San Juan, 926,
Puerto Rico
Evertec Technographics
Evertec Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Evertec and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4800 Evertec employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Evertec has purchased the following applications: Mastercom for Dispute Management in 2024, Microsoft 365 for Collaboration in 2017, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Evertec is running and its propensity to invest more and deepen its relationship with Mastercard , Nakisa , 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 Evertec revenues, which have grown to $845.0 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 Evertec 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.
Evertec Tech Stack and Enterprise Applications
Evertec ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mastercard | Legacy | Mastercom | Dispute Management | ERP Services and Operations | n/a | 2024 | 2024 |
In 2024, Evertec listed MasterCom Claims Manager as a desirable skill in a San José chargeback analyst job posting. This indicates Evertec operates or supports Mastercard Mastercom dispute workflows, implying use of Mastercom within its Dispute Management capability for payments and dispute operations in Costa Rica and broader Latin America.
The evidence from the recruitment notice aligns with category‑typical Dispute Management functions, suggesting operational use of Mastercom for claims management and chargeback processing. Typical functional workflows likely include case intake and lifecycle management, evidence attachment and tracking, representment submission and adjudication workflows, and role-based access for chargeback analysts working within Mastercom.
Operationally the posting signals that Evertec’s payments and dispute operations team in San José includes analysts trained on MasterCom Claims Manager to execute day to day dispute handling and claims workflows. Hiring language embeds Mastercom competency into governance and process controls at the team level, indicating role‑based operational support rather than a purely strategic evaluation.
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Lease Management | ERP Services and Operations |
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2018 | 2018 |
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Evertec Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Evertec deployed Microsoft 365 to provide Collaboration capabilities across its corporate and client-facing professional services functions. The implementation consolidated email, document collaboration, and team communications under Microsoft 365 to standardize productivity tooling across the organization.
Configuration emphasized core Microsoft 365 modules, including Exchange Online for mail, SharePoint Online for intranet and document libraries, Microsoft Teams for synchronous collaboration, and OneDrive for endpoint file sync and personal storage. The rollout covered Evertec's Puerto Rico operations and broader workforce of approximately 4,800 employees, with administration handled through Microsoft 365 administrative roles and native governance controls for access, retention, and compliance. The company publicly references Microsoft 365 on its website, linking Evertec, Microsoft 365, Collaboration, and enterprise productivity in its technology profile.
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Evertec 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, Evertec deployed DocuSign eSignature as a Digital Signing capability on its public website. The implementation embeds DocuSign eSignature to capture legally binding electronic signatures for web initiated document workflows, using standard embedded signing patterns and API driven envelope management consistent with the Digital Signing category. Deployment scope is focused on customer facing signing flows served from Evertec's site, enabling remote execution of agreements without paper exchange.
Configuration leverages core DocuSign eSignature capabilities such as envelope creation, recipient routing, and the audit trail to manage signing lifecycle and compliance. Operational coverage is concentrated on web based client interactions and internal approval workflows, supporting document execution, signature capture, and persistent audit records. Evertec DocuSign eSignature Digital Signing supports the company's web based agreement execution needs.
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Document Management | Content Management |
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2019 | 2019 |
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Web Content Management | Content Management |
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2013 | 2013 |
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Web Content Management | Content Management |
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2018 | 2018 |
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Evertec 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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Marketing Automation | CRM |
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2021 | 2021 |
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Evertec 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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Evertec 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Servers, Storage and Networking | IaaS |
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2006 | 2006 |
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Evertec 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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2012 | 2012 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Evertec
Apps Being Evaluated by Evertec Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||