Phoenix, 85029, AZ,
United States
SunWest Federal Credit Union Technographics
SunWest Federal Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SunWest Federal 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 97 SunWest Federal 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 SunWest Federal Credit Union has purchased the following applications: Fiserv XP2 for Credit Union Management in 2013, Microsoft 365 for Collaboration in 2021, Intuit Mailchimp for Marketing Automation in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SunWest Federal Credit Union is running and its propensity to invest more and deepen its relationship with Fiserv , Origence , Microsoft 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 SunWest Federal Credit Union revenues, which have grown to $26.0 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 SunWest Federal 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.
SunWest Federal Credit Union Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv XP2 | Credit Union Management | ERP Services and Operations | n/a | 2013 | 2013 |
In 2013, SunWest Federal Credit Union implemented Fiserv XP2 as its core account processing system, positioning the deployment within the Credit Union Management category to centralize member account servicing and transaction processing. The implementation anchored the credit union's operational platform and served as the primary ledger and posting engine for retail account activity.
Fiserv XP2 was paired with two Fiserv channel solutions, Mobiliti and the ASP version of Corillian Online, to create a digital banking layer. Mobiliti was implemented to provide mobile banking capabilities including mobile check deposit and enhanced accessibility features, while Corillian Online ASP provided hosted online banking functionality for desktop and web channels.
Both Mobiliti and Corillian Online ASP were integrated with XP2 to enable real time account visibility and consistent posting across mobile and online channels, supporting member-facing workflows in member services and retail banking. The scope of the implementation emphasized client-facing digital channels and back office account processing, aligning channel delivery with the core Credit Union Management platform.
Leadership selected the combined Fiserv package in part because it integrated easily with XP2 and addressed member demand, based on a Facebook poll that flagged a mobile app as the most requested feature. The deployment was described as forming a digital foundation for future capabilities, with mobile check deposit and accessibility cited as priority features that could influence member retention.
|
|
|
|
|
Loan Management | ERP Services and Operations |
|
2022 | 2023 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, SunWest Federal Credit Union deployed Microsoft 365 as its primary Collaboration platform to support core business functions across the credit union. The deployment covers the organization’s approximately 97 employees and is oriented toward secure email, internal collaboration, document management, and team communication for banking and financial services operations.
Microsoft 365 implementation leverages standard Collaboration capabilities including Exchange Online for email, Microsoft Teams for synchronous and asynchronous communication, SharePoint and OneDrive for document storage and intranet content, and built-in compliance and security controls to address regulatory needs. The public website shows Microsoft 365 in use on site, linking web-facing contact and content workflows to the broader collaboration stack, and the configuration centralizes identity, file sharing, and communication governance through native Microsoft 365 administration and compliance tooling.
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021, SunWest Federal Credit Union implemented Intuit Mailchimp as its Marketing Automation solution. The Intuit Mailchimp deployment is embedded on the SunWest website and serves as the primary digital channel for member acquisition and ongoing email communications.
The implementation focuses on core Marketing Automation capabilities, including embedded signup forms, audience segmentation, campaign management, email template design, and scheduled automation workflows such as welcome and nurture sequences. Intuit Mailchimp is configured to manage subscriber lists and basic reporting to support campaign planning and member outreach.
Operational integration is concentrated at the website level, using embedded forms and client-side tracking to capture consented member contacts and route them into Mailchimp audiences. The deployment supports the credit union marketing and member communications functions, enabling coordinated email campaigns and segmented messaging across online touchpoints.
Governance is organized around a small marketing team that administers lists, template standards, and opt-in compliance controls, with process rules for list hygiene and subscriber management. Rollout was executed through site-level embedding of Mailchimp assets and staged activation of automation sequences to align with ongoing member communication policies.
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
DDoS Protection | CyberSecurity |
|
2021 | 2021 |
|
IT Decision Makers and Key Stakeholders at SunWest Federal Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by SunWest Federal Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||