Optimal Blue
5340 Legacy Dr,
Plano, 75024, TX,
United States
Plano, 75024, TX,
United States
1 972-781-0200
Banking and Financial Services
Optimal Blue Technographics
Optimal Blue Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Optimal Blue and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Optimal Blue employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Optimal Blue has purchased the following applications: Microsoft Power BI for Analytics and BI in 2016, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, DocuSign eSignature for Digital Signing 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 Optimal Blue is running and its propensity to invest more and deepen its relationship with Microsoft , Cisco Systems , CodeTwo 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 Optimal Blue revenues, which have grown to $100.0 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 Optimal Blue 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.
Optimal Blue Tech Stack and Enterprise Applications
Optimal Blue Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, Optimal Blue implemented Microsoft Power BI to create a lender-facing self-service analytics product within its mortgage marketplace, supporting management of $45 billion in rate locks for one of four mortgages nationwide. The implementation is described within the Analytics and BI category and was driven by a newly formed data team under the Director of Data Engineering.
The program combined solution architecture, data architecture, dimensional modeling, and software architecture into a single product offering, with hands on leadership of an agile team comprised of internal staff and outsourced services from a third party partner. Functional capabilities included dimensional data models for loan lock processes, governed metrics for trading and pricing workflows, and embedded dashboards using Power BI Embedded to surface analytics to lender customers.
The deployment architecture used Azure Data Factory for ETL and orchestration, Azure SQL Elastic Pools as the analytic relational store, Power BI Embedded for delivery of interactive reports, and VSTS for build and deployment pipelines of all artifacts. Data pipelines, schema design, and CI CD pipelines were part of the technical deliverables, aligning analytics ingestion, modeling, and report provisioning into an automated release process.
Governance and operational scope centered on the Data Engineering organization and the lender-facing product team, with dimensional modeling and pipeline CI CD enforcing consistent metrics and release controls. The Microsoft Power BI implementation provided a productionized self-service business intelligence capability for lenders to monitor and manage loan lock processes, delivered through embedded analytics and governed data models.
|
Optimal Blue Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Optimal Blue implemented Cisco Webex Meetings. Optimal Blue, a Banking and Financial Services company headquartered in the United States with approximately 350 employees, uses Cisco Webex Meetings for Audio Video and Web Conferencing embedded on its public website to support customer facing sessions and internal collaboration.
The deployment uses Cisco Webex Meetings as a cloud hosted conferencing layer with an embedded browser based join experience on the website, delivering standard Audio Video and Web Conferencing capabilities such as HD video, audio, screen sharing, recording, and scheduling workflows. Governance and operational control focus on access controls and meeting scheduling policies to align customer facing use cases with internal collaboration, and the implementation is positioned as a web embedding of Cisco Webex Meetings to streamline client interactions via the corporate site.
|
|
|
|
|
Collaboration | Collaboration |
|
2018 | 2018 |
|
|
|
|
|
Collaboration | Collaboration |
|
2021 | 2021 |
|
Optimal Blue Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Optimal Blue implemented DocuSign eSignature on its public website to provide Digital Signing for customer-facing document execution. DocuSign eSignature was embedded to enable in-browser signature capture and workflow orchestration for documents presented on web pages.
The implementation leverages standard DocuSign eSignature capabilities such as envelope management, templating, recipient authentication, and a tamper-evident audit trail, configured to support web-driven signing sessions. Configuration emphasized embedded signing flows, template-based document generation, and automated notification routing to streamline signature collection.
Operationally the deployment is scoped to the website channel where signing events are initiated from customer interactions, providing a centralized digital signature endpoint for outward-facing document execution. Integration is implemented through DocuSign eSignature web integration patterns and APIs to render signing sessions within the browser and to record envelope status back to the website.
Governance was framed around eSignature audit logs and recipient authentication to preserve evidentiary value and support internal controls for online contract capture. Rollout and operational ownership were aligned to web product and legal teams to manage templates and signing policies.
|
Optimal Blue CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2014 | 2014 |
|
|
|
|
|
Marketing Automation | CRM |
|
2015 | 2015 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
Optimal Blue ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
|
Optimal Blue TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
Optimal Blue PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2018 | 2018 |
|
|
|
|
|
Transactional Email | PaaS |
|
2018 | 2018 |
|
Optimal Blue IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Optimal Blue
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
VP, Financial Planning and Analysis | VP | Finance | |
|
|
|
VP Technical Operations | VP | IT | |
|
|
|
Director of IT | Director | IT | |
|
Apps Being Evaluated by Optimal Blue Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Optimal Blue IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Optimal Blue digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Optimal Blue Technographics
Optimal Blue is a Banking and Financial Services organization based in United States,
with around 350 employees and annual revenues of $100.0 million.
Optimal Blue operates a diverse technology stack with applications such as
Microsoft Power BI, Cisco Webex Meetings and DocuSign eSignature,
covering areas like Analytics and BI, Audio Video and Web Conferencing and Digital Signing.
Optimal Blue has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Cisco Systems and Docusign.
Optimal Blue recently adopted applications including
CodeTwo Email Signatures in 2021, DocuSign eSignature in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Optimal Blue’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Optimal Blue’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 Optimal Blue technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.