Levittown, 19057, PA,
United States
William Penn Bank Technographics
William Penn Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by William Penn Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 93 William Penn 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 William Penn Bank has purchased the following applications: Fiserv Dovetail for Payment Processing in 2021, Fiserv Cleartouch Bank Platform for Core Banking in 2014, Zoho ManageEngine AssetExplorer for Hardware Asset Management (HAM), Software Asset Management (SAM), IT Asset Management (ITAM), SaaS Spend Management 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 William Penn Bank is running and its propensity to invest more and deepen its relationship with Fiserv , Zoho Corp. , Splashtop 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 William Penn Bank revenues, which have grown to $16.0 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 William Penn 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.
William Penn Bank Tech Stack and Enterprise Applications
William Penn Bank ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Dovetail | Payment Processing | ERP | n/a | 2021 | 2021 |
In 2021, William Penn Bank implemented Fiserv Dovetail for Payment Processing on its public website. The deployment centers on web-based payment acceptance and checkout integration, leveraging Fiserv Dovetail to provide payment orchestration, tokenization, hosted payment flows, and processing for card not present transactions. William Penn Bank Fiserv Dovetail Payment Processing integration is positioned to centralize online payment capture and to support merchant services and digital channel operations.
Configuration visible on the bank website indicates Fiserv Dovetail is embedded within front-end payment pages and tied to the bank's online customer payment flows. Operational governance for the Payment Processing implementation is expected to emphasize payment operations, reconciliation workflows, and PCI compliance alignment, reflecting standard controls for a web-integrated payments platform. The implementation scope is focused on the bank's digital channel rather than branch or ATM processing.
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William Penn Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Cleartouch Bank Platform | Core Banking | ERP Services and Operations | n/a | 2014 | 2015 |
In 2014, William Penn Bank implemented Fiserv Cleartouch Bank Platform to support Core Banking operations. The deployment targeted transactional processing and branch user workflows across thirteen branch locations and back office functions, with internal IT staff handling day to day administration.
Functional implementation centered on user provisioning and permissioning, teller operations including drawer assignment, and authentication management. Operational evidence documents password resets and the creation modification and deletion of users directly within Fiserv Cleartouch Bank Platform, as well as use of MySQL when assigning drawers to tellers and controlling application permissions. Multi factor authentication was configured using YubiKeys and compliance oriented user training profiles were maintained in KnowBe4.
Operational architecture integrated Fiserv Cleartouch Bank Platform with Active Directory for identity lifecycle and group based permissions, and with a MySQL store used for teller drawer assignments. Endpoint and device management included MDM inventory tracked in ManageEngine, laptop and workstation provisioning, remote access via Splashtop, and network segmentation for printers and phones on designated VLANs. Day to day operations also referenced ServiceDesk ticketing for incident management, KeyScan for physical access card administration, and branch signage devices paired with Roku for time and date displays.
Governance and support workflows were organized around a first line help desk role responsible for ticket triage and timely resolution, monthly camera checks across branches, and onsite troubleshooting for workstations printers and phones. Identity and access governance included Active Directory group management, application permission stewardship inside Fiserv Cleartouch Bank Platform, and centralized configuration of YubiKeys for bank employees. The implementation and operational practices describe a controlled Core Banking footprint across 13 branches and back office locations with integrated identity authentication and device management controls.
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William Penn Bank IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho ManageEngine AssetExplorer | Hardware Asset Management (HAM), Software Asset Management (SAM), IT Asset Management (ITAM), SaaS Spend Management | IT Asset Management | n/a | 2019 | 2019 |
In 2019 William Penn Bank implemented Zoho ManageEngine AssetExplorer to centralize IT asset records and manage hardware and software lifecycles, using the application as the authoritative inventory store for Hardware Asset Management (HAM),Software Asset Management (SAM),IT Asset Management (ITAM),SaaS Spend Management. The deployment focused on asset discovery and recording, capturing laptops and workstations at initial deployment and ongoing lifecycle events across 13 branches and back office locations. Zoho ManageEngine AssetExplorer was used to maintain a consolidated catalog of physical devices and software entitlements, and to support routine asset updates tied to help desk activity.
Configuration centered on inventory, software inventory and license tracking, and asset assignment workflows consistent with ITAM practices. ManageEngine AssetExplorer was populated with device details during laptop and workstation deployments and used to record MDM managed endpoints, YubiKey assignments for multi factor authentication, and signage and kiosk devices. Standard functional capabilities applied included asset tagging, owner and location assignment, and lifecycle status tracking to align provisioning and deprovisioning steps with operational support processes.
Operationally the asset data maintained in ManageEngine AssetExplorer was used alongside Office365 user management and Active Directory account workflows, and it supported help desk ticketing and documentation processes in ServiceDesk. Asset records were maintained in parallel with an MDM system and referenced during remote support sessions using Splashtop and during on site troubleshooting for printers, phones and VLAN assignments. The application’s inventory served operational teams including the help desk, branch support staff, and junior systems analysts responsible for device deployment, password resets in banking applications, and monthly equipment checks.
Governance relied on ticket driven updates and branch level operational procedures, with the help desk acting as the primary updater of asset state and assignment metadata. Daily and monthly operational tasks such as resolving tickets, assigning teller drawer devices via mySQL workflows, and performing monthly camera checks were linked to asset records to ensure accurate status and ownership. The implementation emphasized process alignment between provisioning, security enforcement, and asset recordkeeping rather than third party implementation partner involvement.
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William Penn Bank ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Remote Monitoring and Management | ITSM |
|
2019 | 2019 |
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William Penn Bank TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
AML, Fraud and Compliance | TRM |
|
2020 | 2020 |
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William Penn Bank IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at William Penn Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by William Penn Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||