AI Buyer Insights:

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

Bank of the James Financial Group, Inc.
Location
828 Main Street,
Lynchburg, 24504, VA,
United States
Website
https://www.bankofthejames.bank/
Phone
1 847-735-4700
Artw industry
Banking and Financial Services
Employee
Revenue

Bank of the James Financial Group, Inc. Technographics

Bank of the James Financial Group, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Bank of the James Financial Group, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 153 Bank of the James Financial Group, Inc. 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 the James Financial Group, Inc. has purchased the following applications: Microsoft 365 for Collaboration in 2018, CallRail Call Tracking for Call Tracking and Recording in 2021, Google Cloud Platform (GCP) for Application Hosting and Computing Services in 2021 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 the James Financial Group, Inc. is running and its propensity to invest more and deepen its relationship with Microsoft , CallRail , HubSpot 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 the James Financial Group, Inc. revenues, which have grown to $38.8 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 the James Financial Group, Inc. 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 the James Financial Group, Inc. Tech Stack and Enterprise Applications

Bank of the James Financial Group, Inc. Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
In 2018, Bank of the James Financial Group, Inc. implemented Microsoft 365 to support Collaboration across the organization. Bank of the James Financial Group, Inc. Microsoft 365 Collaboration supports corporate productivity, communications, and the bank's public website presence as evidenced by Microsoft 365 artifacts on the site. The Microsoft 365 deployment centers on cloud-hosted productivity and communications capabilities, including email and Office productivity applications, Teams-based collaboration, SharePoint content management and OneDrive file storage, delivering core Collaboration functionality for document coauthoring and shared workspaces. Configuration details on the public site indicate a standard tenant deployment model with centralized settings for access, sharing, and collaborative document workflows. Operational coverage extends across the 153-employee bank, serving corporate functions such as internal communications, document management and client-facing content used on the website. Governance for the implementation aligns with Microsoft 365 administration practices, using centralized tenant administration, user provisioning and policy controls for sharing and retention to manage collaboration in a regulated banking environment.
Bank of the James Financial Group, Inc. CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CallRail Legacy CallRail Call Tracking Call Tracking and Recording CRM n/a 2021 2021
In 2021, Bank of the James Financial Group, Inc. implemented CallRail Call Tracking on their public website to instrument inbound call capture and source attribution. The deployment places CallRail Call Tracking within the Call Tracking and Recording category to support web-to-call measurement across the bank's digital channels. CallRail Call Tracking was configured to deliver category-aligned capabilities, including dynamic number insertion, session-level call attribution, call recording and phone analytics typical of Call Tracking and Recording platforms. Configuration focused on capturing caller source data tied to website sessions and preserving call metadata for marketing attribution and operational analysis. Operational coverage centers on the bank website and associated digital marketing channels, impacting marketing and inbound sales workflows responsible for lead capture and customer outreach. Governance and ongoing management are structured around maintaining tracking numbers and attribution fidelity, with data intended to feed marketing reporting and support caller handling processes.
CRM CRM 2019 2019
Customer Support CRM 2020 2020
Digital Advertising Platform CRM 2019 2019
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2021 2021
Bank of the James Financial Group, Inc. IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Cloud Platform (GCP) Application Hosting and Computing Services IaaS n/a 2021 2021
In 2021, Bank of the James Financial Group, Inc. deployed Google Cloud Platform to host and run its public website under the Application Hosting and Computing Services category. The Google Cloud Platform implementation provides hosted web assets and runtime compute for the bank's customer-facing site, leveraging typical hosting capabilities including managed compute, object storage for static content, content delivery layers, TLS certificate termination, and monitoring telemetry. The operational scope is the bank's public website and related digital channels, centralizing hosting and compute on Google Cloud Platform. Governance emphasis is on cloud configuration management, site deployment pipelines, and operational monitoring to maintain availability and security of web services.

IT Decision Makers and Key Stakeholders at Bank of the James Financial Group, Inc.

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Bank of the James Financial Group, Inc. Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Bank of the James Financial Group, Inc. IT executives and key decision makers. This section highlights Bank of the James Financial Group, Inc.'s latest recorded technology evaluations, including Fiserv Prologue for ERP Financial on 2026-04-15. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Bank of the James Financial Group, Inc. digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2026-04-15 Bank of the James Financial Group, Inc. Evaluated Fiserv Fiserv Prologue ERP Financial ERP
FAQ - APPS RUN THE WORLD Bank of the James Financial Group, Inc. Technographics
Bank of the James Financial Group, Inc. is a Banking and Financial Services organization based in United States, with around 153 employees and annual revenues of $38.8 million.
Bank of the James Financial Group, Inc. operates a diverse technology stack with applications such as Microsoft 365, CallRail Call Tracking and Google Cloud Platform (GCP), covering areas like Collaboration, Call Tracking and Recording and Application Hosting and Computing Services.
Bank of the James Financial Group, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, CallRail and Google.
Bank of the James Financial Group, Inc. recently adopted applications including CallRail Call Tracking in 2021, Hubspot Marketing Automation in 2021 and Google Cloud Platform (GCP) in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Bank of the James Financial Group, Inc.’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Bank of the James Financial Group, Inc.’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 of the James Financial Group, Inc. technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.