers on Microsoft 365 delivering Collaboration capabilities to support business functions responsible for internal operations, client interaction support, and corporate administration.
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Bank First 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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2022 | 2022 |
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Bank First CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Bank First ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2022 | 2022 |
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Bank First PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2022 | 2022 |
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Bank First 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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2022 | 2022 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Bank First 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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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Bank First
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Bank First Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Bank First IT executives and key decision makers. This section highlights Bank First's latest recorded technology evaluations, including Exela Lockbox for AR Automation on 2026-02-20. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Bank First digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-20 | Bank First | Evaluated | Exela Technologies | Exela Lockbox | AR Automation | ERP |
FAQ - APPS RUN THE WORLD Bank First Technographics
Bank First is a Banking and Financial Services organization based in United States,
with around 450 employees and annual revenues of $60.0 million.
Bank First operates a diverse technology stack with applications such as
Fiserv First Data Credit Card Processing and Payment Solution, Fiserv Premier Bank Platform and Microsoft 365,
covering areas like Payment Processing, Core Banking and Collaboration.
Bank First has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Fiserv and Microsoft.
Bank First recently adopted applications including
Fiserv First Data Credit Card Processing and Payment Solution in 2022, Microsoft 365 in 2022 and DocuSign eSignature in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Bank First’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Bank First’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 Bank First technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.