SchoolsFirst FCU
15442 Newport Avenue,
Tustin, 92780, CA,
United States
Tustin, 92780, CA,
United States
1 800-462-8328
Banking and Financial Services
SchoolsFirst FCU Technographics
SchoolsFirst FCU Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SchoolsFirst FCU and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2300 SchoolsFirst FCU employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SchoolsFirst FCU has purchased the following applications: ACI Worldwide BASE24 for Payment Processing in 2000, FIS Relius for Benefits Administration, Pension Administration in 2011, Jack Henry Credit Union Management (previously Symitar Episys) for Credit Union Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SchoolsFirst FCU is running and its propensity to invest more and deepen its relationship with ACI Worldwide , FIS Global , Workday 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 SchoolsFirst FCU revenues, which have grown to $300.0 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 SchoolsFirst FCU 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.
SchoolsFirst FCU Tech Stack and Enterprise Applications
SchoolsFirst FCU ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ACI Worldwide | Legacy | ACI Worldwide BASE24 | Payment Processing | ERP | n/a | 2000 | 2000 |
In 2000, SchoolsFirst FCU implemented ACI Worldwide BASE24 for Payment Processing, establishing a central transaction switching capability to support card authorization and settlement workflows. The deployment used the BASE24-EPS variant on HP NonStop hardware, reflecting an operational architecture optimized for high availability and continuous transaction processing across SchoolsFirst FCU payment channels.
The ACI Worldwide BASE24 implementation was configured to handle core transaction switching, authorization routing, and settlement batch processing, with engineering emphasis on SQL Server database design and TSQL development. SchoolsFirst FCU staffed senior software developers with BASE24-EPS expertise to design, code, test, debug, and document complex application logic, and to create engineering specifications for new software components and interface adaptations.
Integrations and operational support referenced in internal staffing and role requirements included work against HP NonStop platform operations, ACI PRM for proactive risk management knowledge, and Microsoft development toolchains such as Visual Studio and Team Foundation Server. Operational coverage centered on payments operations, card services, and risk and compliance functions within the United States organization, with developers coordinating technical solutions directly with business partners and project managers.
Governance for the implementation included adherence to regulatory compliance and BSA regulations, formalized training expectations, and a structured software development lifecycle using Agile and SCRUM practices. Technical leadership responsibilities documented in hiring notes indicate ongoing coordination of multiunit projects, mentoring of development staff, and responsibility for development status reporting, test orchestration, and production readiness activities for the ACI Worldwide BASE24 Payment Processing environment.
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SchoolsFirst FCU HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2011 | 2011 |
In 2011 SchoolsFirst FCU implemented FIS Relius for Benefits Administration,Pension Administration to support its third party administrator services for school districts. The deployment of FIS Relius was instrumented as a centralized Relius administration environment tailored to administer more than 250 employers and over 500 plans, with SchoolsFirst acting as the primary TPA and common remitter handling monthly remittances in excess of $45 million.
The implementation included configuration and customization of FIS Relius functional modules for retirement plan recordkeeping and tax reporting, including support for IRS forms 1099-R, 1099-Q, 5498, and 5498ESA, required age 70 1/2 mandatory IRS notices, required minimum distribution processing, and deceased participant scripting. SchoolsFirst developed and deployed custom Relius scripts and workflows for RMD processing, deceased participant handling, IRA and deferred compensation plan administration, and employer 401(a) product flows, aligning system logic with school district plan rules.
Operational integrations and tooling were implemented alongside FIS Relius, with SchoolsFirst using Episys for employer 401(a) product provisioning and Adobe LiveCycle plus Microsoft tooling for document and process management. The credit union operated as an install client and user for Relius system upgrades and enhancements, performing testing and validation of software updates and IRS regulatory patches as part of the deployment lifecycle.
Governance and operationalization encompassed formalized policy and procedure authoring, initial implementation meetings with districts, training delivery via onsite and Webex sessions, and ongoing support as the primary point of contact for school district and internal departments. Responsibilities included balancing employer retirement files and departmental general ledgers, preparing RFPs for TPA services, and maintaining the Relius administration system to ensure regulatory compliance and consistent plan administration.
