Ethic, A Wealth Bank
125 High Street, 17th Floor,
Boston, 02110, MA,
United States
Boston, 02110, MA,
United States
1 617-717-6100
Banking and Financial Services
Ethic, A Wealth Bank Technographics
Ethic, A Wealth Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ethic, A Wealth Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 Ethic, A Wealth Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ethic, A Wealth Bank has purchased the following applications: DocuSign eSignature for Digital Signing in 2021, FullStory for Customer Experience in 2022, Abrigo Sageworks ALLL for AML, Fraud and Compliance 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 Ethic, A Wealth Bank is running and its propensity to invest more and deepen its relationship with DocuSign , FullStory , Salesforce 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 Ethic, A Wealth Bank 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 Ethic, A Wealth Bank 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.
Ethic, A Wealth Bank Tech Stack and Enterprise Applications
Ethic, A Wealth Bank 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, Ethic, A Wealth Bank implemented DocuSign eSignature as a Digital Signing solution on its public website to capture customer approvals and contract signatures. The implementation embeds DocuSign eSignature into web-facing workflows so visitors can complete signature ceremonies inline, and it is positioned to support standard e-signature artifacts required for financial services agreements. Ethic, A Wealth Bank uses DocuSign eSignature in the Digital Signing category to enable legally admissible signature capture and persistent audit trail retention.
The deployment emphasizes core Digital Signing capabilities, including template-driven document generation, envelope and recipient routing, authenticated signature capture, and audit trail logging. DocuSign eSignature is configured to drive end-to-end signing workflows from the website, leveraging embedded signing flows and template management to streamline repetitive agreement types. Document storage and the associated signature evidence are maintained within the DocuSign eSignature environment to support recordkeeping and compliance needs.
Operational coverage is website-centric and customer facing, affecting account opening, client agreements, and other online admission flows within Ethic, A Wealth Bank. Governance is structured around electronic signature controls and retention, with operational ownership aligned to customer-facing channels and compliance processes to ensure signed records meet financial services requirements. The narrative links Ethic, A Wealth Bank, DocuSign eSignature, Digital Signing, and customer signature capture as the central business function enabled by the implementation.
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Ethic, A Wealth Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FullStory | Legacy | FullStory | Customer Experience | CRM | n/a | 2022 | 2022 |
In 2022, Ethic, A Wealth Bank deployed FullStory on its public website to capture user sessions and behavioral signals. Ethic, A Wealth Bank uses FullStory as a Customer Experience application to instrument page views, clicks, form interactions, and single page application navigation for digital channel visibility. FullStory is deployed via a client side tracking snippet that records DOM level events and session replay for product, marketing, and support use cases.
Configuration focuses on session replay, event and conversion funnels, heatmaps, and user segmentation, aligned with Customer Experience workflows for troubleshooting, error reproduction, and user experience optimization. The deployment scope is the company website only, with governance managed by a small cross functional team to control data capture settings, privacy masking, and consent controls consistent with web analytics best practices. The implementation centers on FullStory as the single Customer Experience tool for digital behavior capture, enabling product and customer success teams to analyze journeys without additional backend instrumentation.
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Ethic, A Wealth Bank TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Abrigo | Legacy | Abrigo Sageworks ALLL | AML, Fraud and Compliance | TRM | n/a | 2019 | 2019 |
In 2019 Ethic, A Wealth Bank implemented Abrigo Sageworks ALLL. The deployment is referenced on the company website and positions Abrigo Sageworks ALLL within the AML, Fraud and Compliance category to support regulatory compliance and credit risk controls.
The implementation centers on allowance for loan and lease loss modeling, scenario-based provisioning workflows and compliance reporting, with configuration focused on model parameter management, documentation and automated report generation consistent with AML, Fraud and Compliance functional expectations. Abrigo Sageworks ALLL is used to produce structured outputs for internal credit reviews and regulatory submissions while preserving auditability of model inputs and assumptions.
Operational coverage extends to finance, credit risk and compliance teams across Ethic, A Wealth Bank in the United States, and the tool is surfaced via the corporate website for stakeholder visibility. Governance was adjusted to incorporate formal model documentation, periodic review cycles and standardized provisioning approval workflows to align day-to-day operations with AML, Fraud and Compliance controls.
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Ethic, A Wealth Bank 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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2019 | 2019 |
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Archive as a Service (AaaS) | IaaS |
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2014 | 2014 |
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Backup as a Service (BaaS) | IaaS |
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2014 | 2014 |
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Ethic, A Wealth Bank 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Ethic, A Wealth Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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VP Operations | VP | Operations | |
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AVP, Information Technology Operations Manager | VP | IT | |
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AVP, Information Security Officer & Senior Network Engineer | VP | IT | |
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Apps Being Evaluated by Ethic, A Wealth Bank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Ethic, A Wealth Bank IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Ethic, A Wealth Bank 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 Ethic, A Wealth Bank Technographics
Ethic, A Wealth Bank is a Banking and Financial Services organization based in United States,
with around 35 employees and annual revenues of $5.0 million.
Ethic, A Wealth Bank operates a diverse technology stack with applications such as
DocuSign eSignature, FullStory and Abrigo Sageworks ALLL,
covering areas like Digital Signing, Customer Experience and AML, Fraud and Compliance.
Ethic, A Wealth Bank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as DocuSign, FullStory and Abrigo.
Ethic, A Wealth Bank recently adopted applications including
FullStory in 2022, DocuSign eSignature in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Ethic, A Wealth Bank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Ethic, A Wealth Bank’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 Ethic, A Wealth Bank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.