LWI Financial Inc. (an arm of Loring Ward)
10 Almaden Boulevard, 15th Floor,
San Jose, 95113, CA,
United States
San Jose, 95113, CA,
United States
1 408-260-3100
Banking and Financial Services
LWI Financial Inc. (an arm of Loring Ward) Technographics
LWI Financial Inc. (an arm of Loring Ward) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by LWI Financial Inc. (an arm of Loring Ward) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 130 LWI Financial Inc. (an arm of Loring Ward) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that LWI Financial Inc. (an arm of Loring Ward) has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Microsoft 365 for Collaboration in 2018, Oracle NetSuite CRM for CRM in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems LWI Financial Inc. (an arm of Loring Ward) is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , CodeTwo 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 LWI Financial Inc. (an arm of Loring Ward) revenues, which have grown to $15.0 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 LWI Financial Inc. (an arm of Loring Ward) 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.
LWI Financial Inc. (an arm of Loring Ward) Tech Stack and Enterprise Applications
LWI Financial Inc. (an arm of Loring Ward) ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, LWI Financial Inc. implemented Oracle NetSuite ERP as its central financial system, deploying Oracle's cloud application to serve the firm's accounting and finance functions. The implementation aligned the vendor Oracle offering with the company's ERP Financial needs for a United States based financial services firm of approximately 130 employees.
The Oracle NetSuite ERP deployment emphasized core financial modules typical of the ERP Financial category, including general ledger, accounts payable, accounts receivable, billing and fixed asset accounting, together with financial reporting and period close workflows. Configuration work focused on chart of accounts standardization, account mapping and role based access controls to support auditability and regulatory reporting workflows.
Operational scope targeted corporate finance and accounting teams, consolidating transactional posting, invoicing and receivables management into Oracle NetSuite ERP as the authoritative record for financial data. The implementation created a single system of record for balance sheet and income statement processes and centralized month end close procedures across the organization.
Program governance centered on process harmonization and control enforcement, with updated approval workflows, segregation of duties controls and system level audit trails embedded in Oracle NetSuite ERP. Change management and training were scoped to finance and treasury functions to ensure adherence to new system driven accounting processes.
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LWI Financial Inc. (an arm of Loring Ward) Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018 LWI Financial Inc., an arm of Loring Ward, implemented Microsoft 365 as its Collaboration platform. Public site references show Microsoft 365 is used on the company website to support corporate collaboration and content workflows. The SaaS deployment serves a 130 employee banking and financial services firm and provides a cloud hosted collaboration envelope for internal communication and document sharing.
The Microsoft 365 deployment covers core Collaboration capabilities including Exchange Online for email, Microsoft Teams for meetings and chat, SharePoint Online for intranet and document management, and OneDrive for personal file sync, reflecting standard functional modules in this category. Operational coverage centers on corporate communications, knowledge management, and employee productivity across business functions common to financial services such as client facing teams and back office operations. Governance and compliance considerations are addressed through identity and access controls, information protection, and retention policy configuration within Microsoft 365 to align with industry requirements.
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Collaboration | Collaboration |
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2021 | 2021 |
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LWI Financial Inc. (an arm of Loring Ward) CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2012 | 2012 |
In 2012 LWI Financial Inc. (an arm of Loring Ward) implemented Oracle NetSuite CRM to consolidate client relationship and sales activity across its firm of roughly 130 employees in the United States. The Oracle NetSuite CRM deployment served as the central CRM platform for sales, client advisory, and client service workflows, positioning CRM functionality to support account and contact management, pipeline visibility, and activity tracking for advisory teams.
The implementation emphasized configuration of standard CRM modules, including contact and account management, opportunity and pipeline management, activity and task tracking, case handling for client service, reporting and dashboards, and role based access controls. Governance work focused on standardizing sales and advisory workflows, instituting user provisioning and data governance policies, and a phased rollout and training approach for sales and client advisory staff to ensure consistent use of Oracle NetSuite CRM across business functions.
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2011 | 2011 |
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LWI Financial Inc. (an arm of Loring Ward) TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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LWI Financial Inc. (an arm of Loring Ward) 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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2016 | 2016 |
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LWI Financial Inc. (an arm of Loring Ward) CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at LWI Financial Inc. (an arm of Loring Ward)
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Marketing Officer | CXO | Marketing | |
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General Counsel & CCO | CXO | Finance | |
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VP, Human Resources & Administration | VP | HR | |
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VP - Applications Engineering | VP | IT | |
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CEO | CXO | Finance | |
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VP, Strategic Planning | VP | Operations | |
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Apps Being Evaluated by LWI Financial Inc. (an arm of Loring Ward) Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from LWI Financial Inc. (an arm of Loring Ward) IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the LWI Financial Inc. (an arm of Loring Ward) digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD LWI Financial Inc. (an arm of Loring Ward) Technographics
LWI Financial Inc. (an arm of Loring Ward) is a Banking and Financial Services organization based in United States,
with around 130 employees and annual revenues of $15.0 million.
LWI Financial Inc. (an arm of Loring Ward) operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and Oracle NetSuite CRM,
covering areas like ERP Financial, Collaboration and CRM.
LWI Financial Inc. (an arm of Loring Ward) has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Microsoft.
LWI Financial Inc. (an arm of Loring Ward) recently adopted applications including
CodeTwo Email Signatures in 2021, Oracle Moat in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of LWI Financial Inc. (an arm of Loring Ward)’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates LWI Financial Inc. (an arm of Loring Ward)’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 LWI Financial Inc. (an arm of Loring Ward) technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.