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Heritage Financial Corporation Data, Technology Stack, and Enterprise 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
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Akamai Legacy Akamai CDN Content Delivery Network IaaS n/a 2020 2020
Content Delivery Network IaaS 2021 2021
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.
IT Decision Makers and Key Stakeholders at Heritage Financial Corporation
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Heritage Financial Corporation Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Heritage Financial Corporation Technographics

Heritage Financial Corporation is a Banking and Financial Services organization based in United States, with around 751 employees and annual revenues of $269.8 million.

Heritage Financial Corporation operates a diverse technology stack with applications such as Q4 Inc Investor Relations Success Platform, Akamai CDN and NWPS Retirement Recordkeeping, covering areas like Partner Relationship Management, Content Delivery Network and Retirement Recordkeeping.

Heritage Financial Corporation has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Q4 Inc, Akamai and NWPS.

Heritage Financial Corporation recently adopted applications including Q4 Inc Investor Relations Success Platform in 2021, Cloudflare CDN in 2021 and Akamai CDN in 2020, highlighting its ongoing modernization strategy.

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