TIAA Bank
301 W Bay St.,
Jacksonville, 32202, FL,
United States
Jacksonville, 32202, FL,
United States
1 904-623-4176
Banking and Financial Services
TIAA Bank Technographics
TIAA Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TIAA Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3380 TIAA Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TIAA Bank has purchased the following applications: Oracle Peoplesoft Expenses for Expense Management in 2012, OnitX ELM for Legal Practice Management in 2020, SAS Visual Analytics for Analytics and BI 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 TIAA Bank is running and its propensity to invest more and deepen its relationship with Oracle , Onit , ICE Mortgage Technology 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 TIAA Bank revenues, which have grown to $500.0 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 TIAA Bank 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.
TIAA Bank Tech Stack and Enterprise Applications
TIAA Bank ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Peoplesoft Expenses | Expense Management | ERP | n/a | 2012 | 2012 |
In 2012, TIAA Bank implemented Oracle Peoplesoft Expenses to centralize Expense Management across its Western Retail Division Operations Center and supporting corporate administrative functions. This deployment anchored expense reporting and reconciliation processes for the bank, with the Oracle Peoplesoft Expenses application positioned as the primary expense capture and control layer.
Oracle Peoplesoft Expenses was configured to support core Expense Management workflows including expense report creation, manager approval routing, policy enforcement, and reconciliation. Configuration emphasized reconciliations performed through Oracle iExpense and approval chains that allow finance administrators to reconcile on behalf of management, staff, and vendors, aligning with standard expense reporting and audit trails.
The implementation integrated expense processes with operational reporting and productivity tools that are explicitly in use at TIAA Bank, including Encompass360 and advanced Microsoft Excel routines for daily turn time and forecast report production, Concur for travel itinerary arrangement, and SharePoint for distribution and storage of cross department reports. These connections enabled expense data to feed into the DOC team reporting cadence and supported time sensitive, quantitative and qualitative outputs needed by DOC Team Managers and the VP Western Retail Division Operations Center Manager.
Operational coverage for Oracle Peoplesoft Expenses included finance and administrative functions supporting the DOC team, recruitment and onboarding coordination, and corporate training tracking. Governance focused on accountability and workflow tracking for DOC operations, with the expense system supporting reconciliations, budget parameters set by the VP DOC Manager, and routine maintenance of cross departmental reporting used by operations and HR stakeholders.
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TIAA Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Onit | Legacy | OnitX ELM | Legal Practice Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, TIAA Bank implemented OnitX ELM as its Legal Practice Management application. The OnitX ELM instance is published through a customer portal at https://tiaa.onit.com/users/sign_in and is used on their website to provide centralized access for internal legal users, indicating a hosted portal delivery model for legal operations access.
OnitX ELM has been configured to support core Legal Practice Management capabilities common to the category, including matter intake and triage, matter management, document management, workflow automation for approvals and tasks, matter lifecycle tracking, and electronic billing and reporting. Configuration work emphasizes configurable legal workflows, metadata driven matter records, and document linkage to matters within OnitX ELM.
Operational coverage centers on corporate legal, compliance, and contract teams that route requests through the OnitX ELM portal. Legal Practice Management implementations typically integrate with enterprise identity and access systems, internal document repositories, and billing systems to enable single sign on, document linking, and invoice exchange, and the TIAA Bank deployment aligns with that pattern through its portal exposure.
Governance for the OnitX ELM deployment is organized around centralized intake, standardized workflow routing, role based access controls, and audit trail capabilities to support legal review and approvals. The implementation narrative for TIAA Bank links the company, OnitX ELM, Legal Practice Management, and legal operations functions through a portal oriented, workflow centric architecture.
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Loan Management | ERP Services and Operations |
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2018 | 2018 |
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Loan Management | ERP Services and Operations |
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2020 | 2020 |
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Real Estate Property Management | ERP Services and Operations |
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2015 | 2015 |
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TIAA Bank Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAS Institute | Legacy | SAS Visual Analytics | Analytics and BI | Analytics and BI | n/a | 2020 | 2020 |
In 2020 TIAA Bank implemented SAS Visual Analytics. SAS Visual Analytics is deployed as part of the bank's Analytics and BI footprint, instrumented on its public website to deliver web-embedded interactive dashboards and visual reports for browser-based consumption.
The deployment leverages SAS Visual Analytics functionality for interactive visualization, ad hoc data exploration, scheduled report distribution and self-service visualization modules, aligning with common Analytics and BI workflows. The implementation emphasizes web presentation layers and dashboard-driven data delivery to surface insights through the bank's website using SAS Visual Analytics.
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TIAA Bank 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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TIAA Bank 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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2019 | 2019 |
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Digital Signing | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2018 | 2018 |
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TIAA Bank eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce Fraud Protection | eCommerce |
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2018 | 2018 |
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TIAA Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Analytics | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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TIAA Bank ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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TIAA Bank SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2018 | 2018 |
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TIAA Bank 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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TIAA Bank 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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TIAA Bank 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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TIAA Bank Internet of Things
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IoT Platform | Internet of Things |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at TIAA Bank
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by TIAA Bank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TIAA Bank IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TIAA Bank 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 TIAA Bank Technographics
TIAA Bank is a Banking and Financial Services organization based in United States,
with around 3380 employees and annual revenues of $500.0 million.
TIAA Bank operates a diverse technology stack with applications such as
Oracle Peoplesoft Expenses, OnitX ELM and SAS Visual Analytics,
covering areas like Expense Management, Legal Practice Management and Analytics and BI.
TIAA Bank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Onit and SAS Institute.
TIAA Bank recently adopted applications including
DocuSign eSignature in 2023, Qualtrics CustomerXM in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TIAA Bank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TIAA Bank’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 TIAA Bank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.