Cincinnati, 45202-3341, OH,
United States
The Western & Southern Life Insurance Company Technographics
The Western & Southern Life Insurance Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Western & Southern Life Insurance Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4000 The Western & Southern Life Insurance Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Western & Southern Life Insurance Company has purchased the following applications: Adobe Connect for Audio Video and Web Conferencing in 2018, DocuSign eSignature for Digital Signing in 2021, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems The Western & Southern Life Insurance Company is running and its propensity to invest more and deepen its relationship with Adobe Systems , Cisco Systems , Microsoft 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 The Western & Southern Life Insurance Company revenues, which have grown to $1.93 billion 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 The Western & Southern Life Insurance Company 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.
The Western & Southern Life Insurance Company Tech Stack and Enterprise Applications
The Western & Southern Life Insurance Company Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018 The Western & Southern Life Insurance Company implemented Adobe Connect as its Audio Video and Web Conferencing solution on its public website. Adobe Connect provides hosted virtual meeting rooms, audio and video streaming, screen sharing, session recording, and webinar presentation capabilities that are accessible through the company site.
The deployment is web-embedded, delivering Adobe Connect meeting and webinar sessions directly via the website to support external customer engagement and internal collaboration. Functional capabilities implemented include scheduled webinar delivery, on-demand recordings, attendee management, and presentation content hosting, reflecting standard Audio Video and Web Conferencing workflows. Governance is aligned with the web channel and content publication processes, with session provisioning and access control managed through the company website infrastructure.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2022 | 2022 |
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The Western & Southern Life Insurance Company Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, The Western & Southern Life Insurance Company deployed DocuSign eSignature as its Digital Signing solution on its website to capture legally binding signatures for online document workflows. The implementation positions DocuSign eSignature as the primary digital signature mechanism for web-based customer interactions and document acceptance.
The deployment leveraged standard DocuSign eSignature capabilities including embedded signing flows for in-browser signature ceremonies, template-driven envelope creation for repeatable document sets, centralized envelope management, and built in audit trail and signature verification to support compliance and recordkeeping. Configuration emphasis focused on template standardization and envelope routing logic to streamline common document types posted to the site.
Integration work centered on embedding DocuSign eSignature sessions into the public website to host signing interactions directly in the browser, maintaining the web channel as the operational touchpoint for signature capture. Operational scope is website focused, enabling digital signature capture for online documents circulated through the web channel rather than back office batch processing.
Governance and operational controls were implemented through platform administration, including template governance, role based access to envelope functions, and retention of audit logs to support signature validation. Rollout details emphasize web first implementation and ongoing administration through the DocuSign eSignature console to manage templates, users, and signing policies.
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The Western & Southern Life Insurance Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021 The Western & Southern Life Insurance Company implemented Salesforce Sales Cloud to centralize sales and customer engagement workflows and to surface web-originated leads directly into CRM processes via its public website. The Salesforce Sales Cloud deployment supports Sales Automation,CRM,Sales Engagement use cases and is positioned to manage end-to-end lead capture through opportunity progression and sales engagement orchestration.
The implementation configures standard Sales Cloud capabilities, including lead-to-opportunity workflows, account and contact management, opportunity pipeline and activity tracking, and sales engagement automation to standardize outreach and follow up. Salesforce Sales Cloud is used to enforce structured sales stages and to capture interaction history and tasking for distributors and internal sales teams.
Deployment is instrumented on the company website to route web inquiries and contact forms into Salesforce Sales Cloud, where CRM rules assign leads and trigger engagement sequences. Operational coverage is focused on sales and distribution-facing functions within the firm, enabling consistent intake of website leads into the sales pipeline and centralized record keeping.
Governance for the rollout emphasizes a standardized CRM data model and role-based access controls to ensure consistent account and pipeline management across teams. The implementation frames process changes around centralized sales process enforcement and CRM-driven lead handling to support coordinated sales engagement.
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The Western & Southern Life Insurance Company 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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2019 | 2019 |
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The Western & Southern Life Insurance Company CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Application Firewalls (WAF) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at The Western & Southern Life Insurance Company
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by The Western & Southern Life Insurance Company Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-04-15 | The Western & Southern Life Insurance Company | Evaluated | BNY Mellon | BNY Mellon Eagle PACE | Data Warehouse | Analytics and BI |
| 2025-01-17 | The Western & Southern Life Insurance Company | Evaluated | FIS Global | FIS Core Banking | Core Banking | ERP Services and Operations |