Toowoomba, 4350, QLD,
Australia
Heritage Bank Technographics
Heritage Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 900 Heritage 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 Heritage Bank has purchased the following applications: Apple Pay for Payment Processing in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, 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 Heritage Bank is running and its propensity to invest more and deepen its relationship with Apple , Cisco Systems , 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 Heritage Bank revenues, which have grown to $100.0 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 Heritage 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.
Heritage Bank Tech Stack and Enterprise Applications
Heritage Bank ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Apple | Legacy | Apple Pay | Payment Processing | ERP | n/a | 2020 | 2020 |
In 2020, Heritage Bank implemented Apple Pay on its website in Australia to provide an additional payment option for online customers. Apple Pay is deployed as a Payment Processing method to enable tokenized mobile wallet checkout and device-level authentication within Heritage Bank's customer-facing web channel.
The implementation emphasized front-end checkout integration and client-side payment tokenization, embedding the Apple Pay button and web payment request APIs into the site checkout flow. Architecture routes tokenized payment credentials into the bank's merchant processing path and existing payment gateway infrastructure, with functional capabilities covering checkout orchestration, token validation, and browser-based authentication aligned to Apple Pay flows.
Operational scope is focused on the online channel, servicing retail customers transacting on the Heritage Bank website in Australia, and the deployment was scoped to customer-facing payment flows rather than back-office systems. Governance centered on payment acceptance policies and web release cycles, with a staged rollout across supported pages to enable Apple Pay on the public site.
|
Heritage 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, Heritage Bank implemented Cisco Webex Meetings. The bank uses Cisco Webex Meetings on its website to deliver Audio Video and Web Conferencing functionality for both customer-facing sessions and internal collaboration across its Australian operations.
Cisco Webex Meetings is deployed as a cloud hosted conferencing layer embedded into the Heritage Bank website and accessed via browser and native clients. The implementation covers core Audio Video and Web Conferencing capabilities including real time video and audio, screen sharing, meeting recording, and scheduled join flows, with configuration tuned for web based client access and browser join experiences.
Operational scope focuses on online customer engagement and internal team collaboration across the bank in Australia, impacting customer service, branch operations, and corporate communications. Governance is described through platform level meeting controls and administrative configuration to manage access, meeting security, and scheduling policies for web hosted sessions on the Heritage Bank site.
|
Heritage Bank 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 Heritage Bank implemented DocuSign eSignature as a Digital Signing capability on its public website to enable electronic execution of customer-facing documents. Heritage Bank deployed DocuSign eSignature to support embedded signing flows and online signing ceremonies directly within web forms, positioning the application as the primary Digital Signing channel for web-based document capture.
The implementation leverages standard DocuSign eSignature functionality including preconfigured templates, envelope management, audit trail and tamper-evident signing records, and client-side embedding of the signing experience. Configuration work focused on automating signature workflows, standardizing recipient routing logic, and enforcing authentication and consent steps consistent with banking document requirements.
Operationally the solution is scoped to the customer-facing digital channel, integrating the website front end with eSignature workflows to support online agreements and document acceptance processes. Governance changes emphasized centralized template control, retention of audit records for compliance, and formalized web-based signing procedures to align operational teams around a consistent Digital Signing process.
|
|
|
|
|
Web Content Management | Content Management |
|
2011 | 2011 |
|
Heritage Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Call Center | CRM |
|
2021 | 2021 |
|
|
|
|
|
CRM | CRM |
|
2021 | 2021 |
|
|
|
|
|
Customer Experience | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2014 | 2014 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2018 | 2018 |
|
Heritage Bank TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Treasury Management | TRM |
|
2016 | 2016 |
|
Heritage Bank PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Robotic Process Automation | PaaS |
|
2017 | 2017 |
|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
|
Heritage Bank IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2015 | 2015 |
|
Heritage Bank CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
|
|
|
|
|
Web Application Firewalls (WAF), DDoS Protection | CyberSecurity |
|
2021 | 2021 |
|
IT Decision Makers and Key Stakeholders at Heritage Bank
Apps Being Evaluated by Heritage Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-09-17 | Heritage Bank | Evaluated | TechnologyOne | TechnologyOne ERP | ERP Financial | ERP |
| 2024-06-25 | Heritage Bank | Evaluated | FIS Global | FIS Treasury and Risk Manager - Quantum Edition | Treasury Management | TRM |