AI Buyer Insights:

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

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● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

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● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

Chevy Chase Trust
Location
7501 Wisconsin Ave #1500w,
Bethesda, 20814, MD,
United States
Website
https://www.chevychasetrust.com/
Phone
1 240-497-5000
Artw industry
Banking and Financial Services
Employee
Revenue

Chevy Chase Trust Technographics

Chevy Chase Trust Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Chevy Chase Trust and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Chevy Chase Trust employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Chevy Chase Trust has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021, Automattic Jetpack CRM for CRM 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 Chevy Chase Trust is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , DocuSign 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 Chevy Chase Trust revenues, which have grown to $15.0 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 Chevy Chase Trust 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.

Chevy Chase Trust Tech Stack and Enterprise Applications

Chevy Chase Trust Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2020 2020
In 2020 Chevy Chase Trust implemented Zoom as its Audio Video and Web Conferencing solution and embedded Zoom functionality directly on the firm website. The deployment positions Zoom as the primary audio, video, and web conferencing channel accessible via browser join flows and scheduled meeting links. Zoom provides standard functional modules including real time video, audio, screen sharing, and web meeting orchestration to support client engagement and remote collaboration. The integration on the website indicates a web-facing deployment model that exposes meeting join and scheduling capabilities to external users while also supporting internal meeting workflows, and Chevy Chase Trust Zoom Audio Video and Web Conferencing supports both client-facing engagement and internal remote meeting functions.
Collaboration Collaboration 2020 2020
Chevy Chase Trust Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2021 2021
In 2021, Chevy Chase Trust implemented DocuSign eSignature as a Digital Signing solution on its public website. Chevy Chase Trust used DocuSign eSignature to enable client-facing document workflows and to capture legally binding electronic signatures through browser-based sessions. The deployment emphasized embedded signing and web signing flows to present and complete signature envelopes without requiring in-branch or paper-based execution. DocuSign eSignature was configured with templates, signing workflows, authentication controls, and audit trail capabilities to govern document lifecycle and compliance. Integration was limited to the corporate website, where envelopes are generated and delivered to clients in-session, and operational ownership was assigned to client services and operations with updated signature workflow and retention practices to standardize execution and recordkeeping.
Enterprise Content Management Content Management 2015 2015
Chevy Chase Trust CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy Automattic Jetpack CRM CRM CRM n/a 2020 2020
In 2020, Chevy Chase Trust implemented Automattic Jetpack CRM on its website. The deployment is a site-integrated Automattic Jetpack CRM instance used to capture client inquiries and maintain centralized contact records, with the application serving as the firm level CRM touchpoint on the public site. Functionally the Automattic Jetpack CRM implementation covers contact management, web form lead capture, client record consolidation, and email engagement workflows, aligning CRM capabilities with client services, relationship management, and marketing operations. Governance is managed through site level administration and user role controls to segregate access across client service and marketing teams, and operational processes emphasize web driven intake, record enrichment, and ongoing client communications.
Marketing Automation CRM 2017 2017
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Chevy Chase Trust Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2017 2018
Portfolio and Investment Management Investment Management 2017 2017
Chevy Chase Trust IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Chevy Chase Trust CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Web Gateways (SWG) CyberSecurity 2013 2013

IT Decision Makers and Key Stakeholders at Chevy Chase Trust

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Chevy Chase Trust Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Chevy Chase Trust IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Chevy Chase Trust digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Chevy Chase Trust Technographics
Chevy Chase Trust is a Banking and Financial Services organization based in United States, with around 150 employees and annual revenues of $15.0 million.
Chevy Chase Trust operates a diverse technology stack with applications such as Zoom, DocuSign eSignature and Automattic Jetpack CRM, covering areas like Audio Video and Web Conferencing, Digital Signing and CRM.
Chevy Chase Trust has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoom Video Communications, DocuSign and Automattic.
Chevy Chase Trust recently adopted applications including DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and Zoom in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Chevy Chase Trust’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Chevy Chase Trust’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 Chevy Chase Trust technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.