Salt Lake City, 84121, UT,
United States
Medallion Bank Technographics
Medallion Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Medallion Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 95 Medallion 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 Medallion Bank has purchased the following applications: LoanPro Platform for Loan Management in 2020, Zoom for Audio Video and Web Conferencing in 2020, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Medallion Bank is running and its propensity to invest more and deepen its relationship with LoanPro , Zoom Video Communications , Microsoft 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 Medallion Bank revenues, which have grown to $131.0 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 Medallion 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.
Medallion Bank Tech Stack and Enterprise Applications
Medallion Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LoanPro | Legacy | LoanPro Platform | Loan Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020 Medallion Bank deployed the LoanPro Platform for Loan Management. The deployment targeted centralization of loan origination and servicing workflows, aligning platform capabilities with the bank s mid market operational scale and day to day lending administration needs.
The implementation configured core LoanPro Platform modules typical for Loan Management, including configurable loan product setup, automated servicing schedules, payment processing orchestration, document management, and compliance reporting. Emphasis was placed on workflow automation and role based access controls to support underwriting, payment posting, servicing tasks, and collections orchestration.
Operational coverage encompassed lending operations, servicing, underwriting, compliance, and finance teams, with the LoanPro Platform provisioned to handle loan administration and reporting across those business functions. Governance centered on policy driven workflow rules and role based approval and audit trails, scaled to a 95 employee banking organization.
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Medallion Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Medallion Bank deployed Zoom as its Audio Video and Web Conferencing solution. The deployment surfaces Zoom on the corporate website to enable client facing meetings and appointment conferencing, while also supporting internal collaboration for a 95 employee regional bank. Zoom is provisioned to support browser based joins and native desktop and mobile clients to accommodate diverse customer and staff endpoints.
Implementation architecture centers on embedding Zoom meeting links and scheduling widgets into public web pages and secure customer portal pages, with host controls and meeting access settings configured for customer sessions. Operational scope covers customer engagement and internal communications across the bank, with governance focused on session access controls, recording consent policies, and meeting moderation workflows to align with financial services compliance expectations. Medallion Bank uses Zoom on their website to deliver real time video interactions and to operationalize remote customer engagement within its service channels.
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Collaboration | Collaboration |
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2018 | 2018 |
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Medallion Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021 Medallion Bank implemented Salesforce Sales Cloud. The deployment positions Salesforce Sales Cloud as the core Sales Automation,CRM,Sales Engagement platform supporting the bank's front-office customer acquisition and account management workflows.
Salesforce Sales Cloud is surfaced on Medallion Bank's public website to capture inbound leads and convert web inquiries into CRM records, and the implementation uses standard Sales Cloud capabilities including lead and opportunity management, contact and account profiles, and activity tracking. Configuration work emphasized automated lead assignment, sales stage definitions, and reporting dashboards aligned to sales and account management processes.
Integrations described in public sources are centered on website lead capture and CRM data flows into Salesforce Sales Cloud, with operational coverage focused on the bank's sales and customer service functions in the United States. Governance practices put in place include centralized data stewardship, role based access controls, and standardized opportunity workflows to support auditability and consistent sales execution.
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Medallion Bank ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2019 | 2019 |
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Medallion Bank PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Medallion Bank 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Medallion Bank
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Medallion Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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