Western & Southern
400 Broadway,
Cincinnati, 45202, OH,
United States
Cincinnati, 45202, OH,
United States
1 877-367-9734
Banking and Financial Services
Western & Southern Technographics
Western & Southern Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Western & Southern and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3400 Western & Southern employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Western & Southern has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2016, AbsenceSoft for Absence and Leave Management in 2017, Rollio AI for Intelligent Process Automation 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 Western & Southern is running and its propensity to invest more and deepen its relationship with Oracle , AbsenceSoft , iCIMS 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 Western & Southern revenues, which have grown to $7.20 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 Western & Southern 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.
Western & Southern Tech Stack and Enterprise Applications
Western & Southern ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, Western & Southern implemented Oracle NetSuite ERP as an ERP Financial solution to serve core finance and accounting functions. The engagement ran from January 2016 to August 2019 and focused on transactional finance modules including invoices, vendor bills, customer and vendor credits, and reporting data sourced from a file cabinet integration. Oracle NetSuite ERP was positioned to centralize accounting records and to provide a financial backbone for accounts payable, accounts receivable and reporting teams.
The project centered on integration-led architecture using MuleSoft middleware to orchestrate data flows and API methods. Developed interfaces delivered JSON based RESTful services and proxy APIs with OAuth, alongside HTTPS endpoints protected with IP whitelisting and CORS policies. Integrations included pipe delimited flat file ingestion from SFTP with transformation into underlying REST services, SOAP service retrieval for upstream systems, and scheduled update jobs to keep NetSuite transactional tables synchronized.
Deployment and runtime used Mule ESB versions 3.6, 3.8 and 3.9 with Anypoint Studio and Anypoint Platform for deployment, Jenkins and GIT for CI CD, and Postman and Soap UI for testing. Connectors and runtime components explicitly included a DB connector for MySQL with connection pooling, SFTP connector for file transfers and NetSuite calls, ActiveMQ via JMS for messaging, HTTP connector, API toolkit router, content based router, foreach, retry logic, secure properties and logger components. MUnits were developed for all flows and a common error handling framework was implemented to standardize exception management across integrations.
Project governance emphasized full SDLC participation from analysis through deployment, with responsibilities for API design and implementation, integration testing and documentation. API management practices were applied including published documentation and proxy based APIs consumed by upstream systems, and the team implemented integration patterns and reusable components to support finance operations. The implementation narrative reflects Western & Southern Oracle NetSuite ERP ERP Financial integration work with middleware design, secure API exposure and structured testing and deployment processes.
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Western & Southern HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AbsenceSoft | Legacy | AbsenceSoft | Absence and Leave Management | HCM | n/a | 2017 | 2017 |
In 2017 Western & Southern implemented AbsenceSoft as its Absence and Leave Management solution. The AbsenceSoft deployment established a centralized leave administration workflow that consolidated manual processing across four functional units, positioning the application as the primary system for case routing and absence lifecycle management within HR and Benefits.
Configuration work focused on AbsenceSoft workflow automation, leave case management, and role based approvals, aligned with existing HR policies and benefits governance. The implementation aligned AbsenceSoft leave rules with enterprise HR processes and leveraged standard PMO tools to manage configuration, testing, and cutover activities, while project leadership delivered targeted training in problem solving and Kaizen methods to operational teams.
Operational coverage explicitly included HR and Benefits functions and extended across four functional units that previously handled leave tasks manually. AbsenceSoft was integrated into Western & Southern operational processes and HR platforms and policies to ensure consistent eligibility and case handling, with governance enforced through cross divisional standardized work and PMO oversight.
The implementation delivered a consolidated leave administration workflow and supported process level improvements referenced as gemba and a visual workplace environment. Training, governance changes, and annual assessment planning were embedded as part of the rollout to sustain standardized absence management practices using AbsenceSoft.
