Portland, 97204, OR,
United States
Umpqua Bank Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Umpqua Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5114 Umpqua 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 Umpqua Bank has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2018, Sterling Background Check for BackGround Screening in 2015, Q2 Digital Banking Platform for Digital Banking 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 Umpqua Bank is running and its propensity to invest more and deepen its relationship with Oracle , Sterling Talent Solutions , Jobvite 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 Umpqua Bank revenues, which have grown to $1.30 billion 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 Umpqua 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP Financial Management | n/a | 2018 | 2018 |
In 2018 Umpqua Bank implemented Oracle Cloud ERP to consolidate core finance and accounting functions across the organization. The implementation centers on Oracle Cloud ERP and is categorized under ERP Financial, providing a cloud native finance backbone for enterprise accounting, reporting, and compliance.
The deployment included standard ERP Financial modules such as general ledger, accounts payable, accounts receivable, fixed assets, cash management, treasury capabilities, consolidation and financial reporting, and period close automation. Configuration work emphasized ledger and chart of accounts design, role based security and workflow configuration to support financial controls and auditability.
Integration scope aligned with typical bank requirements, with project work oriented toward connecting Oracle Cloud ERP to transaction processing feeds, payment rails, and operational reporting targets, while supporting upstream and downstream data exchange for accounting and treasury workflows. Operational coverage focused on corporate finance, accounting and treasury teams across Umpqua Bank, with cloud hosted architecture enabling centralized ledger processing and distributed transactional inputs.
Governance and process restructuring included standardizing close and reconciliation processes, instituting centralized accounting policies within the Oracle Cloud ERP configuration, and establishing formal change control and role based access governance. The initiative is associated with personnel experienced in Oracle Sales Service and Financial Cloud enterprise architecture, reflecting an emphasis on aligning application architecture to finance function requirements and regulatory reporting needs.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sterling Talent Solutions | Legacy | Sterling Background Check | BackGround Screening | HCM | n/a | 2015 | 2015 |
In 2015 Umpqua Bank implemented Sterling Background Check to centralize pre-employment screening and candidate vetting within its recruiting organization. Sterling Background Check was used to operationalize BackGround Screening workflows for hire decisions and compliance checks across a recruiting team that included eight recruiters and two additional coordinators supporting Hillsboro, Oregon operations.
The implementation focused on functional capabilities such as criminal background searches, credit checks, social security number verification, candidate offer letter and addendum processing, and generation of pre-employment reports. Sterling Background Check outputs were coordinated with Ceridian Candidate Management and ADP, and the deployment leveraged The Social Security Website for SSN verification, aligning screening results with applicant records and downstream HR systems.
Governance activities included updating and maintaining process and merge documents, executing a large scale process document editing and revision project following a merger, and handling confidential information and candidate communications as part of routine screening operations. The configuration emphasized repeatable screening workflows, documentation control, and reporting for recruiting coordinators and associate relations staff responsible for pre-hire compliance.
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Recruiting, Applicant Tracking System | HCM |
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2023 | 2023 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q2 Software | Legacy | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021 Umpqua Bank deployed the Q2 Digital Banking Platform as its primary Digital Banking solution to support customer-facing online and mobile channels. The implementation is positioned to centralize digital account management, transactional services, and channel orchestration under a single vendor platform, aligning Umpqua Bank, Q2 Digital Banking Platform, and Digital Banking with the bank's retail and commercial digital strategies.
The deployment included standard Digital Banking modules such as consumer and small business online banking, native mobile banking, digital account opening and onboarding, bill pay and person to person payments, and account servicing workflows. Configuration work emphasized modular product cataloging, role based access controls for operations and customer service, and workflow automation for routine servicing tasks and electronic statement delivery.
Operational integrations focused on connecting the Q2 Digital Banking Platform to back office systems and payments rails, preserving existing core banking connectivity and authentication services while centralizing digital session management. The implementation impacted retail banking, contact center operations, IT platform teams, and digital product management, with cross functional coordination required for cutover and ongoing platform configuration.
Governance was structured around a centralized digital product office that managed feature prioritization, release cadence, and change control for the Q2 Digital Banking Platform. The rollout followed phased channel releases and iterative configuration sprints to limit customer disruption and align operational processes with the new platform.
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Digital Banking | ERP Services and Operations |
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2018 | 2019 |
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Loan Management | ERP Services and Operations |
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2015 | 2015 |
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Loan Management | ERP Services and Operations |
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2017 | 2017 |
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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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2022 | 2022 |
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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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2022 | 2022 |
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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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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2021 | 2021 |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM | CRM |
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2018 | 2018 |
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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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Application Performance Management | ITSM |
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2018 | 2018 |
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Application Performance Management | ITSM |
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2018 | 2018 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
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2022 | 2022 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incentive Compensation Management | SPM |
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2020 | 2020 |
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Sales Performance Management | SPM |
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2020 | 2020 |
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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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2019 | 2019 |
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Governance, Risk and Compliance | TRM |
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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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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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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2018 | 2018 |
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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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