Exchange Bank
545 4th Street,
Santa Rosa, 95401, CA,
United States
Santa Rosa, 95401, CA,
United States
1 707-524-3000
Banking and Financial Services
Exchange Bank Technographics
Exchange Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Exchange Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Exchange 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 Exchange Bank has purchased the following applications: Fiserv Signature Bank Platform for Core Banking in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, NICE Satmetrix for Customer Experience in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Exchange Bank is running and its propensity to invest more and deepen its relationship with Fiserv , Cisco Systems , 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 Exchange Bank revenues, which have grown to $119.0 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 Exchange 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.
Exchange Bank Tech Stack and Enterprise Applications
Exchange Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Signature Bank Platform | Core Banking | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Exchange Bank deployed the Fiserv Signature Bank Platform version 18.0 on an IBM i iSeries infrastructure running OS Release V7R3M0. The implementation served as the bank's Core Banking system and was administered by an iSeries IBM i core administrative engineering team based in Santa Rosa, California. The deployment combined on-premises IBM i compute with scheduled batch and file exchange processes.
Configuration work centered on core account processing, batch posting workflows, and administrative automation consistent with Core Banking operations. The Fiserv Signature Bank Platform was operated alongside platform-level scripting and CL ILE programming to automate file handling and job orchestration. ROBOT Scheduler and REPORTS were used for job scheduling and operational reporting within the platform environment.
Integrations with third-party enterprise tooling were explicit, including GoAnywhere for secure file routing, ROBOT Scheduler for job automation, and IBM BRMS for backup and recovery media services. These integrations coupled with the IBM i operating environment supported day-to-day file movement, backups, and scheduled application jobs across the bank's IT operations. The implementation tied Fiserv Signature Bank Platform, GoAnywhere, ROBOT Scheduler, REPORTS, and IBM BRMS into a cohesive operational stack.
Governance and operational hygiene activities included analyzing and removing unused ROBOT Scheduler jobs and cleaning up obsolete application objects such as programs, files, and queries. The team automated several formerly manual file transfer tasks using GoAnywhere and ROBOT, and embedded automation through CL ILE programming to reduce manual intervention in core processing. These activities were documented as key achievements within the bank's administrative support scope.
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Exchange Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 Exchange Bank deployed Cisco Webex Meetings and embedded meeting access and scheduling links on its public website, using the application as a primary customer and employee conferencing channel. Cisco Webex Meetings is implemented as the bank's Audio Video and Web Conferencing solution to support remote interactions for both external clients and internal teams across the organization.
The deployment centers on core conferencing capabilities typical of Cisco Webex Meetings, including browser and client-based join workflows, video and audio hosting, screen sharing, participant controls, and meeting scheduling. The Audio Video and Web Conferencing implementation emphasizes web-embedded join buttons and calendar link handoffs to simplify appointment-based interactions initiated from exchangebank.com.
Operational scope covers customer-facing relationship channels and internal collaboration for a 400-employee regional bank within the United States, aligning conferencing use with retail and commercial banking customer appointments and corporate communications. The Cisco Webex Meetings deployment supports synchronous remote advisory sessions and internal meetings, with configurations scaled to the organization size and regulated banking context.
Governance is described in practice through IT-managed account provisioning, meeting administration, and usage policies that enforce scheduled sessions and access controls, while website embedding centralizes meeting entry points for customers. Rollout and operational control focus on maintaining secure, auditable conferencing workflows consistent with financial services requirements.
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Collaboration | Collaboration |
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2019 | 2019 |
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Exchange Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Nice Systems | Legacy | NICE Satmetrix | Customer Experience | CRM | n/a | 2018 | 2018 |
In 2018 Exchange Bank implemented NICE Satmetrix on its public website to instrument customer feedback and Net Promoter Score measurement as part of its Customer Experience program. NICE Satmetrix was deployed as the bank's web channel feedback engine to collect survey responses and structured voice of customer data across digital touchpoints.
The implementation focused on standard NICE Satmetrix capabilities, including Net Promoter Score survey delivery, timed and event driven feedback prompts, response management, and dashboard driven reporting. Configurations emphasized survey cadence, question sequencing, and segmentation to support web based experience measurement and analyst reporting.
Operational coverage for the deployment centered on the public website and customer facing digital journeys, with the CX team and digital channels owning survey configuration and response workflows. Data capture was organized to feed role based dashboards for customer experience and service teams, and to support downstream analysis of qualitative and quantitative feedback.
Governance and process changes included establishing survey governance, access controls for sensitive customer feedback, and procedural ownership by the customer experience function. The deployment of NICE Satmetrix positioned Exchange Bank to maintain continuous web based feedback collection within its Customer Experience framework.
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Marketing Analytics | CRM |
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2017 | 2017 |
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Exchange Bank PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Exchange 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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Exchange Bank 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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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Exchange Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Exchange Bank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Exchange Bank IT executives and key decision makers. This section highlights Exchange Bank's latest recorded technology evaluations, including Fiserv Precision Bank Platform for Core Banking on 2026-06-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Exchange Bank digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-06-26 | Exchange Bank | Evaluated | Fiserv | Fiserv Precision Bank Platform | Core Banking | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Exchange Bank Technographics
Exchange Bank is a Banking and Financial Services organization based in United States,
with around 400 employees and annual revenues of $119.0 million.
Exchange Bank operates a diverse technology stack with applications such as
Fiserv Signature Bank Platform, Cisco Webex Meetings and NICE Satmetrix,
covering areas like Core Banking, Audio Video and Web Conferencing and Customer Experience.
Exchange Bank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Fiserv, Cisco Systems and Nice Systems.
Exchange Bank recently adopted applications including
Amazon SES in 2021, Amazon EC2 in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Exchange Bank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Exchange 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 Exchange Bank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.