Overland Park, 66210, KS,
United States
CU Holding Company, LLC Technographics
CU Holding Company, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CU Holding Company, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 CU Holding Company, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CU Holding Company, LLC has purchased the following applications: Toast xtraCASH for Expense Management in 2015, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, Automattic Jetpack CRM for CRM 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 CU Holding Company, LLC is running and its propensity to invest more and deepen its relationship with Toast , Google , Automattic 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 CU Holding Company, LLC revenues, which have grown to $5.0 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 CU Holding Company, LLC 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.
CU Holding Company, LLC Tech Stack and Enterprise Applications
CU Holding Company, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Toast | Legacy | Toast xtraCASH | Expense Management | ERP | n/a | 2015 | 2015 |
In 2015, CU Holding Company, LLC implemented Toast xtraCASH as its Expense Management platform. Deployment concentrated on corporate finance and the executive office, with configuration extended to the holding company and its subsidiaries BYM Agency, XtraCash, MemberInsure, and SimpliFast Lending. The Executive Assistant to the CEO served as the procedural owner for executive expense workflows and day to day administration.
The implementation configured Toast xtraCASH modules for expense reporting, receipt capture, automated approval workflows, policy enforcement, and reconciliation, aligning with standard Expense Management functional patterns. Role based access controls and approval routing were established to centralize CEO expense approvals while enabling subsidiary finance teams to submit and review claims. Rollout emphasized standardized submission formats and approval SLAs to reduce ad hoc processing across business functions including finance and executive administration. Toast xtraCASH was articulated as the primary Expense Management application for CU Holding Company, LLC, supporting corporate spend governance and operationalized executive expense processing.
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CU Holding Company, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
In 2014, CU Holding Company, LLC implemented Google Workspace (Formerly Google G-Suite) as its primary Collaboration suite across the organization. The cloud hosted SaaS deployment uses Google Workspace for corporate email, productivity documents, shared Drive storage, and calendar scheduling, with provisioning and policy configuration managed through the Google Admin console. The full application name Google Workspace (Formerly Google G-Suite) is configured to support real time document collaboration and shared team workspaces, aligning Collaboration functionality with core corporate and back office workflows.
Google Workspace is used on their website and is administered centrally for user account provisioning and group membership. Governance includes account lifecycle management, user access controls, shared Drive organization, and standard security controls such as account recovery and two step verification, aligning administrative responsibility to IT and operations teams. The configuration emphasizes Collaboration platform workflows for finance and customer service functions, with folder and mail routing structures to support internal coordination and external communications.
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CU Holding Company, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2016 | 2016 |
In 2016, CU Holding Company, LLC deployed Automattic Jetpack CRM on their website. The implementation positions Automattic Jetpack CRM as the firmwide CRM for contact management and web-based lead capture, consolidating customer records generated through site interactions into a single, web-hosted repository.
Configuration emphasizes contact and company records, segmentation tags, and form-driven capture to support sales and client service workflows within a 50 person banking and financial services firm. The deployment centralizes customer-facing data on the corporate website, enables basic workflow orchestration and record ownership rules across front-office functions, and relies on internal administrators to manage configuration and data governance processes.
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CU Holding Company, LLC ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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CU Holding Company, LLC 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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2014 | 2014 |
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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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at CU Holding Company, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by CU Holding Company, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||