Ruston, 71270, LA,
United States
Origin Bank Technographics
Origin Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Origin Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Origin 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 Origin Bank has purchased the following applications: Exela Lockbox for AR Automation in 2018, Ramsey Smartdollar for Earned Wage Access in 2021, FinQuery for Lease Management in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Origin Bank is running and its propensity to invest more and deepen its relationship with Exela Technologies , Oracle , Ramsey Solutions 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 Origin Bank revenues, which have grown to $300.0 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 Origin 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.
Origin Bank Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exela Technologies | Legacy | Exela Lockbox | AR Automation | ERP Financial Management | n/a | 2018 | 2018 |
In 2018 Origin Bank implemented Exela Lockbox to support AR Automation across its treasury management and receivables operations. The deployment targeted electronic payment capture and centralized receivables processing for the bank’s commercial and retail client portfolios.
Exela Lockbox was configured to handle ACH Origination Services, Remote Deposit Capture, Lockbox Services with hourly morning pickups, Commercial Cash Vault Services, and Merchant Services. The implementation included Web Lockbox access and online image retrieval, enabling Remote Deposit Capture to convert paper checks into electronic images for faster funds availability.
Operationally the solution was embedded into Origin Bank’s treasury management workflows, serving receivables, reconciliation, information management, and fraud mitigation functions. Integrations encompassed connectivity to the nationwide ACH network for electronic payments and links to third party payment processors for merchant services, together with online reporting interfaces to streamline reconciliation.
Governance focused on transaction-level online reporting, access controls for Web Lockbox, and process changes for hourly lockbox pickups and armored car cash vault logistics. The configuration emphasized reducing employee cash handling risk and improving reconciliation and reporting through Exela Lockbox’s online tools.
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ERP Financial | ERP Financial Management |
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2015 | 2015 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ramsey Solutions | Legacy | Ramsey Smartdollar | Earned Wage Access | HCM | n/a | 2021 | 2021 |
In 2021 Origin Bancorp launched Ramsey Smartdollar as a corporate financial wellness benefit across its bank operations in the United States, as disclosed in its SEC filings. Ramsey Smartdollar was introduced to deliver Earned Wage Access capabilities within the companys HR and benefits portfolio and to provide on demand financial wellness resources for employees.
The implementation configured Ramsey Smartdollar to support on demand access to earned wages, employee financial education content, and integration points with HR and payroll workflows consistent with Earned Wage Access solutions. Configuration emphasized employee self service and benefit enrollment linkage to align payout orchestration with payroll cycles for a company with approximately 700 employees.
SEC filings report participation rates above 40 percent and note that Origin received a Dave Ramsey Foundation 'Vision' award for adoption, indicating high employee engagement during the rollout. Governance and program ownership were positioned in HR and benefits, with the deployment covering Origin Bancorps U.S. bank operations according to the filings.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FinQuery, formerly LeaseQuery | Legacy | FinQuery | Lease Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017 Origin Bank implemented FinQuery for Lease Management, a deployment recorded in the LeaseQuery customer database. Origin Bank FinQuery Lease Management was positioned to centralize lease accounting and administration for the bank’s finance organization, aligning contract records and accounting workflows under a single application.
The implementation of FinQuery included canonical Lease Management capabilities such as a centralized lease catalog, contract abstraction and indexing, lease payment and amortization schedules, and lease accounting routines that support ASC 842 and IFRS 16 style reporting workflows. FinQuery was configured to capture lease terms, key dates, and financial attributes to produce accounting entries and disclosure schedules, with audit trail and reporting modules populated from contract-level data.
Operational responsibility for FinQuery rested with corporate finance and accounting teams, with the system used to standardize month end lease accounting tasks, maintain a single source of truth for leased assets, and support external audit preparedness. Governance was formalized through role based access controls, approval workflows for lease initiations and amendments, and documented processes for contract abstraction and periodic reconciliation.
The deployment emphasized application-level controls and process standardization rather than broad IT integration initiatives, keeping the implementation scope focused on lease accounting, administration workflows, and centrally managed lease data for Origin Bank.
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Title and Appraisal Management | ERP Services and Operations |
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2022 | 2022 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2017 | 2017 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2018 | 2018 |
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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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2017 | 2017 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2017 | 2017 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2016 | 2016 |
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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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2017 | 2017 |
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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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2017 | 2017 |
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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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2019 | 2020 |
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Video Surveillance System | Physical Security |
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2019 | 2020 |
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IT Decision Makers and Key Stakeholders at Origin Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Origin Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||