Walnut Creek, 94596, CA,
United States
Pacific Coast Bankers Bank Technographics
Pacific Coast Bankers Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pacific Coast Bankers Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Pacific Coast Bankers 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 Pacific Coast Bankers Bank has purchased the following applications: Momentive SurveyMonkey for Survey and Questionnaire in 2019, Alogent AccuSystems for Document Management in 2019, Adobe Marketo for Marketing Automation 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 Pacific Coast Bankers Bank is running and its propensity to invest more and deepen its relationship with Momentive (formerly SurveyMonkey) , Alogent , Adobe Systems 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 Pacific Coast Bankers Bank revenues, which have grown to $20.0 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 Pacific Coast Bankers 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.
Pacific Coast Bankers Bank Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Momentive (formerly SurveyMonkey) | Legacy | Momentive SurveyMonkey | Survey and Questionnaire | Collaboration | n/a | 2019 | 2019 |
Pacific Coast Bankers Bank implemented Momentive SurveyMonkey in 2019, deploying the application on its public website to capture structured feedback and form responses. The deployment uses Momentive SurveyMonkey as a Survey and Questionnaire solution to deliver embedded web surveys and on-site feedback widgets that collect customer input and website experience data at the point of interaction. This web-focused placement establishes Momentive SurveyMonkey as the primary channel for external respondent capture rather than an internal-only survey tool.
Configuration and operational use emphasize category-aligned capabilities, including templated survey design, conditional branching, response validation, and reporting exports to support downstream review. Momentive SurveyMonkey data flows into client experience and marketing workflows for follow up and analysis, with survey content and publication managed through established content review and approval processes before being embedded on the site. Governance centers on survey design controls and respondent data handling consistent with Survey and Questionnaire platform practices, enabling Pacific Coast Bankers Bank to standardize external feedback collection via the website.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Alogent | Legacy | Alogent AccuSystems | Document Management | Content Management | n/a | 2019 | 2019 |
In 2019 Pacific Coast Bankers Bank implemented Alogent AccuSystems as its Document Management solution, targeting Lending Administration workflows for receiving, uploading, categorizing and organizing client files. The deployment centralized document intake for lending teams and was scoped to support file handling on the bank's internal servers as well as connections to the Lending Marketplace and Alogent AccuSystems repositories to maintain parallel access and storage.
Alogent AccuSystems was configured to enforce a metadata driven taxonomy and indexing scheme for client files, supporting batch upload, automated categorization and folder organization aligned to lending lifecycle states. The configuration emphasized secure access controls and role based permissions for lending administrators, document versioning and audit trail capabilities typical of Document Management implementations to standardize file structure and searchability.
Operational integration tied intake points to internal file servers and the Lending Marketplace, creating a multi‑repository environment where Lending Administration duties are performed across the lending team. Governance focused on standardized intake workflows, naming conventions and controlled access policies to ensure consistent categorization and organized file management, delivering a streamlined and efficient approach to client file handling.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018, Pacific Coast Bankers Bank implemented Adobe Marketo as its Marketing Automation platform, deploying the application on its public website to centralize digital lead capture and campaign orchestration. Adobe Marketo was used to enable web tracking, form-based lead capture, email campaign orchestration, segmentation and automated nurture workflows, supporting marketing operations and demand generation functions.
Deployment focused on website-level instrumentation with Marketo forms and tracking to capture visitor behavior and feed campaign segmentation, supporting lead capture flows and behavioral targeting across site interactions. Governance centered on campaign lifecycle controls and role-based access within the marketing organization, with configuration optimized for ongoing campaign management and customer acquisition channels.
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation, Sales Engagement | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Pacific Coast Bankers Bank
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Pacific Coast Bankers Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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