Cambridge, 2138, MA,
United States
Cambridge Trust Company (formerly Wellesley Bank) Technographics
Cambridge Trust Company (formerly Wellesley Bank) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cambridge Trust Company (formerly Wellesley Bank) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Cambridge Trust Company (formerly Wellesley Bank) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cambridge Trust Company (formerly Wellesley Bank) has purchased the following applications: Fiserv Cleartouch Bank Platform for Core Banking in 2015, Adobe Connect for Audio Video and Web Conferencing in 2020, Kentico Xperience CMS for Web Content Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cambridge Trust Company (formerly Wellesley Bank) is running and its propensity to invest more and deepen its relationship with Fiserv , Adobe Systems , Microsoft 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 Cambridge Trust Company (formerly Wellesley Bank) revenues, which have grown to $80.0 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 Cambridge Trust Company (formerly Wellesley Bank) 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.
Cambridge Trust Company (formerly Wellesley Bank) Tech Stack and Enterprise Applications
Cambridge Trust Company (formerly Wellesley Bank) ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Cleartouch Bank Platform | Core Banking | ERP Services and Operations | n/a | 2015 | 2023 |
In 2015, Cambridge Trust Company (formerly Wellesley Bank) deployed Fiserv Cleartouch Bank Platform as its Core Banking system, institutionalizing a single-vendor core for deposit and transaction processing. The implementation anchored core account lifecycle management across retail branches and centralized operations, positioning Fiserv Cleartouch Bank Platform as the authoritative system for customer accounts and transaction posting.
Configuration focused on standard Core Banking functional capabilities, including deposit account processing, customer information management, transaction posting engines, teller operations, check processing and branch capture imaging workflows, and general ledger interfacing. The deployment emphasized configuration of posting rules, balancing and reconciliation workflows, and imaging intake tied to branch capture processes to support day to day retail banking operations.
Operational coverage included branch operations, centralized operations and customer service, with the platform supporting front line teller workflows and back office posting and reconciliation. Integrations were implemented to support imaging and branch capture driven document flows and to unify teller and deposit processing into a central transaction ledger, preserving operational continuity across retail channels.
Governance centered on establishing standardized operating procedures and operational runbooks for account opening, transaction exception handling and balancing, combined with role based access controls and audit trails provided by the platform. The rollout proceeded with operational training for branch and operations staff and formalized handoffs between front line and back office teams to embed the Fiserv Cleartouch Bank Platform into daily banking workflows.
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Cambridge Trust Company (formerly Wellesley Bank) Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Cambridge Trust Company formerly Wellesley Bank implemented Adobe Connect on their website to provide Audio Video and Web Conferencing capabilities for client and internal-facing sessions. The deployment of Adobe Connect was positioned to support client engagement, virtual advisory meetings, and internal learning and development workflows across the organization of approximately 400 employees.
The implementation leveraged standard Audio Video and Web Conferencing capabilities such as hosted meeting rooms, content sharing, session recording, and virtual classroom workflows to enable ongoing interactive sessions directly from the corporate site. Adobe Connect was embedded into web pages to allow participants to join sessions without separate desktop client distribution, and session recording and content persistence were used to support asynchronous review.
Operational scope centered on corporate communications, client services, and HR training teams, with scheduling and session management governed through established meeting administration practices. The relationship is clear, Cambridge Trust Company implemented Adobe Connect as an Audio Video and Web Conferencing application to support business functions encompassing client engagement and internal collaboration.
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Collaboration | Collaboration |
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2021 | 2021 |
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Cambridge Trust Company (formerly Wellesley Bank) Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Kentico Software | Legacy | Kentico Xperience CMS | Web Content Management | Content Management | n/a | 2018 | 2018 |
In 2018, Cambridge Trust Company, formerly Wellesley Bank, implemented Kentico Xperience CMS. The bank uses Kentico Xperience CMS as its Web Content Management platform to power its external website and manage customer facing content.
The Kentico Xperience CMS deployment emphasizes standard Web Content Management capabilities including structured content authoring, page and template management, responsive site templates, staged publishing workflows, role based permissions, and digital asset handling. Operational ownership is centered on marketing and digital channels, with editorial governance enforced through approval workflows and content calendars to centralize content operations and maintain consistent customer experience across the site.
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Cambridge Trust Company (formerly Wellesley Bank) CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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2019 | 2019 |
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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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Cambridge Trust Company (formerly Wellesley Bank) TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2020 | 2020 |
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Cambridge Trust Company (formerly Wellesley Bank) 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Cambridge Trust Company (formerly Wellesley Bank) 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Cambridge Trust Company (formerly Wellesley Bank)
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Cambridge Trust Company (formerly Wellesley Bank) Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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