Coastal Finance
5113-D Hwy 70,
Morehead City, 28557, NC,
United States
Morehead City, 28557, NC,
United States
1 252-22-0000
Banking and Financial Services
Coastal Finance Technographics
Coastal Finance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Coastal Finance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Coastal Finance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Coastal Finance has purchased the following applications: Repay Payment Processing for Payment Processing in 2019, absVision for Loan Management in 2014, Google Workspace (Formerly Google G-Suite) 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 Coastal Finance is running and its propensity to invest more and deepen its relationship with Repay Holdings , Allied Business Systems , Google 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 Coastal Finance revenues, which have grown to $6.0 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 Coastal Finance 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.
Coastal Finance Tech Stack and Enterprise Applications
Coastal Finance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Repay Holdings | Legacy | Repay Payment Processing | Payment Processing | ERP | n/a | 2019 | 2019 |
In 2019, Coastal Finance implemented Repay Payment Processing on its public website. Repay Payment Processing was deployed as the companys Payment Processing layer to handle online customer payments and checkout workflows for the banking and financial services firm. The web-integrated implementation ties payment acceptance directly into customer-facing flows and aligns with customer service and payments operations.
Configuration work for Repay Payment Processing focused on standard Payment Processing capabilities, including payment acceptance, tokenization for stored credentials, hosted or embedded checkout flows, and settlement configuration for card and ACH transactions. Operational coverage centers on the company website and impacts customer support, lending operations, and accounting for transaction reconciliation workflows. Governance emphasized transaction logging, settlement reporting, and controls consistent with payment industry requirements, with the implementation scoped to site-level web integration rather than broader ERP or core banking system replacements.
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Coastal Finance ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Allied Business Systems | Legacy | absVision | Loan Management | ERP Services and Operations | n/a | 2014 | 2014 |
In 2014, Coastal Finance implemented absVision as its loan master system to support core servicing and collections operations under the Loan Management category. The deployment positioned absVision as the central repository for loan account records, repayment terms, balances, and customer interaction history.
Configuration emphasized loan master records, payment posting, customer service case handling, and delinquency workflows consistent with Loan Management functionality. Coastal Finance staff used absVision to take payments, make payment arrangements on delinquent accounts, and resolve customer concerns through documented case workflows.
Operational ownership was concentrated in customer service and collections teams, with day to day use by frontline staff performing customer service duties and collections activities. Documentation and reporting workflows leveraged Microsoft Office applications such as Word and Excel for correspondence, payment schedules, and internal reporting, while governance focused on standardized case handling and payment arrangement procedures recorded in absVision.
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Coastal Finance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Coastal Finance implemented Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform for corporate productivity and client-facing communications. The deployment is described as a cloud-hosted, web-native productivity stack serving the company’s staff and web interactions with Google Workspace (Formerly Google G-Suite) visible on the corporate website.
The implementation centers on standard Google Workspace functional modules, including Gmail for corporate email, Google Drive for centralized file storage, Google Docs, Sheets and Slides for collaborative document editing, and Google Calendar for scheduling. Administrative capabilities are managed through the Google Workspace admin console, with directory and access controls, group-based sharing policies, and device management configured to support secure remote and mobile access.
Operational scope covers company-wide adoption across Coastal Finance’s 50 employees, supporting core business functions such as finance operations and client services, and enabling browser and mobile access for internal and client workflows. The architecture is cloud-first, with user access delivered via web clients and native mobile apps consistent with Collaboration deployments of this scale.
Governance is implemented through centralized administration in the Google Workspace admin console, driven by role-based user provisioning, group policy controls, and data sharing restrictions appropriate for a financial services environment. Configuration emphasizes centralized identity management, administrative controls, and document sharing governance to align Collaboration functionality with the company’s operational needs.
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Coastal Finance CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2019 | 2019 |
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Coastal Finance 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Coastal Finance
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Coastal Finance Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Coastal Finance IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Coastal Finance digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Coastal Finance Technographics
Coastal Finance is a Banking and Financial Services organization based in United States,
with around 50 employees and annual revenues of $6.0 million.
Coastal Finance operates a diverse technology stack with applications such as
Repay Payment Processing, absVision and Google Workspace (Formerly Google G-Suite),
covering areas like Payment Processing, Loan Management and Collaboration.
Coastal Finance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Repay Holdings, Allied Business Systems and Google.
Coastal Finance recently adopted applications including
Repay Payment Processing in 2019, Automattic Jetpack CRM in 2019 and Rackspace Cloud in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Coastal Finance’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Coastal Finance’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 Coastal Finance technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.