Westlake Financial
4751 Wilshire Blvd. Suite 100,
Los Angeles, 90010-3847, CA,
United States
Los Angeles, 90010-3847, CA,
United States
1 888-739-9192
Banking and Financial Services
Westlake Financial Technographics
Westlake Financial Software Purchases 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 Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP Financial Management | n/a | 2016 | 2016 |
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Expense Management | ERP Financial Management |
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2015 | 2015 |
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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.
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Travel Management | ERP Services and Operations |
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2015 | 2015 |
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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.
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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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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Sales Automation, CRM, Sales Engagement | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2018 | 2018 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2016 | 2016 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Cloud Storage | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Westlake Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Westlake Financial Executives
| 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.