AI Buyer Insights:

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Self Help Tech Stack and Enterprise Applications

Self Help ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ICE Mortgage Technology Legacy ICE Encompass (formerly Ellie Mae Encompass) Loan Management ERP Services and Operations n/a 2015 2015
In 2015, Self Help implemented ICE Encompass (formerly Ellie Mae Encompass) for Loan Management. The deployment centralized loan decision communications by updating the Encompass system to capture underwriting outcomes and to communicate approval, counteroffer and denial decisions to customers and banking partners, positioning ICE Encompass as the primary Loan Management application for loan origination and decisioning workflows. Configuration emphasized workflow orchestration, document and case management, and decision-event triggers within ICE Encompass, aligning decision states with outbound communication processes to ensure consistent status updates. Operational scope covered loan operations, underwriting and customer service teams, with governance centered on process controls and audit logging inside ICE Encompass to support decision traceability and operational coordination with banking partners.
Self Help Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015, Self Help implemented Microsoft 365 to support Collaboration across the organization. The deployment established a cloud-hosted Microsoft 365 tenant delivering core collaboration capabilities including Exchange Online email, SharePoint Online intranet and document libraries, OneDrive for personal file storage, and Microsoft Teams for real-time communication and meetings, positioning Microsoft 365 as the central Collaboration platform for internal communication and document management within the banking and financial services business. The implementation included tenant-level controls for user provisioning and access management, along with information governance policies for content classification and retention, and configured collaboration workspaces aligned to business functions such as client services, retail banking, and corporate operations. Microsoft 365 is also surfaced on Self Help's public website for select content and contact workflows, indicating use of Microsoft 365 collaboration and content publishing capabilities beyond internal users while governance focused on centralized administration and role based access to balance security and productivity.
Self Help Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Progress Software Legacy Telerik Sitefinity CMS Web Content Management Content Management n/a 2015 2015
In 2015, Self Help deployed Telerik Sitefinity CMS as its Web Content Management platform to manage the organization web estate in the United States. The implementation centralized content creation and publishing for corporate communications, member services, and program pages across Self Help's public website. Telerik Sitefinity CMS was configured to deliver role based authoring, structured content types, template driven rendering, a consolidated media library, built in form and landing page capabilities, workflow and approval controls, and content staging with versioning. The deployment leveraged Sitefinity's modular widget architecture to enable reusable components across templates and to support scheduled publishing and content lifecycle management. Governance established editorial teams with role based permissions, content standards, and staged rollout plans across site sections. Training and documentation were provided to content editors and site administrators to operationalize the Web Content Management system.
Self Help CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2017 2017

IT Decision Makers and Key Stakeholders at Self Help

First Name Last Name Title Function Department Email Phone
Director of Administrative Services, Vice President for Center for Community Self-Help Director Marketing
Travel Logistics Lead Manager Supply Chain
Chief Financial officer CXO Finance
Vice President, Accounting & Finance VP Finance
Controller Director Finance
Financial Analyst - Asset Liability Management - Treasury Manager Investment
CIO CXO Finance
SVP Finance & Operations VP Finance
Vice President/Director of Information Technology Director IT
Operations Manager Manager Finance

Apps Being Evaluated by Self Help Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Self Help IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Self Help digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Self Help Technographics
Self Help is a Banking and Financial Services organization based in United States, with around 2300 employees and annual revenues of $680.0 million.
Self Help operates a diverse technology stack with applications such as ICE Encompass (formerly Ellie Mae Encompass), Microsoft 365 and Telerik Sitefinity CMS, covering areas like Loan Management, Collaboration and Web Content Management.
Self Help has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as ICE Mortgage Technology, Microsoft and Progress Software.
Self Help recently adopted applications including Intuit Mailchimp in 2017, ICE Encompass (formerly Ellie Mae Encompass) in 2015 and Microsoft 365 in 2015, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Self Help’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Self Help’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 Self Help technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.