Branchburg, 8876, NJ,
United States
Financial Resources Federal Credit Union Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Financial Resources Federal 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 94 Financial Resources Federal 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 Financial Resources Federal Credit Union has purchased the following applications: CODIX iMX Accounts Receivable for AR Automation in 2021, Lotame DMP for Data Management Platform 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 Financial Resources Federal Credit Union is running and its propensity to invest more and deepen its relationship with CODIX , Lotame , Adobe Systems 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 Financial Resources Federal Credit Union revenues, which have grown to $41.0 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 Financial Resources Federal 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| CODIX | Legacy | CODIX iMX Accounts Receivable | AR Automation | ERP Financial Management | n/a | 2021 | 2021 | In 2021, Financial Resources Federal Credit Union implemented CODIX iMX Accounts Receivable as an AR Automation solution aligned with its COCC conversion program. The implementation of CODIX iMX Accounts Receivable was executed in the same program that completed conversion to COCC in June 2021, positioning accounts receivable automation alongside core banking and digital channel initiatives. The CODIX iMX Accounts Receivable deployment focused on standard AR Automation capabilities such as automated invoice processing, electronic remittance handling, cash application workflows, aging and exception management, and AR reporting and reconciliation. Configuration emphasized role based workflows for finance users and automation rules to reduce manual posting and exception resolution, consistent with accounts receivable best practices. The AR implementation ran concurrently with COCC’s INSIGHT core, iBanking, mobile banking and Marketing Analytics components, reflecting an integrated program covering finance, digital banking and marketing areas. The engagement explicitly covered core conversion and marketing analytics, and CODIX iMX Accounts Receivable was provisioned in the same operational scope to support finance and member service processes. Governance and rollout were coordinated across finance, digital banking and marketing teams as part of the COCC conversion program, with cutover activity completed in June 2021. Operational oversight emphasized cross functional workflows between AR functions and the new core and analytics stack to align receivables processing with member digital channels and campaign driven receivable scenarios. | |
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Payment Processing | ERP Financial Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Lotame | Legacy | Lotame DMP | Data Management Platform | CRM | n/a | 2017 | 2017 | ||
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Marketing Automation | CRM |
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2018 | 2018 |
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