NBT Bank
52 S Broad St,
Norwich, 13815, NY,
United States
Norwich, 13815, NY,
United States
1 607-337-6136
Banking and Financial Services
NBT Bank Technographics
NBT Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by NBT Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2386 NBT 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 NBT Bank has purchased the following applications: FIS Relius for Benefits Administration, Pension Administration in 2021, Fiserv DNA Bank Platform for Core Banking in 2020, Fiserv MyCardCreation for Content Management 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 NBT Bank is running and its propensity to invest more and deepen its relationship with FIS Global , Astron Solutions , Fiserv 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 NBT Bank revenues, which have grown to $678.0 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 NBT 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.
NBT Bank Tech Stack and Enterprise Applications
NBT Bank HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2021 | 2021 |
In 2021, NBT Bank implemented FIS Relius for Benefits Administration,Pension Administration. The deployment addressed retirement plan administration priorities, concentrating on 401(k) contribution accuracy, cash reporting and regulatory compliance across finance and compliance functions.
Configuration work centered on contribution processing and reconciliation capabilities within FIS Relius, including rule-based validation, exception logging and reporting modules for audit purposes. The implementation included participant record verification workflows and SQL-enabled data extracts to support cross-checks between contribution records and payroll data, and the FIS Relius reporting engine was used to produce compliance-ready plan reports.
Integrations were executed with Schwab RT recordkeeping data feeds, with analysts running SQL queries on both FIS Relius and Schwab RT to validate employer matches, employee deferrals and IRS thresholds. Operational coverage involved NBT Bank finance and compliance teams, with on site activity in the Rochester, New York area, and data preparation steps leveraged advanced Excel techniques such as Power Query, pivot tables and lookup functions to merge and cleanse datasets.
Governance and process changes were driven by finance and compliance staff who owned reconciliation and audit documentation workflows, and who developed a dynamic Cash Report Compliance Template to automate validation and flag inconsistencies. The Cash Report Compliance Template shortened project timelines by 3 weeks and accelerated deliverables by over 20 percent, while structured exception logs and formatted plan reports supported audit readiness and maintained close attention to data security and regulatory compliance.
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Talent Management | HCM |
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2018 | 2018 |
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NBT Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Fiserv Signature Bank Platform | Fiserv DNA Bank Platform | Core Banking | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, NBT Bank implemented Fiserv DNA Bank Platform, migrating from the Fiserv Signature Bank Platform to consolidate core account processing and branch operations. The deployment emphasized Core Banking capabilities to support retail relationship banking, teller processing, and centralized deposit and cash management.
Deployment configuration centered on core modules for account management, deposit processing, teller operations, cash and vault controls, and loan servicing workflows. Fiserv DNA Bank Platform was used alongside branch-level customer service management tooling, with branch staff noted as proficient in DNA and CSM, and exposure to Encompass for lending activities.
Operational coverage included branch retail functions and relationship banker workflows, reflected in day-to-day activities such as assisting the teller line, balancing the vault, processing cash shipments to cash-in-transit providers, and servicing customer loan inquiries. The implementation supported customer service and retail lending business functions through integrated account and service management processes, enabling branch staff to perform transaction processing and loan servicing within the core platform.
Adoption and governance manifested at the branch level, with staff adoption of Fiserv DNA Bank Platform evident in daily usage by relationship bankers. Process standardization focused on teller and vault procedures and customer service management to align branch operations with the bank's core processing platform.
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Loan Management | ERP Services and Operations |
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2021 | 2021 |
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Loan Management | ERP Services and Operations |
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2020 | 2020 |
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Loan Origination System (LOS) | ERP Services and Operations |
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2019 | 2019 |
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NBT Bank Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv MyCardCreation | Content Management | Content Management | n/a | 2018 | 2018 |
In 2018, NBT Bank implemented Fiserv MyCardCreation, deploying a customer-facing card-design service classified in Content Management to enable debit card personalization. The Fiserv MyCardCreation application provides an image upload workflow, card design preview, and personalization orchestration for debit customers who choose custom art as part of card issuance in the United States, and the bank surfaces the MyCardCreation trademark on its public site as part of the consumer experience.
Operationally, the deployment is focused on customer digital channels and card operations, routing approved artwork into the bank's card production and payments workflow. Functional modules implemented include image upload and validation, design preview and selection, user experience controls, and orchestration for card issuance. Governance and operational ownership center on artwork acceptance rules and integration touchpoints with card issuance and payment processing systems, with responsibilities aligned to digital banking and card operations teams to manage the end to end personalization and fulfillment process. The NBT Bank Fiserv MyCardCreation Content Management deployment supports customer-facing card personalization and card issuance business functions.
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Digital Signing | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2016 | 2016 |
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NBT Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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NBT 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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2021 | 2021 |
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NBT 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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2012 | 2012 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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NBT Bank CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at NBT Bank
| First Name | Last Name | Title | Function | Department | Phone | |
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AVP, Mortgage Loan Originator | VP | Operations | |
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VP, Sr. Manager Loan Operations | VP | Operations | |
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Loan Operations Manager, SVP | VP | Operations | |
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Vice President, Mortgage Loan Officer | VP | Operations | |
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Apps Being Evaluated by NBT Bank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from NBT Bank IT executives and key decision makers. This section highlights NBT Bank's latest recorded technology evaluations, including Workday Peakon Employee Voice for Employee Engagement on 2026-04-01. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the NBT Bank digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-04-01 | NBT Bank | Evaluated | Workday | Workday Peakon Employee Voice | Employee Engagement | HCM |
FAQ - APPS RUN THE WORLD NBT Bank Technographics
NBT Bank is a Banking and Financial Services organization based in United States,
with around 2386 employees and annual revenues of $678.0 million.
NBT Bank operates a diverse technology stack with applications such as
FIS Relius, Fiserv DNA Bank Platform and Fiserv MyCardCreation,
covering areas like Benefits Administration, Pension Administration, Core Banking and Content Management.
NBT Bank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as FIS Global and Fiserv.
NBT Bank recently adopted applications including
DocuSign eSignature in 2023, FIS Relius in 2021 and FIS Origenate in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of NBT Bank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates NBT Bank’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete NBT Bank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.