Novato, 94947, CA,
United States
Bank of Marin Technographics
Bank of Marin Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Bank of Marin and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 290 Bank of Marin 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 of Marin has purchased the following applications: Q2 Digital Banking Platform for Digital Banking in 2017, FIS IBS Business Intelligence for Analytics and BI in 2012, Zoom for Audio Video and Web Conferencing in 2020 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 of Marin is running and its propensity to invest more and deepen its relationship with Q2 Software , FIS Global , Zoom Video Communications 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 of Marin revenues, which have grown to $115.0 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 of Marin 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 of Marin Tech Stack and Enterprise Applications
Bank of Marin ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q2 Software | Legacy | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations | n/a | 2017 | 2018 |
In 2017, Bank of Marin implemented Q2 Digital Banking Platform to establish a centralized Digital Banking channel supporting retail and branch operations. The deployment was managed by the bank's internal IT operations team supporting on-site and remote personnel out of Novato, California, and emphasized operational supportability and secure user provisioning.
The Q2 Digital Banking Platform was configured to deliver Digital Banking functions including online account servicing, mobile banking access, payments processing, digital account opening, customer authentication, and customer self service workflows. Implementation work included configuration and ongoing maintenance of Q2 Central components and coordination with teller systems such as Teller insight to align online and teller transaction flows, with bank IT performing periodic upgrades to those applications.
Integrations and operational controls were explicitly instrumented, with Microsoft Active Directory used for creating and maintaining system accounts, groups, and security permissions, and Mitel applications used for IP phone provisioning. Operational governance relied on incident management, knowledge management, remote control tools, and formal deployment documentation created by IT staff, plus device configuration and troubleshooting for iPads and iPhones, to enforce workstation security procedures and support teller and customer servicing functions.
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Loan Origination System (LOS) | ERP Services and Operations |
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2012 | 2012 |
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Bank of Marin Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS IBS Business Intelligence | Analytics and BI | Analytics and BI | n/a | 2012 | 2012 |
In 2012, Bank of Marin contracted with FIS for hosted FIS IBS Business Intelligence services. The FIS IBS Business Intelligence deployment provides dimensional data-warehouse access and BusinessObjects reporting capabilities under the Analytics and BI category, focused on finance and operational reporting for the institution in the United States.
The implementation includes dimensional data-warehouse provisioning and BusinessObjects reporting components, specifically BusinessObjects InfoView, WebIntelligence, and Desktop Intelligence. Configuration centered on publishing and scheduling reports, supporting ad hoc query access through BusinessObjects clients, and feeding structured analytic datasets from operational sources into the IBS dimensional model.
The engagement is governed by the IBS Business Intelligence Services Addendum effective July 1, 2012, which explicitly references BusinessObjects InfoView, WebIntelligence, and Desktop Intelligence as part of the service. Operational coverage targeted finance and operations teams across the organization in the United States, centralizing report distribution and dimensional analytics workflows via the hosted FIS service.
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Bank of Marin Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Bank of Marin deployed Zoom from Zoom Video Communications on its public website to provide Audio Video and Web Conferencing capabilities for customer-facing virtual appointments and internal meetings. The Zoom application is surfaced via web-accessible meeting links and site-hosted meeting launch flows on bankofmarin.com, routing sessions through Zoom cloud conferencing services to enable real-time audio, video, and screen sharing. This positions Zoom as the primary Audio Video and Web Conferencing tool for client engagement and staff collaboration.
Functional coverage emphasizes scheduled virtual appointments, live customer consultations, and internal meetings using core Zoom capabilities such as multi-party audio and video, screen sharing, and meeting scheduling tied into the bank's public appointment workflows. Operational ownership appears concentrated in retail banking and customer service channels, with governance focused on appointment scheduling workflows, web-based session routing, and access controls at the site integration layer. Bank of Marin Zoom Audio Video and Web Conferencing supports customer engagement and branch operations through embedded conferencing on the corporate site.
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Collaboration | Collaboration |
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2019 | 2019 |
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Bank of Marin 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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Bank of Marin CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Bank of Marin 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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SD-WAN | IaaS |
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2017 | 2017 |
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Bank of Marin 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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2016 | 2016 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Bank of Marin
Apps Being Evaluated by Bank of Marin Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-16 | Bank of Marin | Evaluated | FIS Global | FIS IBS Business Intelligence | Analytics and BI | Analytics and BI |
| 2025-10-20 | Bank of Marin | Evaluated | FIS Global | FIS Data Integrity Manager (Formerly IntelliMatch) | Financial Consolidation and Close | EPM |