New York, 10036, NY,
United States
White Oak Commercial Finance United States Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by White Oak Commercial Finance United States and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 241 White Oak Commercial Finance United States employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that White Oak Commercial Finance United States has purchased the following applications: Hexaview ALHexa for Chatbots and Conversational AI in 2019, DocuSign eSignature for Digital Signing in 2021, LeadLander for Marketing Analytics in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems White Oak Commercial Finance United States is running and its propensity to invest more and deepen its relationship with Hexaview , DocuSign , LeadLander 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 White Oak Commercial Finance United States revenues, which have grown to $100.0 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 White Oak Commercial Finance United States 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.
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hexaview | Legacy | Hexaview ALHexa | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2020 |
In 2019, White Oak Commercial Finance engaged Hexaview for captive services and data and automation work, with Hexaview delivering Azure hosted Power BI dashboards and a Salesforce migration to streamline reporting and analytics for the finance and operations function. Hexaview ALHexa is the named application, and Chatbots and Conversational AI is the Apps Category, though the Hexaview case study references the engagement without explicitly documenting deployment of ALHexa at White Oak. Hexaview ALHexa is promoted by Hexaview as an HR chatbot product, and its use in this engagement is inferred from the vendor relationship and the broader HR automation positioning rather than stated in the source material. If Hexaview ALHexa were deployed for White Oak, the most likely operational scope would be internal HR and employee self service rather than client facing investment operations, providing conversational employee inquiries, knowledge base access, and HR case creation workflows that align with Azure hosted analytics and the Salesforce reporting environment. Governance and operational alignment would follow the existing finance and operations reporting architecture delivered by Hexaview, centralizing conversational HR workflows alongside Azure based Power BI reporting and the migrated Salesforce instance for cross functional visibility in the United States.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 White Oak Commercial Finance implemented DocuSign eSignature as a Digital Signing solution on its public website to capture online signatures for customer-facing contracts and forms. The deployment uses DocuSign eSignature embedded signing and envelope routing capabilities to support template-driven document workflows, signature capture, and standard authentication flows for web visitors.
Configuration focused on template creation, administrative controls, and signing workflow orchestration to standardize contract language and manage access to signing activities. The implementation connects the company Application DocuSign eSignature to the Digital Signing business function of online contract execution and impacts customer onboarding, sales contract acceptance, and operations through centralized template governance and managed signing processes.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LeadLander | Legacy | LeadLander | Marketing Analytics | CRM | n/a | 2014 | 2014 |
In 2014, White Oak Commercial Finance implemented LeadLander on its corporate website. White Oak Commercial Finance implemented LeadLander as its Marketing Analytics application to support marketing and demand generation functions.
LeadLander was instrumented on the public site to provide real time visitor identification, firmographic profiling, and activity reporting typical of Marketing Analytics deployments. The implementation oriented analytics toward identifying company-level site engagement, tracking referral sources, and surfacing individual session behavior through dashboards and alerts.
Operational ownership was placed with marketing and demand generation teams, who used LeadLander data to qualify prospects and trigger manual follow up by sales. Configuration focused on site-level tracking scripts, user access controls for marketing analysts, and reporting workflows to integrate web-sourced intelligence into existing lead qualification processes.
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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