BOK Financial
Bank of Oklahoma Tower Boston Avenue at Second Street,
Tulsa, 74172, OK,
United States
Tulsa, 74172, OK,
United States
1 918-588-6000
Banking and Financial Services
BOK Financial Technographics
BOK Financial Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BOK Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4952 BOK 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 BOK Financial has purchased the following applications: Exela Lockbox for AR Automation in 2020, FIS Relius for Benefits Administration, Pension Administration in 2019, MicroStrategy ONE Analytics for Analytics and BI in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems BOK Financial is running and its propensity to invest more and deepen its relationship with Exela Technologies , Oracle , IgniteTech 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 BOK Financial revenues, which have grown to $1.97 billion 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 BOK 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.
BOK Financial Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exela Technologies | Legacy | Exela Lockbox | AR Automation | ERP Financial Management | n/a | 2020 | 2020 |
In 2020, BOK Financial implemented Exela Lockbox from Exela Technologies as part of its AR Automation deployment across remittance and lockbox operations. The rollout targeted multi-site lockbox processing supporting Kansas City, Missouri and Albuquerque, New Mexico operations, and was aligned with payments, branch management, and finance functions that handled $1.9B in remittance volume.
The Exela Lockbox implementation focused on standard AR Automation capabilities including image capture and routing, automated remittance posting, exception workflow handling, reconciliation orchestration, and embedded quality checks and SLA monitoring. Exela Lockbox was configured to support operational workflows and standard operating procedures created by the Payment Services organization, and the scope included software configuration, equipment provisioning, and on-site system installations.
Integrations in the operating environment included connections to the bank’s core banking platform FIS Global and the Transaction Management System TMS Regis 2.0, with document retention and user access occurring through OnBase Synergy client tooling as part of the overall solution estate. Operational coverage remained multi-state and multi-site, with centralized governance over remittance workflows and distributed processing at the Kansas City and Albuquerque lockbox centers.
Governance and process changes accompanied the technical deployment, with leadership establishing updated SOPs, SLAs, quality control checkpoints, and performance management for a team of 23 direct reports. Project management included a facility-wide equipment upgrade and a successful Transaction Management System upgrade, with budget oversight within a $1.1M annual allocation. Reported operational outcomes included elimination of departmental inefficiencies and zero percent errors after implementing the new workflows and controls, and a one-year turnaround to bring an acquired Albuquerque branch into compliance and profitability.
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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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2000 | 2000 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2019 | 2019 |
In 2019, BOK Financial implemented FIS Relius to centralize retirement plan administration under the Benefits Administration,Pension Administration category. The deployment supported the bank’s Retirement Plan Services team in Houston, providing production processing for a portfolio that included 170 defined contribution plans and associated participant records. BOK Financial FIS Relius Benefits Administration,Pension Administration Retirement Plan Services is the operational relationship driving payroll and participant lifecycle activity.
FIS Relius was configured to support core administration capabilities, including participant enrollment processing, allocation of participant and employer contributions, loan origination and early loan payoff handling, forfeiture processing, and rollover or transfer in transactions. Daily and cyclical activities were executed through Relius, with quality checks on enrollment forms and structured processing for payroll contributions and loan payments across plan cycles. The platform handled standard recordkeeping workflows expected of benefits and pension administration systems.
Operational integrations and governance emphasis included formatted payroll file ingestion, where staff formatted and uploaded clients’ payroll files into FIS Relius as requested, and routine reconciliation work to research and resolve cash and asset exceptions for each payroll and loan payment. Workflows were executed in compliance with applicable regulations, tax laws, and each plan’s governing document, and the Retirement Plan Services team coordinated directly with plan sponsors on contribution resolutions and exception remediation.
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Compensation Management | HCM |
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2018 | 2018 |
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Employee Engagement | HCM |
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2017 | 2017 |
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Learning and Development | HCM |
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2018 | 2018 |
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Onboarding | HCM |
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2018 | 2018 |
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Performance and Goal Management | HCM |
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2018 | 2018 |
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Recruiting Chatbot | HCM |
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2021 | 2021 |
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MicroStrategy | Legacy | MicroStrategy ONE Analytics | Analytics and BI | Analytics and BI | n/a | 2013 | 2018 |
In 2013, BOK Financial implemented MicroStrategy ONE Analytics as its Analytics and BI platform for consumer reporting and workforce analytics. The MicroStrategy ONE Analytics deployment was positioned to support Consumer Market reporting, Customer Experience dashboards, and weekly forecasting and scheduling processes for Banking Center employees.
Implementation work centered on developing Oracle and Microsoft SQL code to populate consumer market reports and on creating and maintaining dynamic dashboards within MicroStrategy developer/web for Customer Experience. The program also included running weekly forecasting and scheduling processes for Banking Center staff, authoring business and functional requirements, performing testing on WorkForce Management enhancements, and troubleshooting automated jobs, dashboards, and SQL reporting code.
Architecturally the deployment integrated MicroStrategy ONE Analytics with Oracle and Microsoft SQL database sources and operated alongside automated job scheduling to feed dashboards and forecasting routines. Operational coverage explicitly spanned Consumer Market reporting, Banking Center workforce scheduling, and Customer Experience teams, with scheduled jobs and dashboard updates forming the primary data delivery cadence.
Governance practices emphasized formal requirements and testing cycles, with ongoing operational support responsible for testing WorkForce Management enhancements and resolving issues in automated jobs, dashboards, or SQL code. The implementation narrative reflects a sustained focus on analytics engineering, dashboard lifecycle management, and operational troubleshooting within BOK Financial.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Online Meeting Scheduling | Collaboration |
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2018 | 2018 |
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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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2021 | 2021 |
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Contract Lifecycle Management | Content Management |
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2013 | 2013 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Analytics | 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 Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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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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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2007 | 2007 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2014 | 2014 |
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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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2016 | 2016 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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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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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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2018 | 2018 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2012 | 2012 |
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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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2021 | 2021 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Retirement Recordkeeping | Professional Services |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at BOK Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by BOK Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD BOK Financial Technographics
BOK Financial is a Banking and Financial Services organization based in United States,
with around 4952 employees and annual revenues of $1.97 billion.
BOK Financial operates a diverse technology stack with applications such as
Exela Lockbox, FIS Relius and MicroStrategy ONE Analytics,
covering areas like AR Automation, Benefits Administration, Pension Administration and Analytics and BI.
BOK Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Exela Technologies, FIS Global and MicroStrategy.
BOK Financial recently adopted applications including
Paradox Olivia Chatbot in 2021, Microsoft 365 in 2021 and Office Timeline in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of BOK Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates BOK Financial’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 BOK Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.