SAFE Credit Union
2295 Iron Point Rd Suite 100,
Folsom, 95630, CA,
United States
Folsom, 95630, CA,
United States
1 916-979-7233
Banking and Financial Services
SAFE Credit Union Technographics
SAFE Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SAFE 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 800 SAFE 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 SAFE Credit Union has purchased the following applications: AppWorx Workload Automation for Business Process Management in 2015, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2018, 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 SAFE Credit Union is running and its propensity to invest more and deepen its relationship with Broadcom , Fiserv , NCR Voyix 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 SAFE Credit Union revenues, which have grown to $230.0 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 SAFE 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.
SAFE Credit Union Tech 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 | 2015 | 2015 |
In 2015 SAFE Credit Union deployed AppWorx Workload Automation as a Business Process Management solution to centralize enterprise job scheduling and workload automation. AppWorx Workload Automation was positioned to manage scheduled batch jobs and automated file transfers that support day to day IT operations and member-facing processing.
The implementation focused on workload orchestration capabilities typical of the Business Process Management category, including calendar aware scheduling, dependency chaining, lightweight SLA monitoring, centralized job monitoring and alerting, and orchestration of recurring batch workflows. Configuration work emphasized separation of control and execution layers, with a central controller managing distributed execution across server hosts and packaged automation routines configured for common operational tasks.
Operational ownership rested with IT operations and infrastructure teams, with runbook driven procedures for scheduling windows, change control and job ownership handoffs involving help desk and support staff. Governance incorporated role based access and scheduling approval workflows to protect core banking interfaces and file movement processes, while operational processes were documented to coordinate batch windows and on call coverage for automated workloads.
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Core Banking | ERP Services and Operations |
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2019 | 2019 |
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Digital Banking | ERP Services and Operations |
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2019 | 2019 |
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Digital Banking | ERP Services and Operations |
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2015 | 2015 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, SAFE Credit Union implemented LivePerson Conversational Cloud on its public website to deliver web-based member messaging and automated conversational support. LivePerson Conversational Cloud is deployed as the institution's Chatbots and Conversational AI channel, providing session-based messaging, intent detection, conversational flows and live agent escalation to support online member interactions, with an explicit focus on customer service and digital channels for the 800-employee financial cooperative.
Configuration emphasized conversational workflow design, FAQ automation, proactive engagement triggers and analytics instrumentation to monitor conversation health and usage. Governance and operational ownership are structured across member services and digital channels, with content review, compliance controls and template management to standardize conversational responses and maintain regulatory messaging consistency.
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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 SAFE Credit Union deployed Zoom as its web-facing conferencing solution, implementing Zoom on its public website to deliver Audio Video and Web Conferencing capabilities for members and staff. The rollout positioned Zoom to handle both real-time member engagement and internal meeting needs through browser-accessible sessions and embedded meeting entry points on safecu.org.
The implementation leverages core conferencing capabilities typical of the Audio Video and Web Conferencing category, including multi-party audio and video sessions, screen sharing, and scheduled meeting workflows. Zoom is used to support member consultations, virtual appointments, and staff collaboration, aligning web-hosted meeting access with organizational communications and customer service workflows.
Operational integration focuses on the website as the primary access surface, enabling members to initiate or join sessions directly from safecu.org while staff coordinate session schedules and access controls. Governance was oriented around consistent meeting configurations and access permissioning to support branch and contact center staff, with the deployment covering corporate and branch-facing business functions related to member services and internal collaboration.
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Online Meeting Scheduling | Collaboration |
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2019 | 2019 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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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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2013 | 2013 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at SAFE Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by SAFE Credit Union Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SAFE Credit Union IT executives and key decision makers. This section highlights SAFE Credit Union's latest recorded technology evaluations, including Fiserv DNA Bank Platform for Core Banking on 2025-10-23. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SAFE Credit Union digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD SAFE Credit Union Technographics
SAFE Credit Union is a Banking and Financial Services organization based in United States,
with around 800 employees and annual revenues of $230.0 million.
SAFE Credit Union operates a diverse technology stack with applications such as
AppWorx Workload Automation, LivePerson Conversational Cloud and Zoom,
covering areas like Business Process Management, Chatbots and Conversational AI and Audio Video and Web Conferencing.
SAFE Credit Union has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Broadcom, LivePerson and Zoom Video Communications.
SAFE Credit Union recently adopted applications including
DocuSign eSignature in 2021, Atlassian Jira Service Desk in 2021 and Zoom in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SAFE Credit Union’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SAFE 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 SAFE Credit Union technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.