Q2 Holdings, Inc.
10355 Pecan Park Boulevard,
Austin, 78729, TX,
United States
Austin, 78729, TX,
United States
1 833-444-3469
Professional Services
Q2 Holdings, Inc. Technographics
Q2 Holdings, Inc. Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Q2 Holdings, Inc. 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 Holdings, Inc. 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 Holdings, Inc. has purchased the following applications: Mastercom for Dispute Management in 2023, Envestnet Yodlee Conversational AI for Chatbots and Conversational AI in 2019, Zoom for Audio Video and Web Conferencing 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 Q2 Holdings, Inc. is running and its propensity to invest more and deepen its relationship with Mastercard , Yodlee , Zoom Video Communications 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 Holdings, Inc. revenues, which have grown to $794.8 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 Holdings, Inc. 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 Holdings, Inc. Data, Technology Stack, and Enterprise Applications
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.
|
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.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Q2 Holdings, Inc. implemented Zoom as its Audio Video and Web Conferencing solution. Zoom is embedded on Q2's public website to enable browser-based join flows and event registration for external participants. The presence of Zoom on site pages indicates the application is used to host live video meetings and webinars that originate from the company web properties.
The implementation covers standard Audio Video and Web Conferencing capabilities, including live video collaboration, webinar presentation modes, participant registration, and browser join experiences. Configuration work is centered on scheduling and access control within the Zoom application console, with conferencing links and registration forms surfaced on Q2 web pages to initiate sessions.
Operational scope is focused on customer engagement touchpoints delivered through the corporate website, connecting sales demonstrations, client onboarding, and support interactions to hosted Zoom sessions. Governance appears to be centralized under corporate IT and communications teams, who manage meeting configuration, registration policies, and user access controls to align conferencing use with corporate security and compliance requirements.
|
|
|
|
|
Collaboration | Collaboration |
|
2020 | 2020 |
|
|
|
|
|
Collaboration | Collaboration |
|
2020 | 2020 |
|
|
|
|
|
Event Management | Collaboration |
|
2021 | 2021 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Account Based Marketing | CRM |
|
2021 | 2021 |
|
|
|
|
|
Account Based Marketing | CRM |
|
2022 | 2022 |
|
|
|
|
|
Customer Experience | CRM |
|
2020 | 2020 |
|
|
|
|
|
Customer Experience | CRM |
|
2020 | 2020 |
|
|
|
|
|
Customer Experience | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
EPM | EPM |
|
2021 | 2021 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2020 | 2020 |
|
PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Project Portfolio Management | PPM |
|
2020 | 2020 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
API Management | PaaS |
|
2022 | 2022 |
|
|
|
|
|
Test Automation Platform | PaaS |
|
2022 | 2022 |
|
|
|
|
|
Test Automation Platform | PaaS |
|
2022 | 2022 |
|
|
|
|
|
Test Automation Platform | PaaS |
|
2022 | 2022 |
|
|
|
|
|
Test Automation Platform | PaaS |
|
2022 | 2022 |
|
|
|
|
|
Test Automation Platform | PaaS |
|
2022 | 2022 |
|
|
|
|
|
Transactional Email | PaaS |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Security (AppSec) | CyberSecurity |
|
2024 | 2025 |
|
|
|
|
|
Data Loss Prevention | CyberSecurity |
|
2022 | 2022 |
|
|
|
|
|
Extended Detection and Response (XDR) | CyberSecurity |
|
2025 | 2025 |
|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2022 | 2022 |
|
|
|
|
|
Security Information and Event Management (SIEM) | CyberSecurity |
|
2025 | 2025 |
|
Managed Services Provider (MSP)
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Hybrid & Public Cloud MSP, Infrastructure & Network MSP, Workplace & Communications MSP, Security MSP | Managed Services Provider (MSP) |
|
2024 | 2024 |
|
IT Decision Makers and Key Stakeholders at Q2 Holdings, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Q2 Holdings, Inc. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Q2 Holdings, Inc. Technographics
Q2 Holdings, Inc. is a Professional Services organization based in United States,
with around 2548 employees and annual revenues of $794.8 million.
Q2 Holdings, Inc. operates a diverse technology stack with applications such as
Mastercom, Envestnet Yodlee Conversational AI and Zoom,
covering areas like Dispute Management, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Q2 Holdings, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Mastercard, Yodlee and Zoom Video Communications.
Q2 Holdings, Inc. 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 Holdings, Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Q2 Holdings, Inc.’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 Holdings, Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.