Beaumont, 77706, TX,
United States
Education First Credit Union Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Education 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 70 Education 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 Education First Credit Union has purchased the following applications: ADP Workforce Now for Core HR in 2021, Ruby Live Chat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Education First Credit Union is running and its propensity to invest more and deepen its relationship with ADP , Ruby , 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 Education First Credit Union revenues, which have grown to $7.0 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 Education 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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2021 | 2021 |
In 2021, Education First Credit Union implemented ADP Workforce Now for Core HR. The 70-employee United States credit union exposes ADP Workforce Now on its public website to provide web-accessible HR services and employee access points.
The deployment centers on Core HR capabilities common to the ADP Workforce Now platform, including HRIS record management, payroll administration, benefits enrollment, time and attendance and employee self-service workflows. Configuration emphasis for a small financial services employer likely focused on user provisioning, role-based access control and payroll scheduling to align with periodic pay cycles.
Operational scope targets HR and payroll business functions across the organization, enabling managers and staff to interact with pay statements, benefits information and routine HR transactions through the institution's website. Governance considerations align with centralized HR administrative ownership, with controls around access, payroll processing cadence and data stewardship to meet banking industry operational expectations.
ADP Workforce Now is presented as the public-facing HR access point on the Education First Credit Union website, aligning the ADP Workforce Now application with the Core HR category and consolidating core human capital management workflows for the credit union.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ruby | Legacy | Ruby Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Education First Credit Union deployed Ruby Live Chat on its public website. Ruby Live Chat is used as a Chatbots and Conversational AI implementation to provide live web chat for member-facing inquiries and front-line member service.
The deployment centers on the embedded Ruby Live Chat widget and the vendor hosted agent console to manage real-time messaging and session routing. Functional capabilities in use include visitor detection and proactive chat invitation, agent handoff to live agents, canned responses for common member questions, and structured chat transcripts to support audit and follow up. Configuration is consistent with a small financial services environment, emphasizing a lightweight, web-first conversational workflow.
Operational ownership is positioned with member services and digital channels, instrumenting chat sessions on the website during contact hours. Governance considerations include chat handling procedures, transcript retention policies, and agent availability scheduling to align with branch and contact center operations. The implementation reflects a focused web chat adoption of Ruby Live Chat within the Chatbots and Conversational AI category without disclosed downstream system integrations.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Education First Credit Union implemented Microsoft 365 in a Collaboration context. Microsoft 365 is referenced on the credit union's public website and has been provisioned to deliver cloud-hosted productivity, email and document workflows for the organization’s roughly 70 employees.
The Microsoft 365 deployment centers on Collaboration modules common to the suite, including Exchange Online for enterprise email, SharePoint and OneDrive for document management and intranet content, and Microsoft Teams for synchronous communications and conferencing. Identity and access controls are centralized through the platform’s cloud identity services to support user provisioning and role-based access across member services, branch operations and back-office administration. Governance emphasis is on consolidated content management, access controls and cloud productivity tooling to manage collaboration and operational communications.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2021 | 2021 |
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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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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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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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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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