Winston Salem, 27103-9815, NC,
United States
Sheffield Financial Technographics
Sheffield Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sheffield Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1 Sheffield Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sheffield Financial has purchased the following applications: GOLDPoint Suite for Loan Management in 2009, Cisco Webex Meetings for Audio Video and Web Conferencing in 2022, Adobe Experience Manager for Digital Asset Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sheffield Financial is running and its propensity to invest more and deepen its relationship with GOLDPoint Systems , Cisco Systems , Adobe Systems 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 Sheffield Financial revenues, which have grown to $1.0 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 Sheffield Financial 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.
Sheffield Financial Tech Stack and Enterprise Applications
Sheffield Financial ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GOLDPoint Systems | Legacy | GOLDPoint Suite | Loan Management | ERP Services and Operations | n/a | 2009 | 2009 |
In 2009, Sheffield Financial implemented GOLDPoint Suite to manage its consumer and retail financing operations. Sheffield Financial, a U.S. retail point of sale lender, deployed GOLDPoint Suite within the Loan Management category to support core lending workflows and long‑standing operational collaboration with the vendor, which the vendor page references as a 17 year relationship.
The implementation is centered on loan origination, loan servicing and payment integrations, consistent with GOLDPoint product descriptions and the customer testimonial. Configuration focused on point of sale financing workflows, account servicing processes, payment posting and reconciliation capabilities, and the operational controls needed for retail consumer lending. Governance reflects an embedded vendor relationship with vendor-supported operational procedures and ongoing product alignment to lending operations, and the deployment scope is focused on U.S. consumer/retail lending channels. GOLDPoint Suite is presented as the central Loan Management system supporting origination, servicing and payment orchestration for Sheffield Financial.
|
Sheffield Financial 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 | 2022 | 2022 |
In 2022, Sheffield Financial implemented Cisco Webex Meetings as its Audio Video and Web Conferencing solution. Cisco Webex Meetings is embedded on the Sheffield Financial website to provide direct client access and live consultation scheduling for the firm. The deployment is scoped to a single user professional services practice, focusing on client consultations, remote advisory sessions, and external communications.
Configuration emphasizes browser-based meeting joins, host controls for attendee management, screen sharing, video, and recording capabilities consistent with Audio Video and Web Conferencing functionality. Operational governance centers on scheduled meeting workflows, link-based access and security controls such as meeting passwords and waiting rooms, aligning conferencing operations with the firms external client engagement processes. Cisco Webex Meetings remains the primary application for synchronous client communication and web-hosted conferencing on the company website.
|
Sheffield Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Manager | Digital Asset Management | Content Management | n/a | 2018 | 2018 |
In 2018 Sheffield Financial deployed Adobe Experience Manager as its Digital Asset Management solution on its website. The Adobe Experience Manager implementation centralizes web assets and content authoring to support the company public site, providing a managed asset library, media delivery and editorial publishing workflows. Sheffield Financial Adobe Experience Manager Digital Asset Management supports web content management and marketing communications for the firm.
Adobe Experience Manager is configured to prioritize content authoring, asset cataloging, metadata management and versioning, using a lightweight administrative footprint appropriate for a single-operator organization. Operational coverage is focused on the corporate website and associated marketing content, with governance centered on site-level editorial controls and asset lifecycle workflows. The implementation emphasizes web-facing asset management and publishing rather than enterprise-wide system integration.
|
Sheffield Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2018 | 2018 |
|
Sheffield Financial IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2012 | 2012 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
|
IT Decision Makers and Key Stakeholders at Sheffield Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Sheffield Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||