Cardconnect
1000 Continental Drive, Suite 300,
King of Prussia, 19406, PA,
United States
King of Prussia, 19406, PA,
United States
1 484-581-2200
Banking and Financial Services
Cardconnect Technographics
Cardconnect Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cardconnect and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Cardconnect employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cardconnect has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Clover POS for Point Of Sale in 2018, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cardconnect is running and its propensity to invest more and deepen its relationship with Intuit , Xero , Sage 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 Cardconnect revenues, which have grown to $589.0 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 Cardconnect 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.
Cardconnect Tech Stack and Enterprise Applications
Cardconnect ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, Cardconnect implemented Intuit Quickbooks Enterprise as its ERP Financial system. The rollout targeted the company finance and accounting organization at Cardconnect, a Banking and Financial Services firm with roughly 300 employees and reported revenue of 589000000.
The Intuit Quickbooks Enterprise implementation concentrated on core ERP Financial capabilities, including general ledger configuration, accounts payable processing, accounts receivable and invoicing workflows, financial reporting and close management. Configuration work emphasized a standardized chart of accounts, role based access controls and accounting period controls consistent with ERP Financial best practices.
Operational coverage centered on finance, accounting and treasury use cases, supporting month end close, bank reconciliation, invoicing and revenue recognition workflows across Cardconnect operations in the United States. The deployment of Intuit Quickbooks Enterprise included process alignment for transaction posting, reconciliations and audit trail capture to improve control and visibility into financial transactions.
Governance for the implementation emphasized user training, documented operating procedures and approval workflows to enforce segregation of duties and auditability. Hiring language noting that experience with Quickbooks a plus was used to ease adoption and accelerate proficiency among finance staff.
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ERP Financial | ERP |
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2010 | 2011 |
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ERP Financial | ERP |
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2020 | 2020 |
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Payment Processing | ERP |
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2020 | 2020 |
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Payment Processing | ERP |
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2018 | 2018 |
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Cardconnect ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Clover | Legacy | Clover POS | Point Of Sale | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Cardconnect deployed Clover POS to strengthen its merchant services offering within the banking channel. The Clover POS deployment targeted bank-referred and self-generated small business merchants, with field consultants meeting business owners at bank branches and at merchant locations to assess payment needs. The implementation supported Point Of Sale capabilities for card acceptance, device provisioning, and on-site transaction enablement for merchants working with a major local bank in Hawaii.
Configuration work centered on payment acceptance workflows, terminal and countertop device selection, and basic point of sale transaction processing consistent with Point Of Sale category capabilities. Cardconnect consultants performed merchant statement analysis to recommend optimal device profiles and fee structures, and they provisioned Clover POS hardware and basic card terminals based on each merchant business model. The full application name Clover POS is used during sales and onboarding conversations to align equipment selection with merchant transaction volumes and acceptance needs.
Operational integration emphasized merchant onboarding and account provisioning tied to the bank referral process, creating a linear workflow from initial bank introduction through equipment selection and live payment processing. The scope of the rollout was sales driven and focused on merchant acquisition, onboarding, and first day transaction readiness, with coverage concentrated in the bank channel and on-site merchant locations.
Governance and rollout followed a sales-led model, with merchant services consultants responsible for statement analysis, equipment recommendation, and provisioning decisions, and bank channel coordinators managing referrals and introductions. The consultant referenced was the top producer for 2018, indicating the implementation achieved measurable commercial traction in the target banking channel.
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Cardconnect Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Cardconnect implemented Microsoft 365 as its primary Collaboration platform. Microsoft 365 is referenced on Cardconnect's website and serves as the vendor-provided collaboration suite for corporate communication and document workflows.
The deployment leverages standard Microsoft 365 capabilities to support email, real-time chat and meetings, and cloud document management. Implementation centers on Exchange Online style messaging, Microsoft Teams style conferencing and chat, SharePoint Online style intranet and document libraries, and OneDrive for Business style file sync and personal storage to enable cross-functional collaboration and content sharing.
Operational coverage is across Cardconnect's corporate environment to support collaboration requirements typical in banking and financial services. Authentication and access are consolidated through tenant-level identity and access controls to provide single sign-on and centralized user provisioning across Microsoft 365 services.
Governance emphasizes administrative controls, data protection policies, and compliance-oriented configuration consistent with financial services operations. Administration includes tenant configuration, policy enforcement for information governance, and managed deployment of collaboration sites and user access to align with internal workflow and security requirements.
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Cardconnect CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2016 | 2016 |
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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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2013 | 2013 |
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Cardconnect ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incident Management | ITSM |
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2018 | 2018 |
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Cardconnect PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2016 | 2016 |
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Cardconnect 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Cardconnect 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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2020 | 2020 |
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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 Cardconnect
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Cardconnect Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cardconnect IT executives and key decision makers. This section highlights Cardconnect's latest recorded technology evaluations, including Microsoft Dynamics 365 Business Central for ERP Financial on 2026-01-02, Acumatica Cloud ERP for ERP Financial on 2025-12-19, and Workday Succession Planning for Succession and Leadership Planning on 2025-12-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cardconnect digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-01-02 | Cardconnect | Evaluated | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP |
| 2025-12-19 | Cardconnect | Evaluated | Acumatica | Acumatica Cloud ERP | ERP Financial | ERP |
| 2025-12-19 | Cardconnect | Evaluated | Workday | Workday Succession Planning | Succession and Leadership Planning | HCM |
| 2025-06-26 | Cardconnect | Evaluated |
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Dealership Management | ERP Services and Operations |
| 2025-04-16 | Cardconnect | Evaluated |
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Automotive Dealership CRM | CRM |
| 2025-03-23 | Cardconnect | Evaluated |
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Dealership Management | ERP Services and Operations |
| 2025-03-23 | Cardconnect | Evaluated |
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Dealership Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Cardconnect Technographics
Cardconnect is a Banking and Financial Services organization based in United States,
with around 300 employees and annual revenues of $589.0 million.
Cardconnect operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Clover POS and Microsoft 365,
covering areas like ERP Financial, Point Of Sale and Collaboration.
Cardconnect has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Clover and Microsoft.
Cardconnect recently adopted applications including
Zendesk Support Ticketing System in 2021, HubSpot Ads in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cardconnect’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Cardconnect’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 Cardconnect technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.