Q2 Bank
10355 Pecan Park Boulevard,
Austin, 78729, TX,
United States
Austin, 78729, TX,
United States
1 833-444-3469
Professional Services
Q2 Bank Technographics
Q2 Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Q2 Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2548 Q2 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 Q2 Bank has purchased the following applications: UKG AutoTime (ex Kronos Workforce AutoTime) for Time and Attendance in 2018, Mastercom for Dispute Management in 2023, Envestnet Yodlee Conversational AI for Chatbots and Conversational AI in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Q2 Bank is running and its propensity to invest more and deepen its relationship with UKG , Mastercard , Yodlee 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 Q2 Bank revenues, which have grown to $795.0 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 Q2 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.
Q2 Bank Tech Stack and Enterprise Applications
Q2 Bank HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG AutoTime (ex Kronos Workforce AutoTime) | Time and Attendance | HCM | n/a | 2018 | 2018 |
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Q2 Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mastercard | Legacy | Mastercom | Dispute Management | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023, Q2 Holdings, Inc. integrated Mastercom into its Helix cloud-native core and Centrix dispute intake to extend Dispute Management capabilities to Helix customers in the United States. The announcement explicitly names Mastercom as part of the Helix offering to provide embedded dispute resolution for financial institutions.
Implementation centered on embedding Mastercom’s dispute resolution workflows alongside Centrix dispute intake, creating an intake to resolution pipeline within Q2’s cloud-native architecture. Functional capabilities implemented include dispute intake orchestration, case routing, investigation workflow support, and chargeback adjudication consistent with standard Dispute Management operations.
The integration links Mastercom into Helix operational layers and Centrix intake channels, providing end-to-end dispute management coverage for customer banks and credit unions rather than a disconnected tool. Governance emphasis described in the announcement focuses on unified dispute routing and operational handoffs between intake, investigation, and resolution teams to streamline dispute workflows.
Q2 stated the collaboration with Mastercard and Mastercom is intended to help financial institutions mitigate chargebacks and streamline dispute workflows, outcomes explicitly cited in the press release. Mastercom is presented as the named Dispute Management application within the Helix offering to operationalize dispute resolution for Q2’s financial institution customers.
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Q2 Bank AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Yodlee | Legacy | Envestnet Yodlee Conversational AI | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Q2 Holdings, Inc. integrated Envestnet Yodlee Conversational AI into its digital banking platform to provide conversational banking capabilities to its bank and credit union customers in the United States. The Envestnet Yodlee Conversational AI deployment, classified in the Chatbots and Conversational AI category, was announced in 2019 with an estimated 2019 go live. The integration targeted retail banking, customer service, and CRM use cases, enabling chat and voice assistants for balance inquiries, transaction details, and financial wellness prompts.
The implementation embedded conversational capabilities typical of the category, including natural language understanding, dialog orchestration, intent routing, and banking specific prompt frameworks to process account queries and transactional lookups. Architecturally the solution was integrated with Q2's digital banking front end and instrumented to surface responses in chat and voice channels used by retail customers. Governance and operational emphasis centered on shifting first line customer interactions to automated assistants, aligning digital channel workflows with CRM and customer service triage.
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Q2 Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Event Management | Collaboration |
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2021 | 2021 |
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Q2 Bank Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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Q2 Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2021 | 2021 |
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Account Based Marketing | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Q2 Bank EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2021 | 2021 |
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Q2 Bank ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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Q2 Bank PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Q2 Bank TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Q2 Bank PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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API Management | PaaS |
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2022 | 2022 |
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Test Automation Platform | PaaS |
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2022 | 2022 |
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Test Automation Platform | PaaS |
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2022 | 2022 |
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Test Automation Platform | PaaS |
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2022 | 2022 |
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Test Automation Platform | PaaS |
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2022 | 2022 |
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Test Automation Platform | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Q2 Bank 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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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2021 | 2021 |
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Q2 Bank CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2024 | 2025 |
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Data Loss Prevention | CyberSecurity |
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2022 | 2022 |
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Extended Detection and Response (XDR) | CyberSecurity |
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2025 | 2025 |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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Security Information and Event Management (SIEM) | CyberSecurity |
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2025 | 2025 |
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Q2 Bank Managed Services Provider (MSP)
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Hybrid & Public Cloud MSP, Infrastructure & Network MSP, Workplace & Communications MSP, Security MSP | Managed Services Provider (MSP) |
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2024 | 2024 |
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IT Decision Makers and Key Stakeholders at Q2 Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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SVP of Customer Success | VP | Customer Service | |
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Senior Director of Customer Support | Director | Customer Service | |
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Director, Client Experience Management | Director | Customer Service | |
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Director, Client Experience Management | Director | Customer Service | |
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Head of Enterprise Client Development & Success, Americas, PrecisionLender | Director | Customer Service | |
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EVP/CTO | CXO | IT | |
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Chief Product Officer | CXO | R&D | |
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Manager, QA Automation | Manager | IT | |
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VP of Software Engineering | VP | IT | |
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Apps Being Evaluated by Q2 Bank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Q2 Bank IT executives and key decision makers. This section highlights Q2 Bank's latest recorded technology evaluations, including Atelio by FIS for Core Banking on 2026-05-11, Q2 Digital Banking Platform for Digital Banking on 2026-04-14, and IBM BankMate for Core Banking on 2025-09-10. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Q2 Bank digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-05-11 | Q2 Bank | Evaluated | FIS Global | Atelio by FIS | Core Banking | ERP Services and Operations |
| 2026-04-14 | Q2 Bank | Evaluated | Q2 Software | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations |
| 2025-09-10 | Q2 Bank | Evaluated | IBM | IBM BankMate | Core Banking | ERP Services and Operations |
| 2025-08-12 | Q2 Bank | Evaluated |
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Digital Banking | ERP Services and Operations |
| 2024-12-17 | Q2 Bank | Evaluated |
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Digital Banking | ERP Services and Operations |
| 2024-06-26 | Q2 Bank | Evaluated |
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Payroll | HCM |
FAQ - APPS RUN THE WORLD Q2 Bank Technographics
Q2 Bank is a Professional Services organization based in United States,
with around 2548 employees and annual revenues of $795.0 million.
Q2 Bank operates a diverse technology stack with applications such as
UKG AutoTime (ex Kronos Workforce AutoTime), Mastercom and Envestnet Yodlee Conversational AI,
covering areas like Time and Attendance, Dispute Management and Chatbots and Conversational AI.
Q2 Bank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as UKG, Mastercard and Yodlee.
Q2 Bank recently adopted applications including
SentinelOne Singularity Platform in 2025, SentinelOne Singularity AI SIEM in 2025 and Presidio Suite in 2024,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Q2 Bank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Q2 Bank’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 Q2 Bank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.