Westwood Holdings Group
200 Crescent Court,
Dallas, 75201, TX,
United States
Dallas, 75201, TX,
United States
1 770-879-4400
Banking and Financial Services
Westwood Holdings Group Technographics
Westwood Holdings Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Westwood Holdings Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 130 Westwood Holdings Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Westwood Holdings Group has purchased the following applications: UKG Pro Recruiting (ex UltiPro Recruiting) for Recruiting, Applicant Tracking System in 2022, FIS Core Banking for Core Banking in 2015, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Westwood Holdings Group is running and its propensity to invest more and deepen its relationship with UKG , FIS Global , 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 Westwood Holdings Group revenues, which have grown to $72.0 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 Westwood Holdings Group 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.
Westwood Holdings Group Tech Stack and Enterprise Applications
Westwood Holdings Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Recruiting (ex UltiPro Recruiting) | Recruiting, Applicant Tracking System | HCM | n/a | 2022 | 2022 |
In 2022, Westwood Holdings Group implemented UKG Pro Recruiting (ex UltiPro Recruiting) as its Recruiting,Applicant Tracking System on the corporate careers site. UKG Pro Recruiting is the primary tool Westwood uses to publish job vacancies, collect candidate applications, and manage applicant intake through the public job board URL. The deployment establishes UKG Pro Recruiting as the central applicant tracking and candidate communication platform for HR and talent acquisition functions.
The configuration aligns with typical Recruiting,Applicant Tracking System capabilities, including job requisition publishing, candidate application capture, resume intake, status tracking, and scripted candidate communications. Deployment is centered on on-site job board usage and internal HR workflow orchestration, with recruiting teams controlling posting cadence, screening stages, and offer workflow within UKG Pro Recruiting. The implementation ties Westwood Holdings Group recruiting operations to the UKG Pro Recruiting application, supporting end-to-end hiring processes for HR and talent acquisition.
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Westwood Holdings Group ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Core Banking | Core Banking | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Westwood Holdings Group implemented FIS Core Banking to centralize Core Banking functions across its banking operations. The deployment included a migration that moved $3.5 Billion in assets and an associated security protocol from Infovisa to FIS, positioning FIS Core Banking as the authoritative system for core account records.
The FIS Core Banking implementation configured core deposit processing and account servicing workflows, transaction processing and the core ledger, and incorporated security protocol handling into the transactional stack. Data conversion and reconciliation routines along with automated posting workflows were implemented to preserve asset integrity during the cutover to FIS Core Banking.
Integrations centered on a direct data cutover from Infovisa and created interfaces into operations, compliance and financial reporting processes, aligning account lifecycle events with downstream reconciliation and reporting. Operational coverage focused on Westwood Holdings Group's banking and trust functions, with implementation emphasis on transactional controls and security protocol management within the Core Banking platform.
Project governance included budget oversight and operational ownership that enabled a cost saving of $105,000, equal to 12% of the project budget on a single project. The deployment consolidated core processing and security protocol management under FIS Core Banking, standardizing account servicing and transaction processing as the firms central Core Banking environment.
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Westwood Holdings Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Westwood Holdings Group implemented Microsoft 365 to provide Collaboration capabilities across the firm. The Microsoft 365 deployment emphasized core Collaboration functionality, including enterprise email, document management and storage, and real-time team communication to support corporate productivity and client service workflows.
The implementation followed a cloud subscription architecture with centralized administration and policy controls typical of Microsoft 365 deployments, enabling firmwide access to collaboration and productivity services. Westwood Holdings Group lists Microsoft 365 on its public website, reflecting corporate adoption for internal collaboration and document workflows across its U.S. operations.
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Westwood Holdings Group 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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2021 | 2021 |
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Westwood Holdings Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2014 | 2014 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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Westwood Holdings Group TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Westwood Holdings Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Transactional Email | PaaS |
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2018 | 2018 |
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Westwood Holdings Group 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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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Westwood Holdings Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Westwood Holdings Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Westwood Holdings Group IT executives and key decision makers. This section highlights Westwood Holdings Group's latest recorded technology evaluations, including FIS TrustDesk for Portfolio and Investment Management on 2026-03-05. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Westwood Holdings Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-05 | Westwood Holdings Group | Evaluated | FIS Global | FIS TrustDesk | Portfolio and Investment Management | Investment Management |
FAQ - APPS RUN THE WORLD Westwood Holdings Group Technographics
Westwood Holdings Group is a Banking and Financial Services organization based in United States,
with around 130 employees and annual revenues of $72.0 million.
Westwood Holdings Group operates a diverse technology stack with applications such as
UKG Pro Recruiting (ex UltiPro Recruiting), FIS Core Banking and Microsoft 365,
covering areas like Recruiting, Applicant Tracking System, Core Banking and Collaboration.
Westwood Holdings Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as UKG, FIS Global and Microsoft.
Westwood Holdings Group recently adopted applications including
UKG Pro Recruiting (ex UltiPro Recruiting) in 2022, DocuSign eSignature in 2021 and Salesforce Sales Cloud in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Westwood Holdings Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Westwood Holdings Group’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 Westwood Holdings Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.