North Bay Credit Union
397 Aviation Blvd,
Santa Rosa, 95403, CA ,
United States
Santa Rosa, 95403, CA ,
United States
1 707-584-0384
Banking and Financial Services
North Bay Credit Union Technographics
North Bay Credit Union Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by North Bay Credit Union and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 31 North Bay Credit Union employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that North Bay Credit Union has purchased the following applications: Sharetec Accounting for ERP Financial in 2018, Pendo Adopt for Digital Adoption in 2020, CMC Mobicint for Digital Banking in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems North Bay Credit Union is running and its propensity to invest more and deepen its relationship with Sharetec Systems , Fiserv , Pendo.io 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 North Bay Credit Union revenues, which have grown to $2.7 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 North Bay Credit Union 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.
North Bay Credit Union Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sharetec Systems | Legacy | Sharetec Accounting | ERP Financial | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, North Bay Credit Union implemented Sharetec Accounting to support its core accounting operations. Sharetec Accounting, classified as ERP Financial, was deployed to centralize transaction posting and ledger management for the credit union's Santa Rosa, CA finance function, addressing day-to-day bookkeeping for a 31 employee institution. The implementation aligned operational controls with an Accounting Clerk reporting to the Controller and embedded system use into staffed accounting roles.
The deployment configured general ledger and accounts payable capabilities, sub-ledger structures for Accrued Expenses, Prepaid Items, and Fixed Assets, and reconciliation workflows for ACH transactions, daily cash letter deposits, and cash deliveries. Processing of vendor bills and month-end closing procedures were operationalized within Sharetec Accounting, including supporting documentation capture and routine ledger reconciliations. Configuration emphasized transaction lifecycle integrity, sub-ledger maintenance, and routine operational tasks such as filing and document scanning tied to posted entries.
Integrations included connections with the existing FLEX core processing system to ingest transactional activity and with Catalyst FCU as the correspondent bank interface for payment and deposit reconciliation. Governance assigned the Accounting Clerk primary responsibility for daily transactional posting and reconciliations under Controller oversight, embedding Sharetec Accounting into the credit union's reconciliation cadence and vendor payment workflow. Rollout focused on in-person operational use at North Bay Credit Union's Santa Rosa office and aligned role-level processes with system controls and documentation requirements.
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Payment Processing | ERP Financial Management |
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2022 | 2022 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pendo.io | Legacy | Pendo Adopt | Digital Adoption | HCM | n/a | 2020 | 2020 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Computer Marketing Corporation | Legacy | CMC Mobicint | Digital Banking | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, North Bay Credit Union implemented CMC Mobicint as its Digital Banking platform. The deployment was scoped to deliver member-facing online and mobile banking functionality for a community credit union with roughly 31 employees, aligning the application to retail banking and member services use cases.
The CMC Mobicint implementation encompassed mobile banking, online account access, bill payment, mobile deposit capture and secure messaging modules, configured to support account viewing, transaction history, internal transfers and member notifications. Configuration work emphasized responsive mobile user interfaces, authentication workflows and personalization capabilities that are standard for Digital Banking solutions.
Operational coverage focused on member services, branch staff and channel management, with a phased rollout designed to onboard members and staff incrementally. The program included staff training for front line and operations teams, updates to member support processes and documentation to accommodate the new digital channels.
Governance established change control for channel configuration, defined authentication and communications policies and instituted an incident triage process to manage service continuity and updates to CMC Mobicint. Ongoing configuration stewardship was positioned within the credit union to coordinate periodic updates and member communication regarding the Digital Banking application.
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Digital Banking | ERP Services and Operations |
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2019 | 2019 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Analytics | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2018 | 2018 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2018 | 2018 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2020 | 2020 |
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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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2024 | 2024 |
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Web Application Firewalls (WAF), Phishing Protection | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at North Bay Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by North Bay Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD North Bay Credit Union Technographics
North Bay Credit Union is a Banking and Financial Services organization based in United States,
with around 31 employees and annual revenues of $2.7 million.
North Bay Credit Union operates a diverse technology stack with applications such as
Sharetec Accounting, Pendo Adopt and CMC Mobicint,
covering areas like ERP Financial, Digital Adoption and Digital Banking.
North Bay Credit Union has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sharetec Systems , Pendo.io and Computer Marketing Corporation .
North Bay Credit Union recently adopted applications including
Microsoft Entra ID (formerly Azure Active Directory) in 2024, Slack Connect in 2023 and Cloudflare CDN in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of North Bay Credit Union’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates North Bay Credit Union’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 North Bay Credit Union technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.