United Heritage Credit Union
12208 N Mopac Expy,
Austin, 78758, TX,
United States
Austin, 78758, TX,
United States
1 512-435-4545
Banking and Financial Services
United Heritage Credit Union Technographics
United Heritage Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by United Heritage 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 240 United Heritage 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 United Heritage Credit Union has purchased the following applications: Engageware Knowledge Management for Employee Engagement in 2023, Jack Henry Credit Union Management (previously Symitar Episys) for Credit Union Management in 2020, TeamSupport SnapEngage for Chatbots and Conversational AI in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems United Heritage Credit Union is running and its propensity to invest more and deepen its relationship with Engageware , Jack Henry & Associates , Q2 Software 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 United Heritage Credit Union revenues, which have grown to $39.0 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 United Heritage 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.
United Heritage Credit Union Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Engageware | Legacy | Engageware Knowledge Management | Employee Engagement | HCM | n/a | 2023 | 2023 |
In 2023, United Heritage Credit Union deployed Engageware Knowledge Management under the Employee Engagement category to modernize its intranet and knowledge processes for HR, learning and knowledge management. The U.S. deployment was executed from Austin, Texas with an enterprise-wide adoption focus, targeting internal staff workflows and member service touchpoints.
The Engageware Knowledge Management implementation consolidated learning content and institutional knowledge into a centralized knowledge base and optimized search performance to reduce retrieval friction. Configuration work emphasized content taxonomy, searchable knowledge articles, and role-aware access to support HR and training workflows while preserving governance controls.
Operational coverage included HR, learning and frontline member service teams, with content restructuring and governance rules applied across sites to standardize onboarding and training materials. The rollout prioritized adoption campaigns and content curation to shift manual training activities into managed knowledge interactions and searchable documentation.
Governance and process changes reinforced content ownership, approval workflows and ongoing content maintenance to sustain accuracy and discoverability. Reported outcomes included a reduction in average search time from 13 seconds to 1 second, a savings of roughly 304 hours over eight months, and reclamation of 10 months of manual training time, producing measurable training and onboarding efficiencies and improved member service.
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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 | 2020 | 2020 |
In 2020, United Heritage Credit Union implemented Jack Henry Credit Union Management, previously Symitar Episys, as its core Credit Union Management platform. The deployment supported the credit union’s Digital Services and Operations teams and was positioned to manage core account processing, member account lifecycle functions, and transactional posting for a 240 employee institution.
Jack Henry Credit Union Management was configured to support online account opening workflows, remote deposit capture review and fraud prevention, digital imaging, debit card servicing, and electronic statement processing. Configuration emphasized operational controls for account onboarding and check image review, and incorporated administration of mobile and online banking channels as part of the Credit Union Management functional scope.
Operational integration tied the Jack Henry Credit Union Management instance to the credit union’s digital stack, including Q2 Central, iPay Solutions, CardNav, Intouch, Person to Person payments, Web Billpay, mobile wallet acceptance for Apple Pay and Samsung Pay, and DocuSign for document capture and signatures. Governance and process ownership were assigned to the Digital Services team, with named responsibilities for daily workflow oversight, fraud review of mobile deposits, staff coaching and training, and ongoing support of online product feature rollout, aligning application configuration with operational procedures.
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Digital Banking | ERP Services and Operations |
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2020 | 2020 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| TeamSupport | Legacy | TeamSupport SnapEngage | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, United Heritage Credit Union deployed TeamSupport SnapEngage on its public website. The TeamSupport SnapEngage implementation is classified under Chatbots and Conversational AI and functions as a front-line digital channel for member interactions.
The deployment centered on an embedded website chat widget delivering automated conversational workflows, proactive messaging triggers, and live agent handoff. Configuration work emphasized routing rules to direct conversations into support queues, a library of templated responses to accelerate agent replies, and capture of chat transcripts to preserve conversation history and support case creation.
Operational coverage aligned to digital member services and customer support teams, where agents use the chat channel to triage inquiries and escalate complex requests. Governance and operating processes include hours of operation controls, standardized response templates for consistency, and transcript retention for quality review and compliance, consistent with Chatbots and Conversational AI implementations such as TeamSupport SnapEngage.
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2015 | 2015 |
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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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2021 | 2021 |
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Web Content Management | Content Management |
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2013 | 2013 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing, Sales Engagement | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2015 | 2015 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at United Heritage Credit Union
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by United Heritage Credit Union Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from United Heritage Credit Union IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the United Heritage Credit Union digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD United Heritage Credit Union Technographics
United Heritage Credit Union is a Banking and Financial Services organization based in United States,
with around 240 employees and annual revenues of $39.0 million.
United Heritage Credit Union operates a diverse technology stack with applications such as
Engageware Knowledge Management, Jack Henry Credit Union Management (previously Symitar Episys) and TeamSupport SnapEngage,
covering areas like Employee Engagement, Credit Union Management and Chatbots and Conversational AI.
United Heritage Credit Union has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Engageware, Jack Henry & Associates and TeamSupport.
United Heritage Credit Union recently adopted applications including
Engageware Knowledge Management in 2023, DocuSign eSignature in 2021 and Jack Henry Credit Union Management (previously Symitar Episys) in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of United Heritage Credit Union’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates United Heritage Credit Union’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 United Heritage Credit Union technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.