Guild
5887 Copley Drive,
San Diego, 92111, CA,
United States
San Diego, 92111, CA,
United States
1 800-283-8823
Banking and Financial Services
Guild Technographics
Guild Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Guild and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4400 Guild employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Guild has purchased the following applications: SAP Concur Expense for Expense Management in 2015, Absorb LMS for Learning and Development in 2019, Onit SimpleLegal for Legal Practice Management in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Guild is running and its propensity to invest more and deepen its relationship with SAP , Absorb , Kahoot 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 Guild revenues, which have grown to $1.16 billion 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 Guild 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.
Guild Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP Financial Management | n/a | 2015 | 2015 |
In 2015, Guild implemented SAP Concur Expense as its Expense Management platform. The SAP Concur Expense deployment centralized employee and team expense reporting for Guild, a United States banking and financial services firm with roughly 4,400 employees. The implementation established a single system for submission, review, and audit of expense reports to support finance and travel operations.
Configuration focused on core Expense Management capabilities, including electronic expense reporting, mobile receipt capture and attachment, automated approval routing, and policy validation rules. The deployment included corporate card transaction processing and reconciliation workflows, and standard expense categories and cost center assignment to align with corporate accounting controls. SAP Concur Expense was configured to enforce policy checkpoints and route exceptions to designated approvers.
Operational governance placed responsibility for submission accuracy and team-level reporting oversight with the central expense owner, who is responsible for all team expense reports created and submitted through Concur Solutions. Processes emphasized manager approvals and finance review points, formalizing submission and audit checkpoints. The implementation positioned Guild SAP Concur Expense Expense Management as the primary system of record for employee expense workflows.
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Absorb | Legacy | Absorb LMS | Learning and Development | HCM | n/a | 2019 | 2019 |
In 2019, Guild implemented Absorb LMS to centralize employee training and learning operations. The deployment focused on Learning and Development and was driven by Dave Robertson, VP Organizational Development, to provide an intuitive, scalable platform to empower training across the entire company.
Absorb LMS was configured to deliver core learning management capabilities including course and content delivery, learner portal access, enrollment and assignment workflows, reporting and analytics, and certification tracking. Configuration emphasized role based administration for organizational development and HR teams, and self service learner experiences consistent with standard Learning and Development platforms.
The implementation was scoped for enterprise wide use across Guild Mortgage, with centralized administration and segmented access for managers and training administrators. Governance centered on Operational Development oversight and configuration of course lifecycles, user provisioning, and compliance oriented learning workflows, while the platform was positioned as the companywide learning hub to power learning at Guild Mortgage.
|
|
|
|
|
Learning and Development | HCM |
|
2018 | 2018 |
|
|
|
|
|
Skills Intelligence | HCM |
|
2024 | 2024 |
|
|
|
|
|
Skills Intelligence | HCM |
|
2024 | 2024 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Onit | Legacy | Onit SimpleLegal | Legal Practice Management | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, Guild implemented Onit SimpleLegal as its Legal Practice Management solution. The deployment targeted the in-house legal department and compliance function to standardize matter intake, document handling, and legal spend tracking across compliance paralegals and legal administrators supporting mortgage compliance workflows.
Onit SimpleLegal was configured to deliver core Legal Practice Management capabilities including matter management, eBilling and invoice workflow, document association, and legal vendor tracking. Configuration emphasized structured intake forms, automated approval routing for invoices and matters, role based access control for paralegal and administrator roles, and reporting to surface matter status and billing activity.
Operational coverage centered on compliance paralegals and legal operations staff responsible for administrative and clerical duties, contract and invoice review, and multi task case handling. Governance workstreams focused on formalizing intake and approval workflows, standardizing billing review processes, and training legal staff on eBilling and matter workflow usage to improve coordination between paralegals and legal operations.
|
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Predictive Analytics | AI-Powered Application |
|
2025 | 2025 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Collaboration | Collaboration |
|
2015 | 2015 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Contract Lifecycle Management | Content Management |
|
2016 | 2016 |
|
eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Shipping Management | eCommerce |
|
2024 | 2024 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2017 | 2017 |
|
|
|
|
|
Customer Experience | CRM |
|
2015 | 2015 |
|
|
|
|
|
Data Management Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2013 | 2013 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
|
|
|
|
Real Estate CRM | CRM |
|
2020 | 2020 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2015 | 2015 |
|
|
|
|
|
Sales Automation, Sales Engagement | CRM |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at Guild
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Guild Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Guild Technographics
Guild is a Banking and Financial Services organization based in United States,
with around 4400 employees and annual revenues of $1.16 billion.
Guild operates a diverse technology stack with applications such as
SAP Concur Expense, Absorb LMS and Onit SimpleLegal,
covering areas like Expense Management, Learning and Development and Legal Practice Management.
Guild has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Absorb and Onit.
Guild recently adopted applications including
FICO Score in 2025, Lightcast Skills Agent in 2024 and Lightcast Talent Transform in 2024,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Guild’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Guild’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 Guild technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.