Compeer Financial
2600 Jenny Wren Trail,
Sun Prairie, 53590, WI,
United States
Sun Prairie, 53590, WI,
United States
1 844-426-6733
Banking and Financial Services
Compeer Financial Technographics
Compeer Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Compeer Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1400 Compeer Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Compeer Financial has purchased the following applications: OnBase for AP for AP Automation in 2017, Odessa Platform for Lease Management in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Compeer Financial is running and its propensity to invest more and deepen its relationship with Hyland , Infor , Odessa 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 Compeer Financial revenues, which have grown to $477.0 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 Compeer Financial 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.
Compeer Financial Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hyland | Legacy | OnBase for AP | AP Automation | ERP Financial Management | n/a | 2017 | 2017 |
In 2017 Compeer Financial implemented OnBase for AP as its AP Automation solution, consolidating accounts payable document management and workflow following the July 2017 merger of three agriculture finance organizations. The decision leveraged an existing OnBase footprint originating from Badgerland Financial and positioned OnBase for AP as the enterprise document management and AP workflow backbone for the merged organization.
The deployment emphasized AP Automation capabilities, including automated invoice capture with OCR and metadata extraction, configurable invoice matching and exception routing, and approval workflow orchestration within OnBase for AP. Configurations also addressed document lifecycle management, searchable archival and audit trail instrumentation to support accounting controls and month end processes.
Integration scope was defined around connecting OnBase for AP to core accounting and general ledger systems, enterprise authentication directories for single sign on, and email based workflow notifications, using standard connector patterns to minimize bespoke interfaces. Operational coverage targeted accounts payable and finance teams across 47 offices serving 144 counties in Illinois, Minnesota, and Wisconsin, consolidating AP document handling from the merged entities.
Governance established centralized process ownership and standardized approval and retention policies, reusing established OnBase process templates and institutional knowledge from the prior Badgerland deployment to accelerate configuration and training. The rollout prioritized unifying AP processing under a single system and standardizing workflows and document governance across the organization.
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ERP Financial | ERP Financial Management |
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2019 | 2019 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Odessa | Legacy | Odessa Platform | Lease Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Compeer Financial implemented the Odessa Platform as its Lease Management solution to deliver end-to-end automation for its asset finance portfolio. The deployment aimed to unify front-end and back-end technology under a single platform to provide an agile foundation that supports ongoing growth and evolving business needs.
The Odessa Platform implementation established a single global system of record for Compeer's asset finance portfolios, consolidating lease and loan management workflows, asset accounting touchpoints, and configurable process controls. Compeer used the platform to standardize internal processes company-wide, leveraging configurable business rules and workflow configuration to align technology with operational process changes.
Operational coverage focused on core asset finance functions including underwriting, servicing, accounting and risk management as they relate to loans and leases across Compeer's footprint in Minnesota, Wisconsin and Illinois. The deployment centralized visibility and administrative tasks for asset portfolios that serve more than 43,000 clients, supporting both front-office and back-office operations.
Governance changes emphasized process standardization and a centralized system of record to enable real-time visibility into business operations. Outcomes articulated alongside the implementation included reduced administrative complexity, greater operational efficiencies, and the ability to spend more time on business goals and strategy, supported by Odessa Platform's single code base and regular delivery cadence.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 Compeer Financial deployed Cisco Webex Meetings for Audio Video and Web Conferencing on its corporate website. Cisco Webex Meetings is implemented as the public-facing conferencing layer to provide browser-based join flows and hosted meeting sessions delivered by Cisco Systems.
The implementation leverages core Cisco Webex Meetings capabilities including HD video, screen sharing, meeting recording, participant management, and scheduling workflows to support client engagement and internal collaboration. Deployment is web-embedded on compeer.com to enable meeting launch and attendee controls directly from site pages, and it is governed through centralized meeting administration and access control processes to align conferencing use with enterprise collaboration policies.
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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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Intelligent Document Processing | 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 Experience | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2015 |
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Tag Management | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance 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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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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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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2017 | 2017 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Compeer Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Compeer Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Compeer Financial IT executives and key decision makers. This section highlights Compeer Financial's latest recorded technology evaluations, including ServiceNow Virtual Agent for Chatbots and Conversational AI on 2024-11-11. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Compeer Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Compeer Financial Technographics
Compeer Financial is a Banking and Financial Services organization based in United States,
with around 1400 employees and annual revenues of $477.0 million.
Compeer Financial operates a diverse technology stack with applications such as
OnBase for AP, Odessa Platform and Cisco Webex Meetings,
covering areas like AP Automation, Lease Management and Audio Video and Web Conferencing.
Compeer Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Hyland, Odessa and Cisco Systems.
Compeer Financial recently adopted applications including
DocuSign eSignature in 2021, Ocrolus in 2021 and Xandr Invest (ex AppNexus DSP) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Compeer Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Compeer Financial’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 Compeer Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.