CoastHills Credit Union
751 Marsh St,
San Luis Obispo, 93401, CA,
United States
San Luis Obispo, 93401, CA,
United States
1 805-733-7600
Professional Services
CoastHills Credit Union Technographics
CoastHills Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CoastHills 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 258 CoastHills 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 CoastHills Credit Union has purchased the following applications: NCR Voyix D3 for Digital Banking in 2020, Microsoft 365 for Collaboration in 2018, Telerik Sitefinity CMS for Web Content Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CoastHills Credit Union is running and its propensity to invest more and deepen its relationship with NCR Voyix , MeridianLink , Microsoft 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 CoastHills Credit Union revenues, which have grown to $40.0 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 CoastHills 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.
CoastHills Credit Union Tech Stack and Enterprise Applications
CoastHills Credit Union ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NCR Voyix | Legacy | NCR Voyix D3 | Digital Banking | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, CoastHills Credit Union implemented NCR Voyix D3 as its Digital Banking solution. The credit union uses NCR Voyix D3 on its public website to deliver member-facing online banking services and to consolidate web channel account servicing.
NCR Voyix D3 was configured to support core Digital Banking workflows including online account access, transaction history, internal funds transfer, bill pay and self-service account management, reflecting standard functional modules for a web banking platform. The deployment emphasizes responsive web delivery and web-based authentication and session management to support retail members accessing accounts through the site.
Operational scope centers on digital channels, retail banking operations and IT, with the website channel serving as the primary point of member engagement for NCR Voyix D3. Governance and configuration follow standard release and change control practices for web banking platforms, with ongoing management of user entitlements, product configuration and customer-facing content within NCR Voyix D3.
|
|
|
|
|
Loan Management | ERP Services and Operations |
|
2021 | 2021 |
|
CoastHills Credit Union Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018 CoastHills Credit Union deployed Microsoft 365 to provide Collaboration capabilities across its organization. Microsoft 365 is used on their public website and serves as the tenant-level collaboration platform supporting member services, operations, and branch staff workflows.
The deployment included standard Microsoft 365 functional modules aligned to Collaboration needs, with Exchange Online for email, SharePoint Online for intranet content and document libraries, Microsoft Teams for real time collaboration and meetings, OneDrive for user file synchronization, and Azure Active Directory for identity and access management. Configuration and provisioning details reflect a cloud-hosted Microsoft 365 tenant model with role-based administrative boundaries and user provisioning matched to organizational roles.
Integration and governance focused on tenant administration and web presence, with Microsoft 365 integrated into the website experience as noted in site source metadata. Governance elements inferred from the Collaboration category include centralized identity controls, administrative role segregation, and content access policies to manage member and staff data across corporate and branch operations in the United States.
|
|
|
|
|
Survey and Questionnaire | Collaboration |
|
2018 | 2018 |
|
CoastHills Credit Union Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Progress Software | Legacy | Telerik Sitefinity CMS | Web Content Management | Content Management | n/a | 2018 | 2018 |
In 2018, CoastHills Credit Union deployed Telerik Sitefinity CMS on its public website. CoastHills Credit Union uses Telerik Sitefinity CMS as its Web Content Management platform to support marketing, member communications, and public digital experience management.
The implementation centers on core Web Content Management capabilities including page and template management, content authoring and editorial workflow, and digital asset management to support site updates and campaign content. Telerik Sitefinity CMS is positioned to deliver responsive page rendering and role based content publishing, enabling marketing and communications teams to manage site content without developer intervention.
Operational governance emphasizes editorial workflows and role separation between content authors and approvers, with the CMS retaining control of publishing lifecycles and versioning. The deployment serves the corporate public website and aligns the Web Content Management application with departmental content processes across marketing and member services.
|
CoastHills Credit Union CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
CoastHills Credit Union PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Project Portfolio Management | PPM |
|
2019 | 2019 |
|
CoastHills Credit Union TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
AML, Fraud and Compliance | TRM |
|
2017 | 2017 |
|
CoastHills Credit Union PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2020 | 2020 |
|
CoastHills Credit Union IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at CoastHills Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by CoastHills Credit Union Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CoastHills Credit Union IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CoastHills Credit Union digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD CoastHills Credit Union Technographics
CoastHills Credit Union is a Professional Services organization based in United States,
with around 258 employees and annual revenues of $40.0 million.
CoastHills Credit Union operates a diverse technology stack with applications such as
NCR Voyix D3, Microsoft 365 and Telerik Sitefinity CMS,
covering areas like Digital Banking, Collaboration and Web Content Management.
CoastHills Credit Union has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as NCR Voyix, Microsoft and Progress Software.
CoastHills Credit Union recently adopted applications including
MeridianLink Consumer (ex LoansPQ) in 2021, NCR Voyix D3 in 2020 and Benchmark Mail in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CoastHills Credit Union’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CoastHills 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 CoastHills Credit Union technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.