Southwest Funding
13150 Coit Road Ste 100,
Dallas, 75240, TX,
United States
Dallas, 75240, TX,
United States
1 877-878-8989
Banking and Financial Services
Southwest Funding Technographics
Southwest Funding Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Southwest Funding and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Southwest Funding employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Southwest Funding has purchased the following applications: Floify POS for Point Of Sale in 2020, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Southwest Funding is running and its propensity to invest more and deepen its relationship with Floify , Microsoft , DocuSign 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 Southwest Funding revenues, which have grown to $150.0 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 Southwest Funding 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.
Southwest Funding Tech Stack and Enterprise Applications
Southwest Funding ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Floify | Legacy | Floify POS | Point Of Sale | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020 Southwest Funding deployed Floify POS on its public website to provide Point Of Sale capability for customer-facing transactions in its Banking and Financial Services operations. The deployment of Floify POS is embedded within the company's web storefront to surface checkout workflows, digital transaction capture, and customer intake directly to end users.
Floify POS was configured to support standard Point Of Sale functional modules including checkout workflows, payment and transaction capture, and customer data collection and document intake, with administration and configuration managed through the application console. The implementation emphasizes web-embedded flows and electronic submission channels, aligning the application with frontline sales and loan origination interactions.
Operational coverage is focused on the client-facing website, enabling online transaction handling for Southwest Funding and supporting business functions in customer acquisition and transaction processing. Governance is centered on application-level administration and web deployment controls, with IT and operations managing configuration and access for the customer-facing Point Of Sale processes.
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Southwest Funding Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Southwest Funding implemented Microsoft 365 to provide a centralized Collaboration platform for its corporate workforce. The deployment is visible on the company website, indicating an active cloud tenant and public Microsoft 365 provisioning tied to the firm’s online presence.
The Microsoft 365 implementation includes standard Collaboration capabilities, configured to provide Exchange Online email, SharePoint Online intranet and document management, OneDrive for Business file storage, Microsoft Teams for real time communication, and Office client licensing for desktop productivity. Microsoft 365 is used to support corporate productivity, internal communications, and document lifecycle management across the organization.
Operational coverage extends across core business functions, with the platform supporting finance, operations, sales, and administrative teams. Identity and access are aligned with Microsoft 365 native services, using Azure Active Directory for single sign on and tenant level user and group management consistent with cloud collaboration deployments.
Governance is managed through the Microsoft 365 admin center, where tenant configuration, user provisioning, and policy controls are administered to standardize collaboration workflows and content access. Southwest Funding Microsoft 365 Collaboration supports centralized administration and cloud native governance for ongoing operational control and user enablement.
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Southwest Funding Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023, Southwest Funding implemented DocuSign eSignature as a Digital Signing capability on its corporate website. DocuSign eSignature was embedded to capture electronic signatures for customer-facing document workflows initiated on the public site, providing a web-based signing surface integrated into online application flows.
The implementation focuses on embedded signing and template-driven envelope orchestration within DocuSign eSignature, with configuration of signing order, authentication controls, and audit log capture consistent with standard Digital Signing functionality. The technical approach uses web integration patterns to present signing sessions inside the website user interface while maintaining server-side envelope and template management.
Operational scope centers on customer-facing document execution and client onboarding workflows, linking front-office interactions on the website with back-office document management processes. The deployment aligns the DocuSign eSignature Digital Signing capability with the organization usiness functions responsible for client origination, customer service, and document custody.
Governance and process controls emphasize centralized template management, role-based access to signing workflows, and retention of audit trails and signature records to meet financial services recordkeeping expectations. Rollout was executed as a website-embedded signing solution, with configuration and operational ownership retained internally by Southwest Funding teams.
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Southwest Funding CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Southwest Funding 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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2020 | 2020 |
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Southwest Funding PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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Southwest Funding 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Southwest Funding
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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COO | CXO | Finance | |
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IT Manager | Manager | IT | |
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Business Development Manager | Manager | Sales | |
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Chief Strategy Officer | CXO | Finance | |
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Chief Executive Officer | CXO | Finance | |
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Apps Being Evaluated by Southwest Funding Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Southwest Funding IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Southwest Funding digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Southwest Funding Technographics
Southwest Funding is a Banking and Financial Services organization based in United States,
with around 700 employees and annual revenues of $150.0 million.
Southwest Funding operates a diverse technology stack with applications such as
Floify POS, Microsoft 365 and DocuSign eSignature,
covering areas like Point Of Sale, Collaboration and Digital Signing.
Southwest Funding has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Floify, Microsoft and DocuSign.
Southwest Funding recently adopted applications including
DocuSign eSignature in 2023, Salesforce Sales Cloud in 2021 and Amazon SES in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Southwest Funding’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Southwest Funding’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 Southwest Funding technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.