Roundbank
200 2nd St NE,
Waseca, 56093, MN,
United States
Waseca, 56093, MN,
United States
1 507-835-4220
Banking and Financial Services
Roundbank Technographics
Roundbank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Roundbank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Roundbank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Roundbank has purchased the following applications: Crisp for Chatbots and Conversational AI in 2021, Automattic Jetpack CRM for CRM in 2019, Intuit Mailchimp Mandrill for Transactional Email in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Roundbank is running and its propensity to invest more and deepen its relationship with Crisp IM , Automattic , Salesforce 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 Roundbank revenues, which have grown to $20.0 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 Roundbank 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.
Roundbank Tech Stack and Enterprise Applications
Roundbank AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Crisp IM | Legacy | Crisp | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Roundbank deployed Crisp on its public website, implementing Crisp in the Chatbots and Conversational AI category to handle web‑channel customer interactions. The implementation focused on front‑end conversational coverage for a US regional banking firm with roughly 100 employees, positioning the tool within digital customer service and retail banking touchpoints.
The Crisp implementation configured the web chat widget and conversational flow orchestration typical of Chatbots and Conversational AI platforms, including automated greeting sequences, rule based message triggers, canned responses, and a centralized knowledge base for consistent answers. Configuration work emphasized intent routing and human handoff workflows so automated flows escalate to live agents when required, and administrative controls in Crisp managed conversation templates and access roles.
Operationally the deployment placed Crisp as an embedded web channel component, delivering conversations into a centralized agent inbox and supporting email notification workflows for after hours contacts. The scope of use covered customer support and digital banking inquiries on public site pages, with configuration scoped to standard banking customer intents such as account inquiries and basic product information requests.
Governance centered on conversation governance, knowledge base maintenance, and agent handling procedures, with phased activation across web pages and ongoing tuning of bot scripts and escalation rules. Rollout included administrator access to Crisp configuration for ongoing updates and training of front line agents on escalation and response standards, aligning conversational operations with existing customer service processes.
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Roundbank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Roundbank deployed Automattic Jetpack CRM on its corporate website to centralize web-originated customer and prospect data. Automattic Jetpack CRM serves as the bank's CRM for website-driven lead capture, contact management, and customer interaction logging.
The implementation is delivered through the website platform, leveraging Jetpack CRM modules for contact and company profiles, lead capture forms, activity tracking, email outreach templates, basic segmentation, and workflow automation consistent with CRM functionality. Operational scope covers sales, customer support, and marketing teams within Roundbank, with governance centered on a single web-based contact database, standardized lead routing, and administrative controls for record ownership and access managed from the site administration interface.
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Data Management Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Roundbank PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp Mandrill | Transactional Email | PaaS | n/a | 2016 | 2016 |
In 2016, Roundbank deployed Intuit Mailchimp Mandrill for Transactional Email on its public website. The implementation positioned Intuit Mailchimp Mandrill as the central delivery and API layer for web-triggered transactional messages and authentication flows.
Configuration focused on template management, SMTP and REST API sends, webhook event handling, and deliverability controls consistent with Transactional Email platforms. The website front-end and server-side notification logic were connected to Intuit Mailchimp Mandrill APIs to orchestrate message sends, capture bounce and complaint events, and route event callbacks into application event streams for processing.
Operational coverage emphasized customer-facing web flows and developer ownership of integration. Governance practices included managed sending domains, template versioning, and event logging for incident triage, with ongoing administration handled by Roundbank engineering and product teams responsible for customer notifications and account communication.
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Roundbank 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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Content Delivery Network | IaaS |
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2019 | 2019 |
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SD-WAN | IaaS |
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2015 | 2016 |
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IT Decision Makers and Key Stakeholders at Roundbank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Roundbank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Roundbank IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Roundbank digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Roundbank Technographics
Roundbank is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $20.0 million.
Roundbank operates a diverse technology stack with applications such as
Crisp, Automattic Jetpack CRM and Intuit Mailchimp Mandrill,
covering areas like Chatbots and Conversational AI, CRM and Transactional Email.
Roundbank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Crisp IM, Automattic and Intuit.
Roundbank recently adopted applications including
Crisp in 2021, Salesforce Krux DMP in 2021 and Automattic Jetpack CRM in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Roundbank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Roundbank’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 Roundbank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.