Olympia, 98501, WA,
United States
Heritage Financial Corporation Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Financial Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 751 Heritage Financial Corporation 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 Financial Corporation has purchased the following applications: Q4 Inc Investor Relations Success Platform for Partner Relationship Management in 2021, Akamai CDN for Content Delivery Network in 2020, NWPS Retirement Recordkeeping for Retirement Recordkeeping 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 Heritage Financial Corporation is running and its propensity to invest more and deepen its relationship with Q4 Inc , Akamai , Cloudflare 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 Financial Corporation revenues, which have grown to $269.8 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 Financial Corporation 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q4 Inc | Legacy | Q4 Inc Investor Relations Success Platform | Partner Relationship Management | CRM | n/a | 2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Akamai | Legacy | Akamai CDN | Content Delivery Network | IaaS | n/a | 2020 | 2020 |
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Content Delivery Network | IaaS |
|
2021 | 2021 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NWPS | Legacy | NWPS Retirement Recordkeeping | Retirement Recordkeeping | Professional Services | n/a | 2016 | 2016 |
In 2016 NWPS acquired Trautmann, Maher & Associates and NWPS is listed as the recordkeeper for Heritage Financial Corporation’s 401(k) Profit Sharing Plan. Heritage Financial Corporation implemented NWPS Retirement Recordkeeping, classified under Retirement Recordkeeping, to maintain participant account detail and to administer participant loans for its U.S. plan population.
NWPS Retirement Recordkeeping usage is inferred to include core recordkeeping modules such as participant account maintenance, contribution and distribution posting, participant loan origination and servicing, and participant statement generation. The implementation would encompass transaction processing, eligibility and vesting record maintenance, and regulatory reporting and compliance testing workflows that are typical for Retirement Recordkeeping platforms.
Operational responsibility is scoped to HR and benefits functions within the United States, with NWPS maintaining participant data and loan administration for the specified 401(k) Profit Sharing Plan. SEC plan filings list NWPS as the plan recordkeeper after the 2016 acquisition, and module usage is inferred as NWPS Retirement Recordkeeping following that acquisition, aligning vendor designation in regulatory disclosures with plan administration responsibilities.
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