GreenPath Financial Wellness
36500 Corporate Dr,
Farmington, 48331, MI,
United States
Farmington, 48331, MI,
United States
1 248-553-5400
Professional Services
GreenPath Financial Wellness Technographics
GreenPath Financial Wellness Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by GreenPath Financial Wellness and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 GreenPath Financial Wellness employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that GreenPath Financial Wellness has purchased the following applications: Acumatica Cloud ERP for ERP Financial in 2016, Quadients Folder Inserters for Mailing System in 2014, Cisco Webex Meetings for Audio Video and Web Conferencing 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 GreenPath Financial Wellness is running and its propensity to invest more and deepen its relationship with Acumatica , Quadient , Cisco Systems 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 GreenPath Financial Wellness revenues, which have grown to $40.0 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 GreenPath Financial Wellness 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.
GreenPath Financial Wellness Tech Stack and Enterprise Applications
GreenPath Financial Wellness ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Acumatica | Legacy | Acumatica Cloud ERP | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, GreenPath Financial Wellness implemented Acumatica Cloud ERP. The Acumatica Cloud ERP deployment was managed as the primary enterprise resource planning application, classified as ERP Financial, and supported by an End User Support team of six technical and application support specialists providing support to staff across the United States.
Operational management centered on application support and availability within the organization, with internal administration of application-level configuration and user support. The implementation encompassed standard ERP Financial capabilities typical for the category, including general ledger, accounts payable and receivable workflows, and financial reporting and reconciliation processes, which were administered by the internal support team.
The Acumatica Cloud ERP instance operated within an IT stack that included virtualization and desktop infrastructure, notably Azure virtual desktops and a redesigned VMware Horizon virtual desktop environment, enterprise storage on Pure Storage Array and 3Par systems, and PRTG monitoring for alerting and notifications. Service management for application incidents and requests was formalized through Freshservice, which was deployed to replace a prior service desk tool and expanded to onboard other departments using request forms and automated workflows.
Governance and process changes were instituted through ITIL processes, including change control, asset management and problem management applied across IT Operations, which governed how Acumatica Cloud ERP changes, incidents and asset tracking were handled. The end user support organization emphasized hiring, mentoring and standard operating procedures, and those operational practices contributed to greatly improved user satisfaction while maintaining primary support responsibilities for Acumatica Cloud ERP.
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GreenPath Financial Wellness ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Quadient | Legacy | Quadients Folder Inserters | Mailing System | ERP Services and Operations | n/a | 2014 | 2014 |
In 2014 GreenPath Financial Wellness deployed Quadients Folder Inserters as a Mailing System to centralize mailroom production and support company wide shipping workflows. The implementation supported daily preparation of 1,000 to 4,500 sensitive documents for shipment through USPS, and was positioned to manage packaging and shipping materials with departmental billing for postage and freight.
Quadients Folder Inserters was used alongside OMS-500 mailing software and an inserting machine to automate folding, inserting, sealing and postage metering functions. The environment also handled in house print production for booklets, educational manuals, flipbooks, annual reports and marketing material, with the Quadients Folder Inserters integrated into the document production-to-mailpiece workflow.
Operational integrations and device coverage included OMS-500 mailing software, a Neopost inserter, a postage meter and multiple production printers, with day to day interactions with USPS and UPS for shipment execution and exception handling. The mailroom scope covered company wide shipping needs and staffed operations where one primary operator managed mailroom activity and allocated work for two additional employees as needed.
Governance and process changes focused on inventory control, scheduling equipment maintenance and troubleshooting device failures to minimize wasted time with service repair appointments. Detailed handoff and record keeping practices were established to ensure shipping costs could be tracked and billed to the appropriate departments, preserving auditability for finance and operational teams.
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GreenPath Financial Wellness 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 GreenPath Financial Wellness implemented Cisco Webex Meetings in the Audio Video and Web Conferencing category to provide a unified conferencing layer for client engagement and internal collaboration. Cisco Webex Meetings is surfaced on GreenPath's website to enable web based client session booking and direct join flows, providing the application as the primary browser friendly conferencing entry point.
The deployment uses Cisco Webex Meetings capabilities commonly associated with Audio Video and Web Conferencing, including video and audio conferencing, screen sharing, recording, and hosted meeting management, configured to support remote financial counseling and staff meetings. Operational coverage centers on client services and internal teams, with emphasis on web surfaced meeting links, browser joins, and meeting orchestration to manage session scheduling and participation.
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Collaboration | Collaboration |
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2017 | 2017 |
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GreenPath Financial Wellness CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2019 | 2019 |
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Customer Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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GreenPath Financial Wellness ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2014 | 2014 |
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IT Service Management | ITSM |
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2022 | 2022 |
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GreenPath Financial Wellness 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at GreenPath Financial Wellness
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by GreenPath Financial Wellness Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from GreenPath Financial Wellness IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the GreenPath Financial Wellness digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD GreenPath Financial Wellness Technographics
GreenPath Financial Wellness is a Professional Services organization based in United States,
with around 400 employees and annual revenues of $40.0 million.
GreenPath Financial Wellness operates a diverse technology stack with applications such as
Acumatica Cloud ERP, Quadients Folder Inserters and Cisco Webex Meetings,
covering areas like ERP Financial, Mailing System and Audio Video and Web Conferencing.
GreenPath Financial Wellness has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Acumatica, Quadient and Cisco Systems.
GreenPath Financial Wellness recently adopted applications including
Freshservice in 2022, Hubspot Marketing Automation in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of GreenPath Financial Wellness’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates GreenPath Financial Wellness’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 GreenPath Financial Wellness technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.