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Applicant Tracking System | HCM |
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2017 | 2017 |
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Benefits Administration | HCM |
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2017 | 2017 |
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Core HR | HCM |
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2009 | 2009 |
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Employee Engagement | HCM |
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2021 | 2021 |
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Employee Experience | HCM |
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2021 | 2021 |
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Learning and Development | HCM |
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2012 | 2012 |
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Payroll | HCM |
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2009 | 2009 |
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Performance and Goal Management | HCM |
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2012 | 2012 |
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Recruiting, Applicant Tracking System | HCM |
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2013 | 2013 |
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Succession and Leadership Planning | HCM |
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2012 | 2012 |
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Time and Attendance | HCM |
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2009 | 2009 |
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Western & Southern AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rollio | Legacy | Rollio AI | Intelligent Process Automation | AI-Powered Application | n/a | 2023 | 2023 |
In 2023 Western & Southern implemented Rollio AI in its client relationship and contact-center environment, deploying the application as a SaaS instance to support customer servicing across the United States. Rollio AI is positioned as an Intelligent Process Automation solution to improve agent productivity, accelerate onboarding, and ensure agents have accurate, up-to-date information when servicing customers.
The deployment emphasized agent-facing automation and knowledge orchestration capabilities common to Intelligent Process Automation, with configuration focused on real-time assistance for contact-center workflows and onboarding task automation. Rollio AI was configured to surface contextual information to agents and streamline routine contact-center interactions, aligning with customer service and relationship management functions.
Operational coverage was limited to Western & Southern’s client relationship and contact-center operations within the United States, with the vendor case story reporting a vendor-published timeline that the SaaS deployment started and went live in 2023. Rollout details indicate the implementation targeted productivity and training workflows used by contact-center agents and onboarding teams.
Governance and measurement referenced in the vendor case story include tracking of training and productivity outcomes, with the vendor reporting measurable hours gained and reduced training costs. The narrative is anchored on the vendor-published timeline and Western & Southern’s use of Rollio AI to instrument contact-center operations through Intelligent Process Automation.
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Western & Southern Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2019 | 2019 |
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Western & Southern Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2017 | 2017 |
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Western & Southern CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2020 | 2020 |
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Western & Southern ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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Western & Southern PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Western & Southern SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2017 | 2017 |
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Western & Southern TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2007 | 2007 |
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Treasury Management | TRM |
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2014 | 2014 |
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Western & Southern 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Western & Southern 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Western & Southern
| First Name | Last Name | Title | Function | Department | Phone | |
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SVP Chief Customer Officer | CXO | Customer Service | |
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Senior Vice President, National Sales Manager Financial Institutions | VP | Sales | |
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VP Business Development - IMO | VP | Sales | |
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Vice President, Business Development | VP | Sales | |
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Manager of Sales | Manager | Finance | |
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Manager, Sales Operations Support | Manager | Sales | |
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SVP, Compensation & Benefits | VP | HR | |
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SVP HR | VP | HR | |
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Director, HR Technology and Operational Excellence | Director | HR | |
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Manager, Payroll | Manager | Finance | |
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HR Manager - Talent Management | Manager | HR | |
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AVP Compensation & Payroll | VP | Hr | |
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Apps Being Evaluated by Western & Southern Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Western & Southern IT executives and key decision makers. This section highlights Western & Southern's latest recorded technology evaluations, including BlackRock Aladdin for Portfolio and Investment Management on 2025-11-03, State Street PAM for Investments for Portfolio and Investment Management on 2024-12-24, and Microsoft 365 for Collaboration on 2024-12-18. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Western & Southern digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-11-03 | Western & Southern | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2024-12-24 | Western & Southern | Evaluated | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | Investment Management |
| 2024-12-18 | Western & Southern | Evaluated | Microsoft | Microsoft 365 | Collaboration | Collaboration |
| 2024-10-01 | Western & Southern | Evaluated |
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AR Automation | ERP |
| 2024-06-10 | Western & Southern | Evaluated |
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Collaboration | Collaboration |
FAQ - APPS RUN THE WORLD Western & Southern Technographics
Western & Southern is a Banking and Financial Services organization based in United States,
with around 3400 employees and annual revenues of $7.20 billion.
Western & Southern operates a diverse technology stack with applications such as
Oracle NetSuite ERP, AbsenceSoft and Rollio AI,
covering areas like ERP Financial, Absence and Leave Management and Intelligent Process Automation.
Western & Southern has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, AbsenceSoft and Rollio.
Western & Southern recently adopted applications including
Rollio AI in 2023, Lattice Engagement in 2021 and Culture Amp in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Western & Southern’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Western & Southern’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 Western & Southern technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.