Washington, 20005, DC,
United States
Consumer Bankers Association Technographics
Consumer Bankers Association Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Consumer Bankers Association and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Consumer Bankers Association employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Consumer Bankers Association has purchased the following applications: Sage Intacct for ERP Financial in 2020, Microsoft 365 for Collaboration in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Consumer Bankers Association is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , Mimecast 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 Consumer Bankers Association revenues, which have grown to $1.0 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 Consumer Bankers Association 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.
Consumer Bankers Association Tech Stack and Enterprise Applications
Consumer Bankers Association ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Sage 100 (formerly MAS 90 & MAS 200) | Sage Intacct | ERP Financial | ERP | DSD Business Systems | 2020 | 2020 |
In 2020, Consumer Bankers Association migrated from Sage 100, formerly MAS 90 and MAS 200, to Sage Intacct. The organization deployed Sage Intacct as its ERP Financial application with DSD Business Systems acting as the implementation partner, aligning the finance platform to support a nonprofit membership and education revenue model that generates $15 million annually.
The implementation centered on core financial modules, notably the general ledger, journal entry processing, accounts management restructured using Sage Intacct dimensions, and document attachment capabilities to support audit workflows. DSD configured dimensions to replace account segment proliferation, dramatically shrinking a previously 50 page chart of accounts into a concise structure, and enabled in-place edits to journal entries with an audit trail, which simplified month end and closed-period adjustments.
Operational coverage included the CBA finance function and auditor access, with remote access and paperless processes proving critical when the pandemic began while the organization was already live on Sage Intacct. The project also incorporated a phased integration plan, DSD implemented Expensify to automate employee expense reporting and worked on integrating CBA’s membership application into Sage Intacct, a project that paused when the membership software changed its database structure.
Governance and process changes emphasized workflow simplification and user-level productivity, for example faster creation, duplication, and correction of journal entries, and on-the-fly customer additions within the general ledger workflow. CBA reported practical outcomes that include more efficient workflows, smoother audit support through attached source documents, and an accounting director estimate of roughly 30% time savings in day to day tasks following the Sage Intacct deployment.
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Consumer Bankers Association Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
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Consumer Bankers Association IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2019 | 2019 |
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Consumer Bankers Association CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Consumer Bankers Association
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Executive Vice President, Chief Administrative Officer | CXO | Operations | |
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Director of Finance & Benefits | Director | Finance | |
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Accounting Director | Director | Finance | |
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President & CEO | CXO | Operations | |
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Apps Being Evaluated by Consumer Bankers Association Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||