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● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

Patelco Credit Union
Location
3 Park Place,
Dublin, 94568, CA,
United States
Website
https://www.patelco.org/
Phone
1 800-358-8228
Artw industry
Banking and Financial Services
Employee
Revenue

Patelco Credit Union Technographics

Patelco Credit Union Software Purchases 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 Data, Technology Stack, and Enterprise Applications
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
Credit Union Management ERP Services and Operations 2015 2015
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.
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
Enterprise Content Management Content Management 2020 2020
Intelligent Document Processing Content Management 2019 2019
Web Content Management Content Management 2019 2019
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2019 2019
Customer Support CRM 2014 2014
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2014 2014
Marketing Analytics CRM 2018 2018
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2017 2017
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2018 2018
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AML, Fraud and Compliance TRM 2009 2009
AML, Fraud and Compliance TRM 2009 2009
Governance, Risk and Compliance TRM 2019 2019
Governance, Risk and Compliance TRM 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Robotic Process Automation PaaS 2020 2021
Transactional Email PaaS 2015 2015
Transactional Email PaaS 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2009 2009
Secure Email Gateways (SEGs) CyberSecurity 2015 2015
IT Decision Makers and Key Stakeholders at Patelco Credit Union
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Patelco Credit Union Executives
Date Company Status Vendor Product Category Market
No data found
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.