AI Buyer Insights:

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Lendmark Financial Services Tech Stack and Enterprise Applications

Lendmark Financial Services ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2017 2017
In 2017, Lendmark Financial Services implemented Oracle NetSuite ERP as its core ERP Financial platform. The deployment centralized general ledger and financial close processes to provide a single financial record for corporate finance and servicing operations. The Oracle NetSuite ERP implementation configured the general ledger, chart of accounts rationalization, month-end close workflows, and consolidated reporting to support budgeting, forecasting, and five year long range planning. Functional capabilities included financial planning and analysis workflows, consolidated financial reporting, branch profitability reporting, and support for Monthly Servicing Reports used in lender reporting and covenant calculations. NetSuite was integrated with the planning tool Adaptive Insights to link driver-based budgets and detailed profitability models to operational data and forecasting. The implementation also supported cash flow modeling for securitizations and warehouse credit facilities, aligning treasury, FP&A, and reporting processes across corporate teams and the organization’s branch profitability structure covering 500+ branches. Governance was led through FP&A leadership that co-led the project and established supervised reporting ownership for Senior Financial Analysts and a Senior Data Scientist to enable datamining and analytics. The rollout standardized month-end reporting, supported external audit of Monthly Servicing Reports by lenders, and improved financial analysis and detailed profitability of product lines through the combined Oracle NetSuite ERP and Adaptive Insights environment.
Lendmark Financial Services ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Solifi Legacy Solifi Originations (ex Rapport and CALMS) Loan Management ERP Services and Operations n/a 2020 2020
In 2020, Lendmark Financial Services implemented Solifi Originations (ex Rapport and CALMS) as its loan origination platform in the Loan Management category. Lendmark operates in 19 states with over 350 branches and a Brick & Click omnichannel retail model, and the organization sought a system to support accelerated growth in originating direct consumer loans. The deployment used Solifi’s CALMS Loan Origination System (Solifi Originations) delivered as a SaaS type hosted offering, providing a complete origination platform with a browser based thin client strategy to support branch operations. Implementation emphasized robust logging and exception tracking throughout the application process, configurable origination workflows, and scalability to accommodate future expansion and a faster software release cadence driven by business and regulatory demands. Operationally the solution was provisioned to align with Lendmark’s branch network and digital channels, and it fits alongside Lendmark’s existing loan processing technology providers. Solifi provided comprehensive software support, strict service level agreements and disaster recovery as integral parts of the hosting model, centralizing infrastructure and application support responsibilities. Governance and rollout priorities centered on enabling rapid software releases and strengthening operational monitoring, with controls for exception management and coordinated release governance across business and compliance stakeholders. The implemented Solifi Originations Loan Management platform delivered the specified hosting, support, SLA and disaster recovery capabilities described by the vendor.
Loan Management ERP Services and Operations 2007 2007
Lendmark Financial Services 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, Lendmark Financial Services deployed Cisco Webex Meetings as its web conferencing solution. The implementation embeds Cisco Webex Meetings on the public corporate website to surface browser-based join flows and meeting initiation directly from site pages. This deployment is categorized as Audio Video and Web Conferencing and delivers core capabilities including multi-party video, audio conferencing, screen sharing, meeting recording, and scheduling controls through the Cisco Webex Meetings platform. Configuration emphasized web embed and access management, with meeting controls exposed in the site user interface and orchestration handled by the Cisco Webex Meetings cloud service. Operational scope covers website-based meeting access and internal collaboration workflows, with governance implemented via Webex administrative controls such as user provisioning, meeting policy configuration, and recorded session management. The architecture leverages cloud-hosted conferencing infrastructure and browser clients to minimize endpoint complexity while enabling web-based meeting orchestration from the corporate site.
Collaboration Collaboration 2015 2015
Lendmark Financial Services CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2018 2018
Customer Experience CRM 2019 2019
Lendmark Financial Services TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Risk Management TRM 2016 2016
Lendmark Financial Services PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
Lendmark Financial Services IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Lendmark Financial Services 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 2016 2016

IT Decision Makers and Key Stakeholders at Lendmark Financial Services

First Name Last Name Title Function Department Email Phone
VP, Assistant Controller VP Finance
Senior Manager Accounting & Finance Manager Finance
CFO CXO Finance
Assistant Vice President, Lease Administration Director Operations
Senior Vice President, Director of Auto & Retail Lending VP Operations
AVP - Loan Administration Manager Manager Operations
Chief Credit Officer CXO Operations
Loan Specialist Non Manager Operations
Loan Servicing Specialist Non Manager Operations

Apps Being Evaluated by Lendmark Financial Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Lendmark Financial Services IT executives and key decision makers. This section highlights Lendmark Financial Services's latest recorded technology evaluations, including Paylocity Payroll for Payroll on 2025-09-24 and Moodys Analytics for Risk Management on 2025-04-04. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Lendmark Financial Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-09-24 Lendmark Financial Services Evaluated Paylocity Paylocity Payroll Payroll HCM
2025-04-04 Lendmark Financial Services Evaluated Moodys Analytics Moodys Analytics Risk Management TRM
FAQ - APPS RUN THE WORLD Lendmark Financial Services Technographics
Lendmark Financial Services is a Banking and Financial Services organization based in United States, with around 2300 employees and annual revenues of $550.0 million.
Lendmark Financial Services operates a diverse technology stack with applications such as Oracle NetSuite ERP, Solifi Originations (ex Rapport and CALMS) and Cisco Webex Meetings, covering areas like ERP Financial, Loan Management and Audio Video and Web Conferencing.
Lendmark Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Solifi and Cisco Systems.
Lendmark Financial Services recently adopted applications including SocketLabs Email APIs in 2021, Okta Identity Cloud in 2021 and Solifi Originations (ex Rapport and CALMS) in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Lendmark Financial Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Lendmark Financial Services’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 Lendmark Financial Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.