Headwaters MB
1225 17th Street, Suite 1725,
Denver, 80202, CO,
United States
Denver, 80202, CO,
United States
1 617-275-4401
Banking and Financial Services
Headwaters MB Technographics
Headwaters MB Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Headwaters MB and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Headwaters MB employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Headwaters MB has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Headwaters MB is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Docusign 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 Headwaters MB revenues, which have grown to $10.0 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 Headwaters MB 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.
Headwaters MB Tech Stack and Enterprise Applications
Headwaters MB ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, Headwaters MB deployed Intuit Quickbooks Enterprise as its ERP Financial platform. The implementation established Intuit Quickbooks Enterprise as the central accounting application for the company, reflecting Headwaters MB experience with QuickBooks Enterprise and focusing on core finance functions.
The deployment concentrated on standard ERP Financial capabilities including general ledger, accounts payable, accounts receivable, cash management and financial reporting. Configuration efforts included chart of accounts rationalization, role-based permissions and standardization of month-end close workflows to align bookkeeping and regulatory reporting processes. Integrations followed common financial connectivity patterns such as bank transaction feeds, payment processing touchpoints and payroll interfaces, while operational governance emphasized centralized finance ownership, defined user roles and reconciliation controls to support auditability across Headwaters MB United States operations.
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Headwaters MB Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Headwaters MB implemented Microsoft 365. The Microsoft 365 deployment was provisioned as a cloud tenant to support Collaboration across the bank's approximately 100 employees, and the vendor Microsoft is referenced on the corporate website indicating tenant-level usage. Microsoft 365 is positioned to centralize core collaboration services for the organization.
Functional capabilities align with the Collaboration category and include cloud email, team chat, and document and file collaboration workflows typical of Microsoft 365 such as Exchange Online, SharePoint Online, OneDrive, and Microsoft Teams. Operational coverage spans corporate functions responsible for internal communications, document management, and knowledge sharing, with tenant administration, user provisioning, and policy controls applied at the organizational level. The public website reference to Microsoft 365 may indicate tenant assets or embedded content, and governance emphasis is expected on access controls and records management consistent with financial services requirements.
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Headwaters MB Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023, Headwaters MB implemented DocuSign eSignature as a Digital Signing solution embedded on its website to capture legally binding electronic signatures for customer interactions. The deployment centers on delivering in-browser signature capture for web initiated document execution rather than back office only processes.
The DocuSign eSignature implementation leverages common Digital Signing capabilities including embedded signing workflows, templated envelopes for repeatable documents, signer authentication options, and the platform audit trail for transaction records. Configuration emphasis is on web embedding and form to signature orchestration to streamline document presentation and acceptance within the website flow.
Operational scope is focused on customer facing business functions such as account agreements and onboarding workflows executed through the public website, aligning signature capture with online customer journeys. Governance and compliance rely on the application level controls provided by DocuSign eSignature, including user access controls and audit logging to support record retention and regulatory evidence of execution.
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Headwaters MB CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Headwaters MB 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Headwaters MB 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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Headwaters MB
| First Name | Last Name | Title | Function | Department | Phone | |
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Co Founder and CEO | CXO | Finance | |
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President / COO | CXO | Finance | |
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Director, Technology, Media and Telecommunications Investment Banking | Director | Investment | |
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Director of Marketing | Director | Marketing | |
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Apps Being Evaluated by Headwaters MB Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Headwaters MB IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Headwaters MB digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Headwaters MB Technographics
Headwaters MB is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $10.0 million.
Headwaters MB operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
Headwaters MB has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Docusign.
Headwaters MB recently adopted applications including
DocuSign eSignature in 2023, Lumen Cloud (ex CenturyLink) in 2019 and Lumen CDN in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Headwaters MB’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Headwaters MB’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 Headwaters MB technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.