First Merchants Private Wealth Advisors
200 East Jackson Street,
Muncie, 47305, IN,
United States
Muncie, 47305, IN,
United States
1 765-747-1500
Banking and Financial Services
First Merchants Private Wealth Advisors Technographics
First Merchants Private Wealth Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by First Merchants Private Wealth Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2187 First Merchants Private Wealth Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that First Merchants Private Wealth Advisors has purchased the following applications: Bottomline ePay for Payment Processing in 2018, FIS Relius for Benefits Administration, Pension Administration in 2012, Q2 Digital Banking Platform for Digital Banking 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 First Merchants Private Wealth Advisors is running and its propensity to invest more and deepen its relationship with Bottomline Technologies , FIS Global , Q2 Software 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 First Merchants Private Wealth Advisors revenues, which have grown to $520.0 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 First Merchants Private Wealth Advisors 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.
First Merchants Private Wealth Advisors Tech Stack and Enterprise Applications
First Merchants Private Wealth Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bottomline Technologies | Legacy | Bottomline ePay | Payment Processing | ERP | n/a | 2018 | 2018 |
In 2018, First Merchants Private Wealth Advisors deployed Bottomline ePay to enable online payment acceptance through its public website. This implementation places Bottomline ePay at the front end of client-facing payment flows, aligning the company with a Payment Processing capability for digital collections on advisory and client service pages.
The Bottomline ePay deployment leverages standard Payment Processing functionality, including a hosted payment page and gateway operations, tokenization for card data, and transaction reporting and reconciliation capabilities. Bottomline ePay is configured to handle card and electronic payments from clients, with built-in controls to support PCI related handling and audit trails, and reporting modules to surface transaction activity to finance and operations teams.
Operational scope is centered on the firm website where client payments are initiated, supporting Private Wealth Advisors business functions such as client billing and fee collection workflows. Governance around the deployment focuses on payment controls, compliance processes, and transaction monitoring, with configuration and reporting aligned to treasury and finance needs for centralized payment visibility and audit readiness.
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First Merchants Private Wealth Advisors HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2012 | 2012 |
In 2012, First Merchants Private Wealth Advisors deployed FIS Relius for Benefits Administration,Pension Administration. The implementation uses FIS Relius on their website to provide participant-facing access and centralized plan recordkeeping for advisory clients.
The FIS Relius configuration focuses on category-aligned pension administration workflows, including participant recordkeeping, contribution accounting, benefit calculation, and compliance reporting, with a web-hosted participant portal surfaced through the firm site. Operational scope aligns with the firm’s private wealth advisory services, supporting benefits administrators and client-facing advisors, and governance work centered on configuring role-based access, standardizing recordkeeping processes, and operationalizing web-based participant servicing.
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First Merchants Private Wealth Advisors ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q2 Software | Legacy | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations | n/a | 2018 | 2019 |
In 2018, First Merchants Private Wealth Advisors implemented Q2 Digital Banking Platform. The Q2 Digital Banking Platform underpins Digital Banking capabilities across online and mobile channels, oriented to private wealth advisory and retail account holder self service.
Deployment emphasized customer-facing modules common to the Digital Banking category, including online and mobile banking interfaces, secure authentication and session management, digital account opening, funds transfer and payment processing, remote deposit capture, and account aggregation. Configuration work focused on orchestrating advisor-assisted digital interactions alongside self-service workflows, aligning platform features with deposit, lending and advisory business functions.
Operational governance established digital channel operations, authentication policies, and updated onboarding procedures to support advisor workflows and client lifecycle events. Q2 customers including First Merchants were noted in Q2 communications as being recognized on the Forbes Best Banks list in 2021, which the vendor cited when describing customer outcomes linked to improved customer engagement capabilities. The implementation narrative centers on channel consolidation and advisor workflow enablement delivered through the Q2 Digital Banking Platform.
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First Merchants Private Wealth Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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First Merchants Private Wealth Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2020 | 2020 |
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First Merchants Private Wealth Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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First Merchants Private Wealth Advisors Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM and Investor Relationship Management | Investment Management |
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2024 | 2024 |
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First Merchants Private Wealth Advisors PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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First Merchants Private Wealth Advisors 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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First Merchants Private Wealth Advisors 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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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at First Merchants Private Wealth Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Community Market and Client Director | Director | Customer Service | |
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Senior Vice President, Director of Consumer Banking | VP | Operations | |
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Banking Center Customer Service Manager | Manager | Customer Service | |
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Apps Being Evaluated by First Merchants Private Wealth Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from First Merchants Private Wealth Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the First Merchants Private Wealth Advisors 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 First Merchants Private Wealth Advisors Technographics
First Merchants Private Wealth Advisors is a Banking and Financial Services organization based in United States,
with around 2187 employees and annual revenues of $520.0 million.
First Merchants Private Wealth Advisors operates a diverse technology stack with applications such as
Bottomline ePay, FIS Relius and Q2 Digital Banking Platform,
covering areas like Payment Processing, Benefits Administration, Pension Administration and Digital Banking.
First Merchants Private Wealth Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Bottomline Technologies, FIS Global and Q2 Software.
First Merchants Private Wealth Advisors recently adopted applications including
SS&C Client Relationship Management (CRM) in 2024, DocuSign eSignature in 2021 and Hotjar in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of First Merchants Private Wealth Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates First Merchants Private Wealth Advisors’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 First Merchants Private Wealth Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.