Equity Trust Company
1 Equity Way,
Westlake, 44145, OH,
United States
Westlake, 44145, OH,
United States
1 855-233-4382
Banking and Financial Services
Equity Trust Company Technographics
Equity Trust Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Equity Trust Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Equity Trust Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Equity Trust Company has purchased the following applications: FIS Relius for Benefits Administration, Pension Administration in 2014, Olark Live Chat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Equity Trust Company is running and its propensity to invest more and deepen its relationship with FIS Global , Olark , 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 Equity Trust Company revenues, which have grown to $80.0 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 Equity Trust Company 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.
Equity Trust Company Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2014 | 2014 |
In 2014, Equity Trust Company implemented FIS Relius to support Benefits Administration,Pension Administration within its Qualified Plans Division based in Westlake, Ohio. The deployment positioned FIS Relius as the primary recordkeeping and plan administration application for employer sponsored retirement plans, aligning the application to participant servicing, plan sponsor workflows, and advisor interfaces.
Configuration and operational modules emphasized recordkeeping, plan document management, account opening workflows, client onboarding, participant and advisor servicing, and escalation handling. FIS Relius was configured to support a workflow driven account open process, a centralized plan document repository, and staff operational consoles used by local and remote qualified plan associates.
The implementation included integration with outside vendors for specialized administrative services and negotiated plan document and record keeping services through FIS Relius, with ongoing vendor management for third party 401 k support. Operational coverage spanned the Qualified Plans Division, including a team structure of four local qualified plan associates and two remote associates, with the supervisor acting as main point of contact for key accounts and client escalations.
Governance and process changes were established concurrently, including creation of client service standards to ensure a positive experience for plan sponsors, participants, and advisors, a formal new hire training program, and ongoing training for the sales organization. The 2014 rollout also codified the account open and client onboarding processes and embedded escalation routing and technical support workflows into day to day operations.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Olark | Legacy | Olark Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Equity Trust Company implemented Olark Live Chat on its public website to enable real time web-based customer interactions. The deployment positions Olark Live Chat within the Chatbots and Conversational AI category to manage inbound client questions and on-site engagement on trustetc.com.
The implementation concentrated on embedding the Olark Live Chat widget into key site pages and configuring conversational flows, canned messages, and lead capture fields consistent with Chatbots and Conversational AI functionality. Functional capabilities emphasized real time messaging, automated response patterns, and agent handoff to support synchronous client conversations.
Operational coverage is focused on the corporate website and the front office teams that handle client inquiries, including customer support and client services. Governance elements observed include routing rules for incoming chats, message template management, agent availability scheduling, and role based access controls to align chat handling with Equity Trust Company processes.
The technical footprint is a web centric widget managed through the Olark administration console, with configuration oriented toward conversation handling and online inquiry capture. Equity Trust Company Olark Live Chat Chatbots and Conversational AI supports customer support and client services through structured web engagement workflows.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Equity Trust Company deployed Microsoft 365 as its Collaboration platform. The implementation is observable on the company website and establishes Microsoft 365 as the primary collaboration and productivity layer for the enterprise.
The Microsoft 365 deployment delivers standard collaboration capabilities common to the Collaboration category, including cloud email and calendaring, SharePoint Online content services, OneDrive file storage and sync, Microsoft Teams for real time communications, and Office desktop and web applications. Configuration and service orchestration center on collaboration, document management, and unified communications functionality consistent with a mid market financial services environment.
Operational coverage extends across Equity Trust Companys United States operations and the firm level business functions that depend on team collaboration, records management, and corporate communications. Governance is managed through centralized IT administration and controls appropriate for the industry, with identity and access management, auditing, and policy driven data handling integrated into the Microsoft 365 configuration. The narrative ties Equity Trust Company, Microsoft 365, Collaboration and corporate productivity and communications into a single implementation signal.
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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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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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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2016 | 2016 |
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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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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Engagement | CRM |
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2022 | 2022 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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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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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Equity Trust Company
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Equity Trust Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Equity Trust Company IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Equity Trust Company 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 Equity Trust Company Technographics
Equity Trust Company is a Banking and Financial Services organization based in United States,
with around 400 employees and annual revenues of $80.0 million.
Equity Trust Company operates a diverse technology stack with applications such as
FIS Relius, Olark Live Chat and Microsoft 365,
covering areas like Benefits Administration, Pension Administration, Chatbots and Conversational AI and Collaboration.
Equity Trust Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as FIS Global, Olark and Microsoft.
Equity Trust Company recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and Talkdesk CX Cloud in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Equity Trust Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Equity Trust Company’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 Equity Trust Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.