AI Buyer Insights:

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

Wellen Capital
Location
600 W Jackson Blvd Suite 750,
Chicago, 60661, IL,
United States
Website
https://www.wellen.com/
Phone
1 888-963-6130
Artw industry
Banking and Financial Services
Employee
Revenue

Wellen Capital Technographics

Wellen Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wellen Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Wellen Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Wellen Capital has purchased the following applications: DataRobot Cloud for ML and Data Science Platforms in 2017, Olark Live Chat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration 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 Wellen Capital is running and its propensity to invest more and deepen its relationship with DataRobot , Olark , 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 Wellen Capital revenues, which have grown to $13.0 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 Wellen Capital 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.

Wellen Capital Tech Stack and Enterprise Applications

Wellen Capital AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DataRobot Legacy DataRobot Cloud ML and Data Science Platforms AI Development n/a 2017 2018
In 2017, Wellen Capital deployed DataRobot Cloud as its ML and Data Science Platforms solution to operationalize automated machine learning. Pauline McKinney, VP of Data and Analytics, uses DataRobot Cloud, which is powered by Amazon Web Services, to inform credit and underwriting decisions across the firm. The implementation centers on automated model building, model evaluation, and production deployment workflows typical of ML and Data Science Platforms, enabling rapid iteration on predictive models for loan default risk. Configuration emphasized AutoML pipelines, automated feature engineering, model validation and fairness assessment to remove bias from decision-making, with models running in a cloud-hosted execution environment. Operational governance is led by the Data and Analytics function, with VP level oversight driving model review and bias mitigation processes that integrate into underwriting and risk operations. The DataRobot Cloud deployment on AWS directly supports decisions that reduce loan default rates and remove bias from Wellen Capital's lending processes.
Wellen Capital AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Olark Legacy Olark Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2018 2018
In 2018 Wellen Capital implemented Olark Live Chat on its public website. Wellen Capital deployed Olark Live Chat as the customer-facing conversational layer categorized under Chatbots and Conversational AI to support client engagement on its corporate site. The implementation centers on a cloud-hosted, embeddable Olark Live Chat widget delivering real-time messaging, visitor presence indicators, proactive chat prompts, and transcript capture. Configuration work focused on chat routing and operator workflows consistent with Chatbots and Conversational AI capabilities, enabling conversational lead capture and live support interactions handled by client-facing staff. There are no named integrations recorded in the available source, so the deployment is described as website-centric and SaaS-hosted rather than integrated with specific backend systems. Operational scope is limited to external customer touchpoints on the Wellen website, with governance and daily management concentrated within sales and client service processes, including transcript review and chat routing procedures.
Wellen Capital Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
In 2018, Wellen Capital implemented Microsoft 365 as its primary Collaboration platform to centralize productivity and communications across the firm. The Microsoft 365 deployment provided cloud-hosted email, document collaboration, shared libraries, and team communication capabilities aligned with the Collaboration category, and was provisioned to support the firmwide needs of a 25-employee banking and financial services firm. Microsoft 365 is used on their website and in their public-facing digital presence, indicating the vendor services extend to web-based content and workflow touchpoints. Governance focused on centralized user provisioning and permission controls appropriate for a small enterprise, with configuration emphasizing hosted mailbox services, real-time coauthoring, group communication tools, and standardized collaboration templates to support finance, client services, and operations functions.
Wellen Capital CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2018 2018
Customer Experience CRM 2018 2018
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2020 2020
Wellen Capital IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Wellen Capital

First Name Last Name Title Function Department Email Phone
Data & Analytics Manager Manager IT
President CXO Finance
Show All Contacts

Apps Being Evaluated by Wellen Capital Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wellen Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wellen Capital digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wellen Capital Technographics
Wellen Capital is a Banking and Financial Services organization based in United States, with around 25 employees and annual revenues of $13.0 million.
Wellen Capital operates a diverse technology stack with applications such as DataRobot Cloud, Olark Live Chat and Microsoft 365, covering areas like ML and Data Science Platforms, Chatbots and Conversational AI and Collaboration.
Wellen Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as DataRobot, Olark and Microsoft.
Wellen Capital recently adopted applications including Hubspot Marketing Automation in 2021, GoDaddy in 2021 and Cloudflare CDN in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wellen Capital’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Wellen Capital’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 Wellen Capital technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.