Walnut Creek, 94596, CA,
United States
Pacific Coast Bankers Bank Technographics
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: Amazon CloudFront for Content Delivery Network in 2013, 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 Amazon Web Services (AWS) , 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.
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon CloudFront | Content Delivery Network | IaaS | n/a | 2013 | 2013 |
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| 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. |
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo | Marketing Automation | CRM | n/a | 2018 | 2018 | ||
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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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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
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Survey and Questionnaire | Collaboration |
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2019 | 2019 |
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