AI Buyer Insights:

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

● 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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

Westlake Financial
Location
4751 Wilshire Blvd. Suite 100,
Los Angeles, 90010-3847, CA,
United States
Website
https://www.westlakefinancial.com/
Phone
1 888-739-9192
Artw industry
Banking and Financial Services
Employee
Revenue

Westlake Financial Technographics

Westlake Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Westlake Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1200 Westlake 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 Westlake Financial has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2016, Dealertrack Accelerated Title for Dealership Management in 2019, CCSI Generative AI Agents for Generative AI Platforms 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 Westlake Financial is running and its propensity to invest more and deepen its relationship with Microsoft , SAP , Cox Automotive 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 Westlake Financial revenues, which have grown to $2.30 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 Westlake 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.

Westlake Financial Tech Stack and Enterprise Applications

Westlake Financial ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Dynamics GP ERP Financial ERP n/a 2016 2016
Expense Management ERP 2015 2015
Westlake Financial ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cox Automotive Legacy Dealertrack Accelerated Title Dealership Management ERP Services and Operations n/a 2019 2019
In 2019, Westlake Financial adopted Dealertrack Accelerated Title to speed electronic payoffs and title release for dealer trade-ins across the United States. Westlake Financial deployed Dealertrack Accelerated Title as part of its Dealership Management capabilities to streamline title processing and payoff workflows that support dealer trade-in transactions. The implementation emphasized automated electronic payoff processing and accelerated title release, embedding trade-in workflow orchestration and lender-side approval steps to shorten inventory turn times. Configuration focused on secure document exchange and workflow-driven status updates between lender operations and dealer channels, aligning with standard Dealership Management functional terminology for title and payoff handling. Operational coverage targeted Westlake Financial lender operations and the U.S. dealer network, with Dealertrack vendor materials and press coverage naming Westlake as a lender partner and Westlake executives publicly endorsing the solution's efficiency gains. Governance changes centralized title release approvals and standardized payoff routing inside Westlake operations to support faster dealer cashflow and improved inventory turnaround.
Travel Management ERP Services and Operations 2015 2015
Westlake Financial AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Center Services International (CCSI) Legacy CCSI Generative AI Agents Generative AI Platforms AI Development n/a 2018 2018
In 2018, Westlake Financial deployed CCSI Generative AI Agents with Call Center Services International to support auto finance servicing in a nearshore contact center. The deployment is listed under the Generative AI Platforms category and was established across Otay Mesa and Tijuana, Mexico for customer service operations, with an initial go live in September 2018 with 25 agents and a planned rapid scale in the following year. The implementation aligned the CCSI Generative AI Agents application to Westlake Financial customer service and auto finance servicing business functions. Module usage of CCSI Generative AI Agents is inferred from CCSI product documentation and consistent with Generative AI Platforms capabilities, likely emphasizing real time agent assist, contextual response generation to speed agent replies, automated conversation summarization for after call work, and knowledge base retrieval to surface policy and product information. Configuration work would have focused on integrating AI response models into contact center agent workflows, tuning prompts and confidence thresholds, and embedding conversational automation into routine servicing tasks. Operational scope covered frontline customer service teams in the nearshore contact center footprint at Otay Mesa and Tijuana, with phased rollout and agent onboarding beginning at the September 2018 go live and planned capacity scaling the following year. Governance and process changes inferred from the deployment included formalizing agent assist usage policies, scripted escalation workflows, and operational monitoring to ensure consistent handling of auto finance servicing inquiries. The Westlake Financial deployment of CCSI Generative AI Agents places a Generative AI Platforms capability directly into customer service and auto finance servicing workflows.
Westlake Financial Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2019 2019
Collaboration Collaboration 2022 2022
Westlake Financial Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2022 2022
Westlake Financial CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sales Automation, CRM, Sales Engagement CRM 2022 2022
Tag Management CRM 2018 2018
Westlake Financial EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
EPM EPM 2016 2016
Westlake Financial PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2019 2019
Westlake Financial IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2012 2012
Application Hosting and Computing Services IaaS 2015 2015
Cloud Storage IaaS 2015 2015
Content Delivery Network IaaS 2021 2021
Westlake Financial CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2017 2017

IT Decision Makers and Key Stakeholders at Westlake Financial

First Name Last Name Title Function Department Email Phone
Senior Vice President of Technology VP IT
Director of Corporate Accounting Director Finance
Director of Finance Director Finance
Chief Financial Officer CXO Finance
Assistant Vice President of Finance VP Finance
Senior Vice President, Finance VP Finance
Corporate Accounting - Manager Financial Reporting Manager Finance
Show All Contacts

Apps Being Evaluated by Westlake Financial Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Westlake Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Westlake Financial digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Westlake Financial Technographics
Westlake Financial is a Banking and Financial Services organization based in United States, with around 1200 employees and annual revenues of $2.30 billion.
Westlake Financial operates a diverse technology stack with applications such as Microsoft Dynamics GP, Dealertrack Accelerated Title and CCSI Generative AI Agents, covering areas like ERP Financial, Dealership Management and Generative AI Platforms.
Westlake Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Cox Automotive and Call Center Services International (CCSI).
Westlake Financial recently adopted applications including Slack Connect in 2022, DocuSign eSignature in 2022 and Salesforce Sales Cloud in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Westlake Financial’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Westlake Financial’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 Westlake Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.