New York, 10036, NY,
United States
BHI Technographics
BHI Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BHI and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 BHI employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BHI has purchased the following applications: PayPal Enterprise for Payment Processing in 2021, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, DocuSign eSignature for Digital Signing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems BHI is running and its propensity to invest more and deepen its relationship with PayPal , Cisco Systems , 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 BHI revenues, which have grown to $200.0 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 BHI 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.
BHI Tech Stack and Enterprise Applications
BHI ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PayPal | Legacy | PayPal Enterprise | Payment Processing | ERP | n/a | 2021 | 2021 |
In 2021, BHI implemented PayPal Enterprise for Payment Processing on its public website. BHI implemented PayPal Enterprise to centralize online payments and checkout business function for its web channel, positioning PayPal Enterprise as the primary Payment Processing provider for customer-facing transactions.
The PayPal Enterprise deployment focused on standard Payment Processing capabilities, including hosted checkout integration, API-based payment gateway connectivity, tokenization for stored payment instruments, and platform-level fraud screening and risk controls. Configuration work emphasized payment flow orchestration and transaction state management consistent with e-commerce payment processing patterns.
Integration centered on embedding PayPal Enterprise into BHI website checkout flows, combining client-side payment widgets with server-side API calls for transaction capture and settlement, while exposing transaction dashboards for finance and customer service users. Operational coverage targeted web transactions and associated reconciliation workflows, aligning online payments with treasury and customer support processes.
Governance and operationalization established centralized merchant account administration, transaction monitoring procedures, and operational workflows for dispute management and reconciliation. The narrative documents BHI PayPal Enterprise Payment Processing relationship, reflecting the company application category business function connection between BHI, PayPal Enterprise, Payment Processing, and online payments.
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BHI Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, BHI implemented Cisco Webex Meetings as its enterprise conferencing solution. Cisco Webex Meetings is deployed in the Audio Video and Web Conferencing category and is surfaced on BHI's public website to provide direct meeting access and client-facing join links. The deployment supports both external client sessions initiated from the website and internal collaboration use cases across corporate departments.
The implementation uses the cloud-hosted Cisco Webex Meetings service, configured for scheduled and ad hoc meeting workflows, video and audio conferencing, screen sharing, and recording capabilities typical of Audio Video and Web Conferencing. Configuration emphasized embedded meeting links and web-based join flows integrated into site pages, plus meeting templates and scheduling controls to standardize session setup.
Operational governance aligns meeting controls and access policies with financial services security requirements, using role-based access and meeting-level controls for authenticated joins and recording management. Rollout and operational ownership are positioned to support client-facing teams and internal departments, making Cisco Webex Meetings the primary web-accessible conferencing layer on the website.
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BHI Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023, BHI implemented DocuSign eSignature as a Digital Signing solution. DocuSign eSignature is embedded on BHI's website to capture electronic signatures for customer-facing documents and consent workflows. The deployment focuses on web-based agreement capture, closing forms, and standard service consents to streamline signature collection across customer interactions.
Configuration leverages DocuSign eSignature capabilities such as embedded signing on the website, authentication options, document routing, and audit trail and compliance metadata to enforce signing workflows. Operational ownership is assigned to legal, sales operations, and digital channel teams who manage templates, access controls, and retention settings. Governance emphasizes centralized template and workflow control to maintain consistent signature processes on the website and preserve auditability.
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Web Content Management | 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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BHI TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Treasury Management | TRM |
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2006 | 2007 |
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BHI 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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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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BHI CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Application Firewalls (WAF) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at BHI
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| SVP, Treasurer | VP | Treasury | ||||
| Chief Risk Officer | CXO | Risk | ||||
| Head Of Operations | Director | Finance |
Apps Being Evaluated by BHI Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-03-25 | BHI | Evaluated | Stamps.com | Endicia | Shipping Management | eCommerce |