Patelco Credit Union
3 Park Place,
Dublin, 94568, CA,
United States
Dublin, 94568, CA,
United States
1 800-358-8228
Banking and Financial Services
Patelco Credit Union Technographics
Patelco Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Patelco Credit Union and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 750 Patelco Credit Union employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Patelco Credit Union has purchased the following applications: AppWorx Workload Automation for Business Process Management in 2022, [24]7 Conversations for Chatbots and Conversational AI in 2025, 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 Patelco Credit Union is running and its propensity to invest more and deepen its relationship with Broadcom , Fiserv , [24]7.ai 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 Patelco Credit Union revenues, which have grown to $72.0 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 Patelco Credit Union 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.
Patelco Credit Union Tech Stack and Enterprise Applications
Patelco Credit Union ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Broadcom | Legacy | AppWorx Workload Automation | Business Process Management | ERP Services and Operations | n/a | 2022 | 2023 |
In 2022, Patelco Credit Union deployed AppWorx Workload Automation from Broadcom as part of its Business Process Management tooling to manage scheduled workloads and batch orchestration. The initiative was executed inside the Technical Development organization which supports major internal business applications and operates from the Dublin, California headquarters with hybrid developer work arrangements.
AppWorx Workload Automation was configured to provide enterprise job scheduling, workload automation, dependency orchestration, calendar and SLA-aware scheduling, and automated recovery workflows. The implementation centralized batch orchestration tasks and formalized scheduling logic for core processing windows, aligning AppWorx Workload Automation functionality with Patelco's Business Process Management needs.
The deployment integrated with existing core batch processing environments, specifically Automic and Unix based processing platforms, to enable cross-platform orchestration and to sequence job streams across systems. Operational coverage focused on the Technical Development team, scrum teams and batch operations, with administration and runbook execution coordinated from the Dublin HQ.
Governance and release discipline were enforced through formal change control submissions, deployment and validation plans, and separation of duty controls consistent with Patelco procedures. Development practices emphasized converting stories to tasks, unit testing prior to QA, documentation of solutions, and adhering to approved change control procedures to maintain operational oversight of scheduled workloads.
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Credit Union Management | ERP Services and Operations |
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2015 | 2015 |
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Patelco Credit Union AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| [24]7.ai | Legacy | [24]7 Conversations | Chatbots and Conversational AI | AI-Powered Application | n/a | 2025 | 2025 |
In 2025, Patelco Credit Union deployed [24]7 Conversations to introduce browser based video chat and virtual agents intended to enhance digital banking member support. The implementation aligns Patelco with Chatbots and Conversational AI capabilities, using conversational agents to address account openings and more complex member inquiries while offering live video escalation.
The [24]7 Conversations deployment centers on virtual agent workflows and a browser based video chat feature, configured to handle end to end account opening interactions and to triage complex support cases. Functionality implemented includes conversational intent handling, scripted account opening guidance, session escalation to live video agents, and conversational session continuity between virtual agents and human members of the support team.
Operational coverage targeted digital banking channels and member support functions, with the virtual agents operating alongside contact center workflows to reduce friction during account opens and transfers to specialist teams. The deployment integrated into online member touchpoints and the contact center routing environment to provide seamless handoffs from automated conversations to live video assisted sessions without naming specific backend systems.
Governance for the rollout emphasized conversation design, escalation policies, and compliance review for account opening procedures, with phased provisioning across digital channels to manage risk and agent adoption. The implementation of [24]7 Conversations positions Patelco Credit Union to use Chatbots and Conversational AI for both automated handling of routine inquiries and browser based video assisted resolution of complex member issues.
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Patelco Credit Union 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, Patelco Credit Union deployed DocuSign eSignature as a Digital Signing solution to capture member-facing signatures directly on its public website. The implementation positions DocuSign eSignature to handle embedded web signing ceremonies and standard eSignature workflows for member agreements and consent forms, aligning the application with online customer journeys and web-based form processing.
Configuration emphasized web embedding and recipient routing, with implementation of recipient authentication controls and audit trail capture consistent with Digital Signing functional patterns. DocuSign eSignature was configured to support envelope creation, signing order and notification workflows, and persistent audit logs for each signed transaction to meet operational signing requirements.
Operational scope centered on member-facing business functions, including account enrollment, service agreements and other digitally executed documents accessed through the website. Governance and operations responsibilities were organized around IT ownership of the web integration and operational teams using the application for signature lifecycle management, while compliance and recordkeeping workflows leveraged the eSignature audit capabilities for retention and verification.
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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Intelligent Document Processing | Content Management |
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2019 | 2019 |
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Web Content Management | Content Management |
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2019 | 2019 |
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Patelco Credit Union CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Patelco Credit Union ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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Patelco Credit Union TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2009 | 2009 |
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AML, Fraud and Compliance | TRM |
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2009 | 2009 |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Patelco Credit Union PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2020 | 2021 |
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Patelco Credit Union 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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2021 | 2021 |
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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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2022 | 2022 |
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Patelco Credit Union CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2009 | 2009 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Patelco Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
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VP of Finance | VP | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Mortgage Loan Officer | Manager | Finance | |
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CEO/President | CXO | Finance | |
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Chief Technology and Transformation Officer | CXO | IT | |
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VP, IT and Cloud Operations | VP | IT | |
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VP, Enterprise Risk | VP | Risk | |
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SVP, Operations | VP | Operations | |
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Director, Home Loans | Director | Finance | |
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Home Loans Program Manager | Manager | Finance | |
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Vice President of Digital Experience | VP | IT | |
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VP of Technology | VP | IT | |
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Manager, Systems Optimization | Manager | IT | |
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Apps Being Evaluated by Patelco Credit Union Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Patelco Credit Union IT executives and key decision makers. This section highlights Patelco Credit Union's latest recorded technology evaluations, including Alkami for Digital Banking on 2025-01-23, Swiftype for Application, Web and Enterprise Search on 2024-11-18, and Google Cloud Platform (GCP) for Application Hosting and Computing Services on 2024-07-24. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Patelco Credit Union digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-01-23 | Patelco Credit Union | Evaluated | Alkami | Alkami | Digital Banking | ERP Services and Operations |
| 2024-11-18 | Patelco Credit Union | Evaluated | Swiftype | Swiftype | Application, Web and Enterprise Search | Content Management |
| 2024-07-24 | Patelco Credit Union | Evaluated | Google Cloud Platform (GCP) | Application Hosting and Computing Services | IaaS |
FAQ - APPS RUN THE WORLD Patelco Credit Union Technographics
Patelco Credit Union is a Banking and Financial Services organization based in United States,
with around 750 employees and annual revenues of $72.0 million.
Patelco Credit Union operates a diverse technology stack with applications such as
AppWorx Workload Automation, [24]7 Conversations and DocuSign eSignature,
covering areas like Business Process Management, Chatbots and Conversational AI and Digital Signing.
Patelco Credit Union has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Broadcom, [24]7.ai and DocuSign.
Patelco Credit Union recently adopted applications including
[24]7 Conversations in 2025, AppWorx Workload Automation in 2022 and Amazon CloudFront in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Patelco Credit Union’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Patelco Credit Union’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 Patelco Credit Union technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.