Citadel Credit Union
520 Eagleview Boulevard,
Exton, 19341, PA,
United States
Exton, 19341, PA,
United States
1 800-666-0191
Banking and Financial Services
Citadel Credit Union Technographics
Citadel Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Citadel 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 435 Citadel 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 Citadel Credit Union has purchased the following applications: UKG Pro Recruiting (ex UltiPro Recruiting) for Recruiting, Applicant Tracking System in 2016, Q2 Digital Banking Platform for Digital Banking in 2019, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Citadel Credit Union is running and its propensity to invest more and deepen its relationship with UKG , Q2 Software , NCR Voyix 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 Citadel Credit Union revenues, which have grown to $133.0 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 Citadel 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.
Citadel Credit Union Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Recruiting (ex UltiPro Recruiting) | Recruiting, Applicant Tracking System | HCM | n/a | 2016 | 2016 |
In 2016, Citadel Credit Union implemented UKG Pro Recruiting (ex UltiPro Recruiting) as its applicant tracking system, deploying the application as the public careers site ATS for the 435-employee financial institution. The implementation is explicitly aligned to the Recruiting,Applicant Tracking System category and uses the UKG Pro Recruiting job board hosted at recruiting.ultipro.com to surface job postings and capture candidate applications directly from the corporate careers site. Deployment centered on a SaaS-hosted configuration of UKG Pro Recruiting, with the vendor-hosted job board providing the public-facing job listing and application intake endpoint. The scope is focused on Talent Acquisition and HR, providing a single point for posting openings and initial candidate data collection.
Configuration work emphasized career site integration, job posting management, application form capture, and candidate tracking workflows consistent with Recruiting,Applicant Tracking System capabilities. The implementation consolidated candidate records into the UKG Pro Recruiting repository and standardized recruiter and hiring manager access patterns, enabling centralized review and selection workflows. Governance attention targeted requisition creation and approval flows and role-based access for HR and hiring managers, while operational coverage remained centered on Citadel Credit Union’s recruiting and HR functions across its United States operations.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q2 Software | Legacy | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Citadel Credit Union implemented Q2 Digital Banking Platform for Digital Banking. The implementation focused on retail and member services workflows at branch locations including East Norriton, PA, supporting frontline staff such as Senior Financial Service Representatives in account servicing and member-facing transactions. Q2 Digital Banking Platform was configured to support digital account opening, online account servicing, mobile and web banking access, digital payments, and workflow support for loan applications and referrals. The configuration supported transactional capabilities used by staff to perform deposits, withdrawals, account research, and to initiate loan processing steps, aligning digital channels with branch operations and teller workflows. The deployment operated alongside Episys and Synapsys systems as reflected in operational tooling used by staff, enabling account data lookup and transaction reconciliation between digital channels and core systems. Staff also used Microsoft Word, Excel, and Outlook in conjunction with the Q2 Digital Banking Platform to complete monthly reports, cash audits, and membership documentation. Operational coverage emphasized member services, retail branch teller operations, and loan referral workflows, with processes instrumented through Q2 and connected core systems to unify digital and branch-level activity.
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Digital Banking | ERP Services and Operations |
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2018 | 2018 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2012 | 2012 |
In 2012, Citadel Credit Union implemented LivePerson Conversational Cloud to add Chatbots and Conversational AI capabilities on its public website. The deployment uses the LivePerson Conversational Cloud application to provide web-embedded conversational interfaces for digital member engagement, explicitly aligning the vendor platform with online customer service and digital channel workflows.
The implementation focuses on conversational modules common to Chatbots and Conversational AI, including natural language intent classification, automated response flows, conversation orchestration, live agent handoff, and session management. Configuration centers on conversation design and automated scripting to triage inbound web inquiries, with analytics and reporting capabilities used to monitor conversational volumes and user intents.
Operational coverage is the corporate website, positioning the solution as the first touch for retail banking and member support requests, and it routes complex interactions to contact center agents through live agent escalation. The scope impacts customer service and digital channel operations rather than back-office banking systems, with the platform hosted as a cloud conversational layer embedded in the site’s client experience.
Governance includes conversational content management, ongoing dialog training, and escalation workflow rules to ensure consistent member handling and regulatory-aligned communications. Rollout and operationalization emphasize conversation monitoring, iterative script updates, and agent training on handoff protocols to maintain service continuity using LivePerson Conversational Cloud.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Online Meeting Scheduling | Collaboration |
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2022 | 2022 |
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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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2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Engagement | CRM |
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2021 | 2021 |
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Customer Engagement | CRM |
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2022 | 2023 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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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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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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IT Decision Makers and Key Stakeholders at Citadel Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Citadel Credit Union Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Citadel Credit Union IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Citadel Credit Union digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Citadel Credit Union Technographics
Citadel Credit Union is a Banking and Financial Services organization based in United States,
with around 435 employees and annual revenues of $133.0 million.
Citadel Credit Union operates a diverse technology stack with applications such as
UKG Pro Recruiting (ex UltiPro Recruiting), Q2 Digital Banking Platform and LivePerson Conversational Cloud,
covering areas like Recruiting, Applicant Tracking System, Digital Banking and Chatbots and Conversational AI.
Citadel Credit Union has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as UKG, Q2 Software and LivePerson.
Citadel Credit Union recently adopted applications including
Coconut Enterprise Appointment Scheduling in 2022, Lumin Platform in 2022 and Xandr Invest (ex AppNexus DSP) in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Citadel Credit Union’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Citadel Credit Union’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 Citadel Credit Union technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.