Preferred Bank - Los Angeles, CA
601 S. Figueroa St. 48th Floor,
Los Angeles, 90017, CA,
United States
Los Angeles, 90017, CA,
United States
1 213-891-1188
Banking and Financial Services
Preferred Bank - Los Angeles, CA Technographics
Preferred Bank - Los Angeles, CA Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Preferred Bank - Los Angeles, CA and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 299 Preferred Bank - Los Angeles, CA employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Preferred Bank - Los Angeles, CA has purchased the following applications: Fiserv Premier Bank Platform for Core Banking in 2016, Microsoft 365 for Collaboration in 2020, Intuit Mailchimp for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Preferred Bank - Los Angeles, CA is running and its propensity to invest more and deepen its relationship with Fiserv , CSI , MeridianLink 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 Preferred Bank - Los Angeles, CA revenues, which have grown to $254.0 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 Preferred Bank - Los Angeles, CA 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.
Preferred Bank - Los Angeles, CA Tech Stack and Enterprise Applications
Preferred Bank - Los Angeles, CA ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Premier Bank Platform | Core Banking | ERP Services and Operations | n/a | 2016 | 2017 |
In 2016 Preferred Bank - Los Angeles, CA implemented Fiserv Premier Bank Platform as its Core Banking application to centralize retail deposit processing, mortgage origination, and BSA/AML onboarding workflows. The Fiserv Premier Bank Platform deployment focused on consolidating account processing and customer lifecycle management across branch and retail channels, positioning the application as the primary system of record for deposits, teller operations, and customer relationship data.
Configuration work centered on customer onboarding and risk workflows, including support for CIP, CDD, and EDD steps, automated OFAC and ChexSystem screening prior to account opening, and formalized submission of New Account Worksheets and BSA/AML risk-rating worksheets to the bank's BSA department. Fiserv Premier Bank Platform was configured to support daily account monitoring and fund availability reporting, and to interface with mortgage intake processes so loan originators could complete 1003 applications and coordinate with underwriting and loan processing teams.
Operational integration included explicit interfaces with Fiserv Premier Navigator/Viewpoint for financial reporting, Director Client for bank reporting, and Encompass Ellie Mae for mortgage pipeline management, preserving transactional continuity between core deposit systems and the mortgage origination stack. Governance and workflow changes were implemented to route internal SAR referrals and BSA inquiries into the BSA department, to require timely responses to information requests, and to schedule annual on-site reviews of high risk business customers, aligning operations in retail banking, mortgage origination, and compliance with the Core Banking platform.
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Digital Banking | ERP Services and Operations |
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2018 | 2018 |
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Loan Management | ERP Services and Operations |
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2021 | 2021 |
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Preferred Bank - Los Angeles, CA Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Preferred Bank implemented Microsoft 365. The deployment of Microsoft 365, classified under the Collaboration category, is observable in the company’s public website footprint and was provisioned to support corporate communication and productivity across the organization.
The implementation centers on Collaboration capabilities native to Microsoft 365, including email and calendaring, chat and meetings, and cloud document collaboration. Configuration is consistent with Exchange Online for messaging, Microsoft Teams for real-time communication and meetings, SharePoint Online and OneDrive for Business for document management and coauthoring, and the Office desktop and web applications for user productivity.
Operational governance aligns with standard Microsoft 365 administration models, using centralized tenant administration, role based access controls, and policy driven retention and compliance settings. Identity and device posture are expected to be managed through Azure Active Directory integrated with Microsoft 365 and typical enterprise mobility controls such as Microsoft Intune, supporting deployment across Preferred Bank’s approximately 299 employees and business functions including corporate communications and customer facing operations.
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Preferred Bank - Los Angeles, CA CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020 Preferred Bank implemented Intuit Mailchimp as its Marketing Automation solution on its public website. Preferred Bank Intuit Mailchimp Marketing Automation supports the bank's marketing and customer engagement functions for retail banking customers and digital channels. The deployment is centered on Intuit Mailchimp web-embedded signup forms, audience list management and segmentation, template-driven email campaign orchestration, scheduled and triggered automation workflows, and built-in campaign reporting and analytics. Configuration emphasizes web capture and subscriber consent, reusable templates, segmented audience targeting, and standard delivery scheduling available within Intuit Mailchimp. Operational coverage is focused on the bank marketing organization and the public website, with audience capture and outbound email delivery handled through the application rather than through any named back-office system integrations. Governance is positioned with marketing for subscription management and regulatory compliant messaging workflows typical in Banking and Financial Services, aligning web consent capture with campaign enrollment and suppression lists.
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Preferred Bank - Los Angeles, CA PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Preferred Bank - Los Angeles, CA 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Preferred Bank - Los Angeles, CA 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Preferred Bank - Los Angeles, CA
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Preferred Bank - Los Angeles, CA Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Preferred Bank - Los Angeles, CA IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Preferred Bank - Los Angeles, CA digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Preferred Bank - Los Angeles, CA Technographics
Preferred Bank - Los Angeles, CA is a Banking and Financial Services organization based in United States,
with around 299 employees and annual revenues of $254.0 million.
Preferred Bank - Los Angeles, CA operates a diverse technology stack with applications such as
Fiserv Premier Bank Platform, Microsoft 365 and Intuit Mailchimp,
covering areas like Core Banking, Collaboration and Marketing Automation.
Preferred Bank - Los Angeles, CA has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Fiserv, Microsoft and Intuit.
Preferred Bank - Los Angeles, CA recently adopted applications including
MeridianLink Consumer (ex LoansPQ) in 2021, Scaleway in 2021 and Cisco Secure Email (formerly Email Security Appliance) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Preferred Bank - Los Angeles, CA’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Preferred Bank - Los Angeles, CA’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 Preferred Bank - Los Angeles, CA technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.