Oakland, 94607-4084, CA,
United States
Chevron Federal Credit Union Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Chevron Federal Credit Union and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 185 Chevron Federal Credit Union employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Chevron Federal Credit Union has purchased the following applications: Blue Sage Loan Origination System for Loan Management in 2024, DocuSign eSignature for Digital Signing in 2020, Hotjar for Customer Experience in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Chevron Federal Credit Union is running and its propensity to invest more and deepen its relationship with Blue Sage Solutions , DocuSign , Progress Software 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 Chevron Federal Credit Union revenues, which have grown to $20.0 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 Chevron Federal Credit Union 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Blue Sage Solutions | Legacy | Blue Sage Loan Origination System | Loan Management | ERP Services and Operations | n/a | 2024 | 2024 |
In 2024, Chevron Federal Credit Union implemented Blue Sage Loan Origination System as part of Blue Sage Solutions' cloud-based Digital Lending Platform to modernize mortgage origination and improve member digital experiences. The Blue Sage Loan Origination System deployment used LION Consumer POS and LOS components under the Loan Management category to centralize consumer mortgage origination and retail lending workflows.
The implementation emphasized an API-first architecture with explicit integrations for title ordering, pricing engines, and compliance services to support automated quote-to-close workflows. Configuration focused on LION Consumer POS intake, LOS decisioning and document management capabilities, and orchestration of downstream saleable loan packaging. Automation and workflow rules were applied to streamline application intake, pricing, underwriting handoffs, and closing orchestration.
The U.S. deployment was executed with operational coverage from the credit union's California headquarters across consumer lending and mortgage origination functions, and it prioritized API integration points to reduce manual touchpoints. Governance concentrated on compliance orchestration and standardizing quote-to-close processes to produce compliant, saleable loans as stated project goals. Chevron Federal Credit Union Blue Sage Loan Origination System Loan Management supported the credit union's objective to centralize mortgage origination and improve member digital experience.
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Point Of Sale | ERP Services and Operations |
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2024 | 2024 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2020 | 2020 |
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Web Content Management | Content Management |
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2014 | 2014 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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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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2020 | 2020 |
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IT Service Management | ITSM |
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2020 | 2020 |
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Remote Monitoring and Management | ITSM |
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2021 | 2021 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management, iPaaS (Integration Platform as a Service) | PaaS |
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2020 | 2020 |
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Apps Development | PaaS |
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2020 | 2020 |
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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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2021 | 2021 |
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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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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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