AI Buyer Insights:

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

Oakmont Capital Services
Location
600 Willowbrook Lane, Suite 601,
West Chester, 19382, PA,
United States
Website
https://www.oakmontfinance.com/
Phone
1 610-892-8670
Artw industry
Banking and Financial Services
Employee
Revenue

Oakmont Capital Services Technographics

Oakmont Capital Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Oakmont Capital Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Oakmont Capital Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Oakmont Capital Services has purchased the following applications: Leasepath Enterprise for Lease Management in 2024, Hubspot Live Chat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Oakmont Capital Services is running and its propensity to invest more and deepen its relationship with Leasepath , Solifi , Bookly 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 Oakmont Capital Services revenues, which have grown to $20.0 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 Oakmont Capital Services 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.

Oakmont Capital Services Tech Stack and Enterprise Applications

Oakmont Capital Services ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Leasepath Legacy Leasepath Enterprise Lease Management ERP Services and Operations n/a 2024 2024
In 2024, Oakmont Capital Services implemented Leasepath Enterprise for Lease Management to bring portfolio servicing in house and centralize contract servicing across its U.S. operations. Leasepath Enterprise was deployed to support portfolio servicing, billing workflows, and customer servicing processes while aligning the application with Oakmont's finance and servicing functions. The deployment leverages back-office servicing, contract management, and portfolio servicing capabilities inferred from the announcement, configured to manage contract lifecycles, automate billing schedules, and orchestrate servicing workflows. Leasepath Enterprise configuration emphasized contract lifecycle controls, billing schedule automation, document and record management, and event driven servicing tasks common to lease management systems. Operational coverage was scoped to Oakmont's U.S. operations and impacted operations, portfolio management, billing, and customer service teams. The implementation focused on centralizing servicing processes and consolidating contract administration and billing under a single Lease Management application to reduce fragmentation in servicing workflows. Governance changes accompanied the rollout as Oakmont brought portfolio servicing in house, establishing centralized servicing governance, revised servicing workflows, and clearer operational handoffs between servicing and customer support. The move streamlined contract servicing, billing, and customer servicing processes and improved operational efficiency and customer responsiveness as stated in the public announcement.
Loan Management ERP Services and Operations 2024 2024
Reservation and Booking Management ERP Services and Operations 2019 2019
Oakmont Capital Services AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2018 2018
Chatbots and Conversational AI AI-Powered Application 2018 2018
Chatbots and Conversational AI AI-Powered Application 2025 2025
Oakmont Capital Services Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Oakmont Capital Services Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Management Content Management 2016 2016
Video Editing Content Management 2025 2025
Web Content Management Content Management 2014 2014
Web Content Management Content Management 2018 2018
Oakmont Capital Services eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2022 2022
Oakmont Capital Services CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2018 2018
Customer Experience CRM 2022 2022
Customer Experience CRM 2025 2025
Digital Advertising Platform CRM 2022 2022
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2023 2023
Tag Management CRM 2018 2018
Tag Management CRM 2025 2025
Oakmont Capital Services PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2019 2019
Oakmont Capital Services IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2025 2025
Cloud Storage IaaS 2022 2022
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2015 2015
Oakmont Capital Services CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2019 2019
Identity and Access Management (IAM) CyberSecurity 2024 2024
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
Secure Sockets Layer (SSL) CyberSecurity 2025 2025

IT Decision Makers and Key Stakeholders at Oakmont Capital Services

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Oakmont Capital Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Oakmont Capital Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Oakmont Capital Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Oakmont Capital Services Technographics
Oakmont Capital Services is a Banking and Financial Services organization based in United States, with around 60 employees and annual revenues of $20.0 million.
Oakmont Capital Services operates a diverse technology stack with applications such as Leasepath Enterprise, Hubspot Live Chat and Microsoft 365, covering areas like Lease Management, Chatbots and Conversational AI and Collaboration.
Oakmont Capital Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Leasepath, HubSpot and Microsoft.
Oakmont Capital Services recently adopted applications including LiveChat in 2025, Vimeo Online Video Editor in 2025 and Contentsquare in 2025, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Oakmont Capital Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Oakmont Capital 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 Oakmont Capital Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.