Cass Information Systems
12444 Powerscount DriveSuite 550,
Saint Louis, 63131, MO,
United States
Saint Louis, 63131, MO,
United States
1 314-506-5500
Banking and Financial Services
Cass Information Systems Technographics
Cass Information Systems Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cass Information Systems and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1116 Cass Information Systems employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cass Information Systems has purchased the following applications: Sage Intacct for ERP Financial in 2024, MercuryGate Claims for Insurance Claims Management in 2012, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Cass Information Systems is running and its propensity to invest more and deepen its relationship with Sage , MercuryGate International , Cisco Systems 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 Cass Information Systems revenues, which have grown to $150.0 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 Cass Information Systems 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.
Cass Information Systems Tech Stack and Enterprise Applications
Cass Information Systems ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2024 | 2024 |
In 2024 Cass Information Systems implemented Sage Intacct to support its ERP Financial operations, and the company lists Sage Intacct on its website as the chosen financial application. This deployment aligns the organization with a cloud-native, SaaS financial management platform, positioning Sage Intacct as the central ERP Financial system for corporate accounting activities.
The implementation focused on core financial management modules, with Sage Intacct configured for general ledger, accounts payable, accounts receivable, cash management, multi-entity consolidation, and financial reporting. Configuration work emphasized standardized chart of accounts, period close workflows and billing and revenue management capabilities typical of ERP Financial deployments, enabling consolidated financial visibility across accounting ledgers.
Operational ownership centers on finance and accounting functions, with the deployment expected to standardize transactional workflows and reporting cadence across the company. Governance and process changes include formalized close and reconciliation procedures, role-based access controls within Sage Intacct, and centralized financial controls to support auditability and month end discipline.
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Cass Information Systems ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MercuryGate International | Legacy | MercuryGate Claims | Insurance Claims Management | ERP Services and Operations | n/a | 2012 | 2012 |
In 2012, Cass Information Systems implemented MercuryGate Claims, leveraging the TranSolutions MercuryMyEZClaim freight-claims application to deliver a full-service insurance claims capability. This deployment is a Insurance Claims Management use focused on claims handling for Cass shipper clients in the United States, supporting both finance and operations functions since 2012.
The MercuryGate Claims implementation consolidated core claims workflows including structured claims intake, adjudication workflow orchestration, and visibility reporting to improve end-to-end claims processing and workflow automation. The solution configuration emphasized automated routing and exception handling consistent with Insurance Claims Management functional models, enabling standardized adjudication and audit trails across freight claims.
Operationally the platform was provisioned to serve Cass client-facing claims operations and internal finance teams in the United States, extending visibility to shipper clients and centralizing claims processing. Governance centered on standardized claims workflows and role-based processing to support consistent adjudication and operational control, while stated benefits included improved visibility and workflow automation for Cass and its shipper clients.
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Cass Information Systems Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017 Cass Information Systems began using Cisco Webex Meetings on their website, deploying Cisco Webex Meetings as their Audio Video and Web Conferencing solution to support live client interactions and internal collaboration. The implementation uses web-embedded meeting links and standard Webex client join flows to present synchronized audio and video sessions directly from cassinfo.com, positioning the application to handle scheduled meetings, ad hoc join requests, and browser-based participation.
Configuration focused on core conferencing capabilities within Cisco Webex Meetings, including meeting scheduling and registration, screen sharing and content collaboration, audio bridging and PSTN dial in support, and on demand recording of sessions. These functional modules were provisioned to enable both browser join and native client access, with meeting management controls applied at the tenant level to standardize participant permissions and moderator controls.
Operational coverage spans internal corporate communications and client-facing teams, where Cisco Webex Meetings is used to conduct customer meetings, product demonstrations, and cross-team coordination. Governance emphasizes standard meeting policies, role based access controls for hosts and attendees, and retention practices for recorded sessions to align conferencing use with corporate communication protocols.
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Collaboration | Collaboration |
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2018 | 2018 |
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Cass Information Systems Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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2021 | 2021 |
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Cass Information Systems CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Cass Information Systems 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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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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SD-WAN | IaaS |
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2016 | 2017 |
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Servers, Storage and Networking | IaaS |
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2012 | 2012 |
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Cass Information Systems 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Cass Information Systems
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Cass Information Systems Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cass Information Systems IT executives and key decision makers. This section highlights Cass Information Systems's latest recorded technology evaluations, including Openlink Rightangle for CTRM on 2024-08-27. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cass Information Systems digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-08-27 | Cass Information Systems | Evaluated | ION Investment Group | Openlink Rightangle | CTRM | TRM |
FAQ - APPS RUN THE WORLD Cass Information Systems Technographics
Cass Information Systems is a Banking and Financial Services organization based in United States,
with around 1116 employees and annual revenues of $150.0 million.
Cass Information Systems operates a diverse technology stack with applications such as
Sage Intacct, MercuryGate Claims and Cisco Webex Meetings,
covering areas like ERP Financial, Insurance Claims Management and Audio Video and Web Conferencing.
Cass Information Systems has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, MercuryGate International and Cisco Systems.
Cass Information Systems recently adopted applications including
Sage Intacct in 2024, DocuSign eSignature in 2021 and HubSpot CMS in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cass Information Systems’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Cass Information Systems’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 Cass Information Systems technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.