Orlando, 32801, FL,
United States
Fairwinds Credit Union Technographics
Fairwinds Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fairwinds 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 650 Fairwinds 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 Fairwinds Credit Union has purchased the following applications: Fiserv DNA Bank Platform for Core Banking in 2019, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2021, Microsoft Power BI for Analytics and BI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Fairwinds Credit Union is running and its propensity to invest more and deepen its relationship with Fiserv , NCR Voyix , MeridianLink 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 Fairwinds Credit Union revenues, which have grown to $184.0 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 Fairwinds 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.
Fairwinds Credit Union Tech Stack and Enterprise Applications
Fairwinds Credit Union ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv DNA Bank Platform | Core Banking | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 Fairwinds Credit Union implemented Fiserv DNA Bank Platform for Core Banking to centralize branch transaction processing and member account servicing. The deployment focused on integrating front-line branch workflows into a single core banking application to support account openings, teller operations, and routine branch audits.
Fiserv DNA Bank Platform was configured to support deposit and account services, teller and cash management, safe deposit box administration, and member servicing consoles. Functional configuration explicitly encompassed opening IRA certificates of deposit, savings and personal accounts, and support for cash and coin vault activities as part of the Core Banking footprint.
The implementation includes an explicit integration with Loans PQ Meridian Link to support lending intake and origination workflows alongside core account servicing. Operational coverage extended to branch staff roles and workflows, including Member Service Representative responsibilities for account openings, account maintenance, cash drawer and vault management, and monthly and quarterly branch audit processes.
Governance and process changes centered on formalizing branch audit cycles, role based access for teller and servicing functions, and procedural handoffs between member service and lending channels. Fairwinds Credit Union Fiserv DNA Bank Platform Core Banking is positioned as the primary system for account openings, account servicing and lending functions across the credit union.
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Digital Banking | ERP Services and Operations |
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2021 | 2021 |
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Loan Management | ERP Services and Operations |
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2022 | 2022 |
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Fairwinds Credit Union AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Fairwinds Credit Union deployed LivePerson Conversational Cloud on its public website. The LivePerson Conversational Cloud is used as a Chatbots and Conversational AI solution to deliver automated website conversational workflows, intent recognition, and bot led customer interactions that escalate to human agents when required, and the deployment used a cloud hosted, widget embed architecture with configuration focused on conversation flows, scripted responses, session routing, and monitoring.
The implementation targeted digital channels and customer service functions, centralizing website chat and self service inquiry handling through LivePerson Conversational Cloud. Governance emphasized conversational content versioning, agent escalation rules, and analytics monitoring to manage conversation quality and compliance, positioning Fairwinds Credit Union LivePerson Conversational Cloud Chatbots and Conversational AI as the primary web facing conversational layer for customer engagement and support.
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Fairwinds Credit Union Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, Fairwinds Credit Union implemented Microsoft Power BI as its primary Analytics and BI platform to centralize reporting and visualization for business reporting teams. The implementation focused on enabling self-service dashboards and managed reporting workflows across the institution, with Microsoft Power BI used to author interactive reports and executive-level visualizations.
Configuration work emphasized data modeling, dataset design, and report specification development, with teams preparing and writing SQL code and reporting specifications to meet written acceptance criteria. The initiative required proficiency in SQL and SSRS, and the Microsoft Power BI deployment incorporated data extracts and model refresh schedules to operationalize dashboards and paginated reports.
Integration efforts concentrated on pulling data from disparate data sources and SQL-based reporting stores, coordinating report development outputs with the appropriate business reporting teams. Microsoft Power BI was positioned to consume structured data feeds and SSRS outputs, while report developers and analysts were expected to align SQL queries and visualization logic with business requirements.
Governance centered on establishing reporting specifications, review cycles, and coordination between technical report authors and business stakeholders, including assignment of report ownership and change control for report definitions. Day-to-day operational responsibility included writing SQL, maintaining SSRS-compatible outputs where needed, and iterating Power BI dashboards in collaboration with business reporting teams.
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Fairwinds Credit Union Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2021 | 2021 |
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Fairwinds Credit Union CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Fairwinds Credit Union 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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Fairwinds Credit Union 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Fairwinds Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Vice President - IT Business Systems | VP | IT | ||||
| VP Application Development | VP | IT | ||||
| AVP Information Technology - Operations | VP | IT |
Apps Being Evaluated by Fairwinds Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-01-23 | Fairwinds Credit Union | Evaluated | Fiserv | Fiserv DNA Bank Platform | Core Banking | ERP Services and Operations |