Santa Ana, 92701, CA,
United States
Toltec Financial Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Toltec Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Toltec 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 Toltec Financial has purchased the following applications: Global Wave Credit Track for Loan Management in 2008 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Toltec Financial is running and its propensity to invest more and deepen its relationship with Global Wave Group 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 Toltec 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 Toltec 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Global Wave Group | Legacy | Global Wave Credit Track | Loan Management | ERP Services and Operations | n/a | 2008 | 2008 | In 2008, Toltec Financial adopted Global Wave Credit Track to automate loan origination, approval, documentation, funding and servicing. The engagement was a Loan Management deployment in Southern California, focused on scaling high-volume consumer lending and improving customer service for a small regional lender. Global Wave Credit Track was implemented as an end-to-end loan lifecycle platform, with functional modules addressing loan origination, workflow-driven approval routing, documentation management, funding orchestration and loan servicing. Configuration centered on automating manual touchpoints to reduce manual work and speed approvals, reflecting the vendor description of the implementation. Operational coverage included lending operations and customer service teams supporting consumer lending in Southern California, with the deployment scoped as a finance and loan-management solution. Governance and process changes emphasized standardized approval workflows, centralized processing rules and role-based controls to streamline decisioning and document handling across the loan lifecycle. The project objective stated in the engagement was to reduce manual work, speed approvals and improve customer service while enabling Toltec Financial to scale high-volume consumer lending through an automated Loan Management platform. The deployment narrative aligns Toltec Financial Global Wave Credit Track Loan Management as a focused operational automation initiative rather than a broad enterprise program. |
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