Pasadena, 91101, CA,
United States
Wescom Credit Union Technographics
Wescom Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wescom 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 924 Wescom 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 Wescom Credit Union has purchased the following applications: Fiserv First Data Credit Card Processing and Payment Solution for Payment Processing in 2002, Workday HCM for Core HR in 2014, Jack Henry Credit Union Management (previously Symitar Episys) for Credit Union Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wescom Credit Union is running and its propensity to invest more and deepen its relationship with Fiserv , Bottomline Technologies , Workday 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 Wescom Credit Union revenues, which have grown to $165.0 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 Wescom 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.
Wescom Credit Union Tech Stack and Enterprise Applications
Wescom Credit Union ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv First Data Credit Card Processing and Payment Solution | Payment Processing | ERP | n/a | 2002 | 2002 |
In 2002 Wescom Credit Union implemented Fiserv First Data Credit Card Processing and Payment Solution. The deployment targeted Payment Processing to centralize authorization, clearing and settlement for member credit card accounts and to support card lifecycle operations. The application served as the primary payments engine for card services and payment operations.
The Fiserv First Data Credit Card Processing and Payment Solution was configured with standard functional modules including real time authorization, batch settlement, merchant reporting, billing and dispute management. Configuration included tokenization for card on file workflows and automated settlement file generation to support reconciliation and posting to the general ledger. Exception handling and automated reconciliation workflows were defined to maintain transaction integrity across overnight and intraday processing windows.
Operational scope covered card services, payment operations and member service channels, with procedures for card issuance, authorization monitoring and chargeback resolution. Governance emphasized role based access controls, settlement cutoff controls and documented runbooks for reconciliation and exception remediation, aligning operational processes with daily processing cadence and regulatory controls.
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Payment Processing | ERP |
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2017 | 2017 |
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Wescom Credit Union HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday HCM | Core HR | HCM | n/a | 2014 | 2014 |
In 2014, Wescom Credit Union implemented Workday HCM as its Core HR platform, initiating a coordinated deployment that covered both the Workday HIRS system and Workday payroll. The implementation explicitly targeted workforce administration and benefit administration through the Workday HIRS system while also delivering payroll processing capabilities via Workday payroll, aligning the Workday HCM application with central HR and payroll functions.
Configuration work focused on Core HR capabilities including workforce administration workflows, benefits enrollment and administration, and payroll configuration for recurring and event-driven pay processes. The implementation emphasized HRIS data modelling and business process configuration typical of Core HR systems, with automation of employee record management and benefits lifecycle tasks to support consistent workforce and benefits administration.
Governance was led by a designated project lead who oversaw the simultaneous HIRS and payroll efforts, coordinating across HR and payroll stakeholders to align business processes and deployment sequencing. The effort concentrated on embedding Workday HCM into Wescom Credit Union HR operations, centralizing workforce administration, benefits administration, and payroll functions under a unified Core HR application.
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Learning and Development | HCM |
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2011 | 2018 |
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Payroll | HCM |
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2011 | 2018 |
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Payroll | HCM |
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2014 | 2014 |
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Recruiting, Applicant Tracking System | HCM |
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2021 | 2021 |
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Workforce Management | HCM |
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2011 | 2018 |
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Wescom Credit Union 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 | 2018 | 2018 |
In 2018, Wescom Credit Union implemented Jack Henry Credit Union Management (previously Symitar Episys). The deployment served as the institution's core Credit Union Management platform to support member accounts, deposit processing, loan servicing, and member-facing operations.
Configuration centered on consumer loan workflows incorporating auto loans, credit cards, share secured loans, unsecured lines of credit, and home equity loans and lines of credit, reflecting Wescom's lending processes. The Jack Henry Credit Union Management implementation supported account administration for IRAs, trusts, fiduciary accounts, powers of attorney and deceased-member processing used by member service teams. Functional modules delivered core account management, loan origination and servicing workflows, and document handling consistent with Credit Union Management capabilities.
Operational integration included use of Symitar, Temenos/Akcelerant, DocuSign and FDR as part of the front- and back-office application landscape, enabling e-signature and document management alongside core processing. Member Service Representatives and lending teams used the platform to process applications, prepare income verification and required DMV paperwork, fund loans, and provide basic credit review counseling. The implementation covered retail member service, consumer lending, and fiduciary operations within Wescom Credit Union's United States operations.
Governance emphasized standardizing loan application intake, verification, and funding workflows to align operations across member service and lending desks, with system controls supporting documentation and fiduciary account handling. The Jack Henry Credit Union Management deployment consolidated core account processing and member service workflows under a single Credit Union Management platform.
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Debt Collection and Recovery | ERP Services and Operations |
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2012 | 2012 |
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Loan Management | ERP Services and Operations |
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2022 | 2022 |
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Wescom Credit Union AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Intelligent Process Automation | AI-Powered Application |
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2025 | 2025 |
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Wescom Credit Union Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2012 | 2018 |
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Analytics and BI | Analytics and BI |
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2008 | 2008 |
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Wescom Credit Union Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Online Meeting Scheduling | Collaboration |
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2018 | 2018 |
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Survey and Questionnaire | Collaboration |
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2018 | 2018 |
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Wescom Credit Union 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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2015 | 2015 |
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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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2021 | 2021 |
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Wescom Credit Union CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Wescom Credit Union PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Wescom Credit Union 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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Wescom Credit Union 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Wescom Credit Union
Apps Being Evaluated by Wescom Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-11-06 | Wescom Credit Union | Evaluated | Jack Henry & Associates | Jack Henry Banking SilverLake Xperience | Customer Experience | CRM |
| 2025-01-21 | Wescom Credit Union | Evaluated | Accurate Background | Accurate Background | BackGround Screening | HCM |