Bohemia, 11716, NY,
United States
National Business Capital Technographics
National Business Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by National Business Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 National Business Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that National Business Capital has purchased the following applications: Drift AI Chatbot for Chatbots and Conversational AI in 2021, Google Workspace (Formerly Google G-Suite) for Collaboration in 2018, Ocrolus for Intelligent Document Processing in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems National Business Capital is running and its propensity to invest more and deepen its relationship with Drift , Google , Ocrolus 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 National Business Capital revenues, which have grown to $15.0 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 National Business Capital 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.
National Business Capital Tech Stack and Enterprise Applications
National Business Capital AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021 National Business Capital implemented Drift AI Chatbot on its public website, deploying a Chatbots and Conversational AI solution to handle inbound engagement. The Drift AI Chatbot implementation centers on conversational lead capture, automated qualification playbooks, and context aware routing to human agents, reflecting capabilities typical of Chatbots and Conversational AI. The deployment targeted customer facing digital channels and intake for lending related sales workflows, aligning the application with sales and marketing touchpoints.
Configuration used Drift AI Chatbot capabilities such as scripted playbooks, behavior triggered prompts, and structured lead capture designed to feed sales workflows. Operational ownership was concentrated in sales and marketing, which introduced chat governance and escalation workflows to manage qualified leads and handoffs. The implementation positions Drift AI Chatbot as the primary web channel for real time visitor engagement and initial qualification, with planned human escalation for complex inquiries.
|
National Business Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, National Business Capital implemented Google Workspace (Formerly Google G-Suite). The deployment supports Collaboration across the organization for its approximately 120 employees and is referenced on the company website. The implementation provides a cloud-native collaboration layer covering business email, calendaring, real-time document editing, file storage, and video conferencing.
Google Workspace (Formerly Google G-Suite) is managed through the vendor SaaS admin console with standard modules enabled such as Gmail, Calendar, Drive, Docs, Sheets, Meet, and Groups to support internal collaboration and content sharing. Administrative configuration emphasizes centralized user provisioning, access controls, and shared drive organization to govern information flow and collaboration workflows. The application presence on the public site indicates external-facing use for business communications and hosted collaborative assets.
|
National Business Capital Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ocrolus | Legacy | Ocrolus | Intelligent Document Processing | Content Management | n/a | 2018 | 2018 |
In 2018 National Business Capital deployed Ocrolus as an Intelligent Document Processing solution to support its lending operations. The deployment was active at the Bohemia New York site from April 2018 to March 2020 and centered on operational document intake and reviewer workflows for loan submissions.
Ocrolus was used to process tax returns, bank statements, and credit card statements, covering both business and personal documents, with staff running credit reports and verifying business status records. The implementation combined automated document classification and data extraction typical of Intelligent Document Processing with human review and manual data entry for exceptions, preserving a human in the loop for underwriting decisions.
The Ocrolus implementation operated alongside Salesforce and Gmail, with extracted structured data routed into Salesforce records and reviewer communications handled via Gmail. Operational scope included loan origination, underwriting, and credit operations, and staff responsibilities explicitly included lender-facing communication by phone and email.
Governance emphasized reviewer-led exception handling and data entry controls, with operational procedures mapping document types to review queues and verification steps for credit and business status checks. The narrative reflects a configuration focused on document parsing, field extraction, and integration into CRM workflows using Ocrolus as the Intelligent Document Processing engine.
|
National Business Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Call Tracking and Recording | CRM |
|
2014 | 2014 |
|
|
|
|
|
Customer Experience | CRM |
|
2021 | 2021 |
|
|
|
|
|
Customer Experience | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
National Business Capital IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at National Business Capital
Apps Being Evaluated by National Business Capital Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-05-11 | National Business Capital | Evaluated | FIS Global | FIS Commercial Loan Servicing (formerly ACBS) | Loan Management | ERP Services and Operations |