Canandaigua, 14424, NY,
United States
Canandaigua National Bank Technographics
Canandaigua National Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Canandaigua National Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 650 Canandaigua National 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 Canandaigua National Bank has purchased the following applications: ADP Workforce Now for Core HR in 2012, Fiserv DNA Bank Platform for Core Banking in 2020, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Canandaigua National Bank is running and its propensity to invest more and deepen its relationship with ADP , Fiserv , nCino 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 Canandaigua National Bank revenues, which have grown to $182.0 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 Canandaigua National 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.
Canandaigua National Bank Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2012 | 2000 |
In 2012, Canandaigua National Bank implemented ADP Workforce Now as its Core HR platform to centralize HR and payroll operations across the institution. The deployment was positioned to support company‑wide HR recordkeeping and payroll processing for approximately 650 employees and to serve HR, payroll, and finance business functions.
ADP Workforce Now was configured to run bi-weekly payroll cycles, calculate payroll tax and deductions, maintain employee HR records, and generate the full set of payroll outputs. Explicitly, the implementation processes bi-weekly payroll and generates all general ledger journal entries as part of the payroll run, with ADP Workforce Now acting as the system of record for payroll transactions and related staffing data.
Operational architecture included automated posting of payroll journal entries into the bank general ledger environment and structured approval workflows for payroll runs and reconciliations. Governance centered on joint HR and finance controls for payroll authorization, payroll to GL reconciliation procedures, and ongoing administration of employee data within ADP Workforce Now, aligning Core HR and payroll processing with the bank's finance and HR operating processes.
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Recruiting, Applicant Tracking System | HCM |
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2015 | 2015 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv DNA Bank Platform | Core Banking | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Canandaigua National Bank implemented Fiserv DNA Bank Platform as its Core Banking solution to centralize core loan servicing and onboarding workflows. The Fiserv DNA Bank Platform was deployed to support the bank’s Loan Operations function and the daily tasks performed by Loan Operations Representatives, including account onboarding, transaction processing, and data entry and verification for the CNB Loan Portfolio.
The implementation emphasized functional capabilities aligned with Core Banking, including core loan servicing ledger functions, loan account onboarding and maintenance, interest accrual calculations, processing of loan transactions, system generated exception reporting, and electronic document handling. The platform configuration supported compliance-related activities, enabling staff to execute processes and maintain records required by the Flood Disaster Protection Act, Fair Credit Reporting Act, Real Estate Settlement Procedures Act, and Homeowners Protection Act.
Operational coverage centered on the Loan Operations department and customer-facing personnel who collaborate across retail and servicing teams, with the Fiserv DNA Bank Platform supporting cross-area workflows and inquiry resolution. Day-to-day use cases documented during implementation included clerical duties such as electronic filing, data uploads and verification, monitoring and acting on exception reports, resolving routine lifecycle issues, and producing assigned written reports.
Governance and workforce enablement were part of the rollout, with processes to support on-the-job training for Loan Operations Representatives, role-based workstreams for handling compliance tasks, and operational procedures for timely response to inquiries. The implementation narrative ties Canandaigua National Bank, Fiserv DNA Bank Platform, and Core Banking to the bank’s loan servicing operations and the competencies required of staff operating the system.
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Core Banking | ERP Services and Operations |
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2019 | 2019 |
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Loan Management | ERP Services and Operations |
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2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Canandaigua National Bank implemented Microsoft 365 as its Collaboration platform. The company website references Microsoft 365, confirming the cloud productivity suite is part of the bank's collaboration footprint and public technology signals.
Microsoft 365 is used to deliver core Collaboration capabilities including Exchange Online email, SharePoint content management, Teams real-time communication, OneDrive file storage, and Office productivity apps, which align with internal communications, document lifecycle management, meeting and calendar workflows, and secure file sharing. The implementation supports corporate teams and business functions across the bank, structuring collaboration and content workflows within the organization.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2011 | 2011 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2011 | 2011 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2019 | 2019 |
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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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2021 | 2021 |
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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 Canandaigua National Bank
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Canandaigua National Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||