AI Buyer Insights:

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

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● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

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● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

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● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Howard Wershbale & Co
Location
23240 Chagrin Blvd, Suite 700,
Cleveland, 44122, OH,
United States
Website
https://www.hwco.com/
Phone
1 216-831-1200
Artw industry
Banking and Financial Services
Employee
Revenue

Howard Wershbale & Co Technographics

Howard Wershbale & Co Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Howard Wershbale & Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Howard Wershbale & Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Howard Wershbale & Co has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2012, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, LogMeIn GoToMyPC for Remote Monitoring and Management in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Howard Wershbale & Co is running and its propensity to invest more and deepen its relationship with Oracle , Cisco Systems , GoTo (formerly LogMeIn) 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 Howard Wershbale & Co revenues, which have grown to $10.0 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 Howard Wershbale & Co 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.

Howard Wershbale & Co Tech Stack and Enterprise Applications

Howard Wershbale & Co ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2012 2012
In 2012, Howard Wershbale & Co implemented Oracle NetSuite ERP to centralize core finance operations and standardize accounting processes. The deployment targeted ERP Financial use cases for the United States based banking and financial services firm with approximately 100 employees, positioning Oracle NetSuite ERP as the primary system for financial control and reporting. Configuration emphasized core ERP Financial functional modules typical of mid-market finance deployments, including general ledger, accounts payable, accounts receivable, fixed asset management, cash management and financial reporting. Implementation work focused on establishing a consistent chart of accounts, standardized period close workflows, centralized invoicing and transactional posting rules to support month-end close discipline and audit-ready ledgers. Operational coverage concentrated on the finance and accounting function as primary users, with role based access controls and segregation of duties configured to align with banking regulatory expectations. Governance changes included standardized month-end close cadence and reconciliations, documented financial workflows and reliance on Oracle NetSuite ERP for consolidated financial statements and operational accounting processes.
Howard Wershbale & Co 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 Howard Wershbale & Co implemented Cisco Webex Meetings. The deployment positions Cisco Webex Meetings as the firm level Audio Video and Web Conferencing solution and is surfaced on the company website to support client facing joins and external meeting access. The implementation leverages standard Audio Video and Web Conferencing capabilities, including video and audio conferencing, screen sharing, meeting recording, and scheduling workflows configured for a financial services firm of approximately 100 employees. Operational coverage includes front office client engagement and internal team collaboration, with website delivered meeting access providing a consistent join flow for external participants. Governance and operational ownership are aligned to IT and corporate communications, focusing on user provisioning, moderation controls, and meeting access policies typical for this category of solution.
Howard Wershbale & Co ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoTo (formerly LogMeIn) Legacy LogMeIn GoToMyPC Remote Monitoring and Management ITSM n/a 2020 2020
In 2020 Howard Wershbale & Co deployed LogMeIn GoToMyPC as a Remote Monitoring and Management solution and exposed access via the company website to support remote desktop connectivity for staff and external support sessions. The implementation uses LogMeIn GoToMyPC to provide web initiated remote access workflows, positioning the application as the firm’s primary vendor-hosted remote access layer for IT and helpdesk functions. Howard Wershbale & Co LogMeIn GoToMyPC Remote Monitoring and Management is operated by internal IT and support teams to manage endpoints and troubleshoot user desktops, leveraging standard Remote Monitoring and Management functionality such as secure remote desktop sessions, authenticated access, and session audit logging. Governance emphasis in the deployment focuses on authentication controls and session auditing to align remote access with banking and financial services operational requirements.
Howard Wershbale & Co IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Howard Wershbale & Co CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Howard Wershbale & Co

First Name Last Name Title Function Department Email Phone
President & CEO CXO Finance
Accounting & Auditing Principal Director Finance
Managing Principal Director Finance
Show All Contacts

Apps Being Evaluated by Howard Wershbale & Co Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Howard Wershbale & Co IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Howard Wershbale & Co digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Howard Wershbale & Co Technographics
Howard Wershbale & Co is a Banking and Financial Services organization based in United States, with around 100 employees and annual revenues of $10.0 million.
Howard Wershbale & Co operates a diverse technology stack with applications such as Oracle NetSuite ERP, Cisco Webex Meetings and LogMeIn GoToMyPC, covering areas like ERP Financial, Audio Video and Web Conferencing and Remote Monitoring and Management.
Howard Wershbale & Co has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Cisco Systems and GoTo (formerly LogMeIn).
Howard Wershbale & Co recently adopted applications including LogMeIn GoToMyPC in 2020, Microsoft Azure Cloud Services in 2020 and Mimecast Email Security in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Howard Wershbale & Co’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Howard Wershbale & Co’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 Howard Wershbale & Co technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.