San Luis Obispo, CA, 93401-3620,
United States
Slo Credit Union Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Slo 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 10 Slo 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 Slo Credit Union has purchased the following applications: Microsoft 365 for Collaboration in 2020, Google Tag Manager for Tag Management in 2022, Wolters Kluwer ComplianceOne for AML, Fraud and Compliance in 2010 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Slo Credit Union is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Google 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 Slo Credit Union revenues, which have grown to $1.0 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 Slo 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
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Collaboration | Collaboration |
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2023 | 2023 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2022 | 2022 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wolters Kluwer | Legacy | Wolters Kluwer ComplianceOne | AML, Fraud and Compliance | TRM | n/a | 2010 | 2010 |
In 2010, Slo Credit Union implemented Wolters Kluwer ComplianceOne to unify compliance controls across its lending and deposit operations. The deployment integrated ComplianceOne capabilities across deposit, consumer, commercial and mortgage lending documentation workflows and established compliance analytics under the AML, Fraud and Compliance category for the institution's finance and lending functions in the regional U.S. context.
Wolters Kluwer ComplianceOne was configured to link documentation workflows with compliance analytics, enabling automated validation of lending documentation and workflow orchestration across application intake and processing. The implementation emphasized document-centric controls, exception handling and consolidated audit trails consistent with AML, Fraud and Compliance functional terminology, while aligning system configuration to front-end lending and back-office finance processes.
Operational coverage targeted finance and lending teams across the regional U.S. footprint, with governance reinforced through onsite training and centralized update processes for regulatory content. The rollout standardized compliance workflows across deposit, consumer, commercial and mortgage lending, and reportedly reduced loan application processing times and cut data entry by about half, while benefiting from faster regulatory updates delivered through the solution.
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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 |
|
2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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