Olympia, 98501, WA,
United States
Heritage Financial Corporation Technographics
Heritage Financial Corporation Technographics, Software Purchases, AI and Digital Transformation Initiatives
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.
Heritage Financial Corporation Tech Stack and Enterprise Applications
Heritage Financial Corporation 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 |
In 2021, Heritage Financial Corporation implemented Q4 Inc Investor Relations Success Platform on its public website to centralize investor communications and publish regulatory filings. The Q4 Inc Investor Relations Success Platform is deployed as the public-facing investor relations layer and is used in the context of Partner Relationship Management to manage corporate to investor interactions and shareholder engagement.
The implementation emphasizes content management and investor communications capabilities, including structured IR pages, press release and financial reporting workflows, event scheduling and webcast links, and tools for distributing SEC filing information. Configuration appears focused on web-based publishing and cadence-driven communications, aligning site content with scheduled investor events and earnings releases.
Operational ownership is described for investor relations and corporate communications teams, with governance implied through content approval and centralized publishing workflows on the corporate site. Heritage Financial Corporation uses Q4 Inc Investor Relations Success Platform within Partner Relationship Management to support investor relations and shareholder communications across its public web properties.
|
Heritage Financial Corporation IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Akamai | Legacy | Akamai CDN | Content Delivery Network | IaaS | n/a | 2020 | 2020 |
In 2020, Heritage Financial Corporation deployed Akamai CDN to deliver and secure assets for its public website. The deployment uses Akamai CDN as a Content Delivery Network supporting the companys customer facing digital channels and public web properties.
The implementation emphasized edge delivery and caching configuration, leveraging standard Content Delivery Network capabilities such as static and dynamic content caching, cache key control, origin shielding, and global edge routing to reduce origin load. Heritage Financial Corporation configured Akamai CDN for HTTPS delivery and modern transport protocols, and established content invalidation and cache purging workflows to support website releases. The full application name Akamai CDN appears in site resource references consistent with edge delivery of web assets.
Operational coverage is focused on the corporate website and associated public assets, aligning Akamai CDN with web operations and digital channels teams for content deployment and release management. Governance practices reflect typical CDN operations, including controlled cache purge procedures, monitoring of edge access logs, and configuration change review for routing and caching policies. This narrative documents Heritage Financial Corporation Akamai CDN Content Delivery Network as the primary edge delivery layer serving public web traffic.
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
Heritage Financial Corporation 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 | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Heritage Financial Corporation Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||