Columbus, 43219, OH,
United States
Northwest Bank Technographics
Northwest Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Northwest Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2190 Northwest 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 Northwest Bank has purchased the following applications: FIS Relius for Benefits Administration, Pension Administration in 2015, Q2 Digital Banking Platform for Digital Banking in 2017, DocuSign eSignature for Digital Signing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Northwest Bank is running and its propensity to invest more and deepen its relationship with FIS Global , UKG , HRTMS 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 Northwest Bank revenues, which have grown to $520.0 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 Northwest 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.
Northwest Bank Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2015 | 2015 |
In 2015, Northwest Bank implemented FIS Relius to support Benefits Administration,Pension Administration. FIS Relius served as the core retirement plan administration application used by the bank’s retirement plan specialists to manage plan operations and compliance workflows.
The deployment focused on functional capabilities for plan design, annual compliance processing such as non discrimination testing and Form 5500 filings, determination of employer contributions, and review and processing of distribution requests. FIS Relius was used to centralize administrative bookkeeping, participant recordkeeping, and participant education workflows for defined contribution plans.
Integrations and adjacent tooling included Relius administration working alongside FT Williams document software and Microsoft Office applications for document generation, reporting, and client communication. Operational scope covered third party administration services for small to mid size employer retirement plans, including 401(k), 403(b), 457(b) government, 457(b) tax exempt, and 457(f) plan types.
Governance and process changes centered on formalizing compliance and testing workflows, directing administrative groups responsible for books of business, and structuring client servicing and vendor servicing responsibilities. FIS Relius was positioned as Northwest Bank’s system of record for pension administration and benefits administration functions across the bank’s retirement services practice.
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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Workforce Management | HCM |
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2022 | 2022 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q2 Software | Legacy | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations | n/a | 2017 | 2018 |
In 2017, Northwest Bank implemented the Q2 Digital Banking Platform. The deployment positioned the Q2 Digital Banking Platform as the institution's Digital Banking solution for retail channels and customer service workflows, with visible operational use in branch teller and call center operations including staff in Erie, PA. This implementation aligned the bank's front-line transaction processing and relationship management with an integrated digital channel strategy, centralizing online and assisted account servicing. The decision scoped the platform to support routine account transactions, customer onboarding, and day-to-day teller and call center activities.
Operational staff proficiency included Q2 Central and Encore, which were used as functional components of the Q2 Digital Banking Platform. Q2 Central served as the administrative and servicing console for customer-facing representatives, while Encore functioned as the customer interaction and online banking surface within the same platform. Configurations emphasized accurate transaction processing, customer relationship establishment, and service console workflows, consistent with Digital Banking category capabilities such as account servicing, authentication flows, and customer service orchestration.
The rollout covered retail operations and customer service departments, with explicit user adoption by tellers and call center representatives in Erie, PA. No external integration partners or third-party systems are named in the provided context. Operational coverage therefore focuses on branch and contact center channels and the internal service desks that supported day-to-day banking transactions.
Governance around the implementation included role-specific training, ongoing adherence to call volume and operational standards, and peer-to-peer training where experienced representatives taught customer service staff on platform programs. Staff records indicate completion of appropriate banking training and proficiency in Q2 Central and Encore, and operational outcomes noted include efficient and accurate transaction processing and maintained customer service levels as part of routine operations.
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Digital Banking | ERP Services and Operations |
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2008 | 2008 |
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Lease Management | ERP Services and Operations |
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2016 | 2016 |
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Loan Management | ERP Services and Operations |
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2020 | 2020 |
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Loan Management | ERP Services and Operations |
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2023 | 2023 |
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Loan Management | ERP Services and Operations |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2020 | 2020 |
In 2020, Northwest Bank implemented DocuSign eSignature for Digital Signing to enable electronic delivery and signature of customer disclosures, account agreements, and transactional documents across the bank and its affiliates. The deployment required end users to accept an Electronic Record and Signature Disclosure and Consent Agreement before exchanging documents, establishing consent as a prerequisite for electronic document exchange and signature capture in the DocuSign eSignature system.
The implementation configured electronic disclosure and consent workflows, document delivery and storage, signer authentication using email and cell phone channels, and image capture of signatures. DocuSign eSignature was provisioned to allow recipients to download, save, and print completed documents during and immediately after signing and to receive a completed electronic copy from DocuSign upon submission, with browser and PDF reader requirements enforced as part of client device compatibility checks.
Operational governance mandated customers maintain current contact information with Northwest Bank branches or account officers, and to provide personal identifying information when updating sensitive data. Withdrawal of consent is handled through branch customer service or relationship managers and may result in termination of electronic services, conversion to paper statements, or application of fees as described in product agreements. The configuration emphasizes recorded electronic consent, retained signed document images, and document accessibility to support enforceable electronic signatures through DocuSign eSignature.
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Document Management | Content Management |
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2020 | 2020 |
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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Web Content Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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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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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2023 | 2023 |
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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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Single Sign-On (SSO) | 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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Secure Web Gateways (SWG) | CyberSecurity |
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2018 | 2018 |
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Physical Security
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Video Surveillance System | Physical Security |
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2018 | 2018 |
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Video Surveillance System | Physical Security |
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2018 | 2018 |
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Video Surveillance System | Physical Security |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Northwest Bank
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Northwest Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||