Uwharrie Bank
167 N 2nd St,
Albemarle, 28001, NC,
United States
Albemarle, 28001, NC,
United States
1 704-983-6181
Banking and Financial Services
Uwharrie Bank Technographics
Uwharrie Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Uwharrie Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 180 Uwharrie 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 Uwharrie Bank has purchased the following applications: Fiserv DNA Bank Platform for Core Banking in 2019, Microsoft 365 for Collaboration in 2021, DocuSign eSignature for Digital Signing 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 Uwharrie Bank is running and its propensity to invest more and deepen its relationship with Fiserv , Microsoft , Docusign 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 Uwharrie Bank revenues, which have grown to $30.0 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 Uwharrie 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.
Uwharrie Bank Tech Stack and Enterprise Applications
Uwharrie Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv DNA Bank Platform | Core Banking | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 Uwharrie Bank implemented the Fiserv DNA Bank Platform as its Core Banking system to modernize account processing and support digital channel growth. The bank deployed the Fiserv DNA Bank Platform across its organization serving central North Carolina from a network of 10 branches, enabling a consolidated operating platform for retail and commercial banking functions within Uwharrie Bank.
The implementation centered on Fiserv DNA core account processing capabilities and its relational data architecture, which is structured around individuals and organizations to provide a global view of customer relationships. Uwharrie Bank also added card services to its existing Fiserv solutions, and configured DNA to enable shared customer data across business units, supporting customer relationship management, account servicing, and product origination workflows.
Architecturally the program emphasized open architecture and API-based integration to streamline the onboarding of complementary solutions and accelerate new business strategies. The Fiserv DNA Bank Platform was used to connect information across channels and business units, enabling data access and interoperability without specifying changes to hosting or third party vendors.
Governance and operational focus shifted to optimizing the bank operational model and increasing agility, with executive leadership framing the rollout as a capability to continuously evolve customer experience. Reported outcomes in the implementation narrative include modernization of operations, streamlined solution integration through open APIs, facilitation of innovation in digital banking, and the ability to deliver larger scale banking experiences while maintaining a personalized customer touch.
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Uwharrie Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Uwharrie Bank implemented Microsoft 365 as its Collaboration platform. Microsoft 365 is referenced in the bank's public website source and operates as a cloud hosted collaboration suite that underpins internal communications and customer facing content delivery.
The implementation leverages core Microsoft 365 capabilities typical for the Collaboration category, including hosted email and Office web apps, document libraries and team sites for document collaboration, and real time communication tools to support cross functional workflows. The full application name Microsoft 365 appears in the site source, confirming direct web integration with the bank's digital presence and web accessible authoring for content teams.
Operational coverage extends across the bank's workforce of approximately 180 employees and impacts business functions such as retail banking operations, finance, and branch support where email, document sharing, and collaboration workflows are primary. Governance is centered on tenant level administration with centralized user provisioning, role based access controls, and content management policies to address financial services operational needs. Integrations focus on embedding Microsoft 365 into the public website and standard identity and access flows for staff, keeping the deployment aligned with Collaboration use cases rather than bespoke custom connectors.
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Uwharrie Bank Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 Uwharrie Bank implemented DocuSign eSignature as a Digital Signing solution embedded on its public website to capture customer consents and signatures online. The deployment centers on DocuSign eSignature integrated into web customer journeys, enabling browser-based signing ceremonies and centralized digital signature capture for customer facing documents and online forms.
The implementation leverages core Digital Signing capabilities such as template-driven envelopes, authentication options, and an auditable signing trail to support compliance and recordkeeping. Architecturally the solution is positioned as a web embedded eSignature layer within the bank website, orchestrating document presentation and signature capture during account interactions and service requests.
Operationally the rollout targets retail banking channels and front office workflows, impacting customer onboarding, operations, and compliance functions that require verified signatures. Governance is oriented around standardized signing templates and audit log retention, aligning online signature processes with regulatory recordkeeping and internal control requirements.
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Uwharrie Bank CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Analytics | CRM |
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2019 | 2019 |
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Uwharrie 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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SD-WAN | IaaS |
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2018 | 2018 |
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Uwharrie Bank CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Uwharrie Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Uwharrie Bank Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Uwharrie Bank IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Uwharrie Bank digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Uwharrie Bank Technographics
Uwharrie Bank is a Banking and Financial Services organization based in United States,
with around 180 employees and annual revenues of $30.0 million.
Uwharrie Bank operates a diverse technology stack with applications such as
Fiserv DNA Bank Platform, Microsoft 365 and DocuSign eSignature,
covering areas like Core Banking, Collaboration and Digital Signing.
Uwharrie Bank has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Fiserv, Microsoft and Docusign.
Uwharrie Bank recently adopted applications including
Microsoft 365 in 2021, DocuSign eSignature in 2021 and Fiserv DNA Bank Platform in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Uwharrie Bank’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Uwharrie 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 Uwharrie Bank technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.