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Learning and Development | HCM |
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2018 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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SchoolsFirst FCU ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jack Henry & Associates | Legacy | Jack Henry Credit Union Management (previously Symitar Episys) | Credit Union Management | ERP Services and Operations | n/a | 2015 | 2016 |
In 2015, SchoolsFirst FCU began testing integrations to Jack Henry Credit Union Management while piloting Kinective S4+NORM and iQ in a subset of branches. SchoolsFirst FCU is an 860,000 plus member, $15 billion credit union, and the implementation targeted device orchestration and analytics across its branch network of 45 locations and more than 100 cash recyclers. The narrative centers on Jack Henry Credit Union Management as the Credit Union Management core platform integrated with Kinective device and analytics services.
The deployment combined Kinective S4 for device orchestration, NORM for resilient transaction buffering and offline transaction storage, and iQ for centralized device analytics and reporting. Functional capabilities implemented included branch workflow simplification, vendor-agnostic device integration, built-in error handling for tellers, and data and analytics for cash order optimization. These modules produced a consistent teller interface across multiple recycler makes, reducing the need for intensive team training and enabling consistent operational procedures across branches.
Integrations were explicitly executed against the Symitar core now branded Jack Henry Credit Union Management, establishing a seamless connection between recyclers and the core ledger and teller workflows. NORM provided network redundancy by storing transactions when connectivity failed and forwarding them when the network was restored, allowing branches to continue operating during outages. iQ surfaced device health telemetry and cash usage patterns, which gave operations teams visibility to detect unhealthy devices earlier and refine cash ordering across the 45 branches.
Governance and rollout were coordinated with product documentation and responsive vendor support, enabling a rapid conversion that completed in roughly four months and a full branch rollout in 2016. Operational outcomes reported in the rollout included reduced teller close times from an hour or more to approximately 15 minutes, decreased downtime for cash handling, reduced reliance on external technician support, and reported thousands of dollars and hours saved. Products used were listed as Branch Workflow and Data & Analytics, integrated with Jack Henry Credit Union Management to unify teller operations and device management.
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Digital Banking | ERP Services and Operations |
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2020 | 2020 |
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SchoolsFirst FCU AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Chatbots and Conversational AI | AI-Powered Application |
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2016 | 2016 |
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SchoolsFirst FCU 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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SchoolsFirst FCU 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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2020 | 2020 |
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Web Content Management | Content Management |
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2013 | 2013 |
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SchoolsFirst FCU CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2023 | 2023 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2023 | 2023 |
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Tag Management | CRM |
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2016 | 2016 |
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SchoolsFirst FCU ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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SchoolsFirst FCU 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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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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SchoolsFirst FCU PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2020 | 2020 |
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SchoolsFirst FCU 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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2012 | 2012 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Servers, Storage and Networking | IaaS |
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2013 | 2013 |
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SchoolsFirst FCU 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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at SchoolsFirst FCU
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by SchoolsFirst FCU Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SchoolsFirst FCU IT executives and key decision makers. This section highlights SchoolsFirst FCU's latest recorded technology evaluations, including Gallup Q12 for Employee Engagement on 2026-01-29, Backbase Digital Banking Platform for Digital Banking on 2025-10-22, and FIS Relius for Benefits Administration, Pension Administration on 2025-08-18. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SchoolsFirst FCU digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD SchoolsFirst FCU Technographics
SchoolsFirst FCU is a Banking and Financial Services organization based in United States,
with around 2300 employees and annual revenues of $300.0 million.
SchoolsFirst FCU operates a diverse technology stack with applications such as
ACI Worldwide BASE24, FIS Relius and Jack Henry Credit Union Management (previously Symitar Episys),
covering areas like Payment Processing, Benefits Administration, Pension Administration and Credit Union Management.
SchoolsFirst FCU has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ACI Worldwide, FIS Global and Jack Henry & Associates.
SchoolsFirst FCU recently adopted applications including
Salesforce Marketing Cloud in 2023, Salesforce Financial Services Cloud in 2023 and Salesforce Sales Cloud in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SchoolsFirst FCU’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SchoolsFirst FCU’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 SchoolsFirst FCU technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.