Newark​, 43056-1165, OH,
United States
Connect First Credit Union Technographics
Connect First Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Connect First 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 700 Connect First 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 Connect First Credit Union has purchased the following applications: UKG Pro Compensation (ex UltiPro Compensation) for Compensation Management in 2015, Microsoft 365 for Collaboration in 2017, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Connect First Credit Union is running and its propensity to invest more and deepen its relationship with UKG , 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 Connect First Credit Union revenues, which have grown to $420.0 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 Connect First 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.
Connect First Credit Union Tech Stack and Enterprise Applications
Connect First Credit Union HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Compensation (ex UltiPro Compensation) | Compensation Management | HCM | n/a | 2015 | 2015 |
In 2015, Connect First Credit Union implemented UKG Pro Compensation (ex UltiPro Compensation) to address Compensation Management for its HR and talent functions. The initiative was part of a broader push to adopt additional UltiPro modules, and it targeted HR and recruitment workflows for the 700-employee retail credit union.
The deployment emphasized configuration of core compensation management capabilities consistent with the Compensation Management category, including compensation planning cycles, pay structure administration, and approval workflow orchestration. Project governance positioned the HR lead as the primary HR resource on the project team, collaborating directly with IT and the UKG vendor to coordinate configuration, user acceptance, and rollout activities across recruiting and compensation processes.
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Core HR | HCM |
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2015 | 2015 |
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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Connect First Credit Union Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Connect First Credit Union implemented Microsoft 365 as its Collaboration platform. The deployment was provisioned for the organization’s 700 employees and is noted as being used on their public website, establishing Microsoft 365 as the central collaboration layer for corporate and branch staff.
The implementation concentrated on standard Microsoft 365 modules including Exchange Online for email, SharePoint Online for intranet and team sites, OneDrive for file sync and personal storage, Microsoft Teams for unified communications, and Office client applications for productivity. Configuration work included mailbox and document library provisioning, tenant configuration for multi-site access, and rollout of collaboration templates to standardize team workspaces and document sharing.
Operational integration included connection between the Microsoft 365 tenant and the public website through surface-level usage reported on the site, and identity and access controls managed within the Microsoft 365 ecosystem. The deployment supported core business functions such as member services, branch operations, marketing, and back-office administration by providing collaborative messaging, document management, and meeting orchestration capabilities.
Governance was implemented using centralized administration in the Microsoft 365 admin center, with role based access control, compliance settings for content retention, and policy driven sharing restrictions to align with financial services requirements. Rollout emphasized standardized provisioning and content governance to reduce administrative overhead and to create consistent workflows across departments.
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Connect First Credit Union 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 Connect First Credit Union deployed DocuSign eSignature as a Digital Signing capability on its public website. The implementation embeds DocuSign eSignature into member-facing web flows to capture legally binding signatures for online agreements, consent forms, and application documents. Configuration emphasized browser-based signing ceremony, secure authentication prompts, and the generation of tamper-evident audit trails and certificates of completion to support compliant electronic execution.
Operational coverage is concentrated on customer-facing channels, with use scoped to the public website and digital onboarding pathways for agreement execution. Governance aligned to e-signature best practices, including consent capture, signed document retention, and audit trail preservation, while system settings were tuned for web embedding and authentication control. The DocuSign eSignature deployment reflects a focused application of Digital Signing technology to manage online agreement workflows within Connect First Credit Union’s member services environment.
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Web Content Management | Content Management |
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2016 | 2016 |
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Connect First Credit Union CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Connect First Credit Union TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2014 | 2014 |
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Connect First Credit Union 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Connect First Credit Union CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Connect First Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
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| Chief Credit and Risk Officer | CXO | Risk | ||||
| Chief Financial Officer | CXO | Finance | ||||
| Treasurer | Manager | Treasury |
Apps Being Evaluated by Connect First Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||