Chicago, 60018, IL,
United States
Wintrust Financial Corporation Technographics
Wintrust Financial Corporation Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wintrust Financial Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5903 Wintrust Financial Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wintrust Financial Corporation has purchased the following applications: SAP Concur Invoice Capture for AP Automation in 2021, Workday Benefits for Benefits Administration in 2019, Fiserv Signature Bank Platform for Core Banking in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wintrust Financial Corporation is running and its propensity to invest more and deepen its relationship with SAP , Workday , Oracle 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 Wintrust Financial Corporation revenues, which have grown to $2.45 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 Wintrust Financial Corporation 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.
Wintrust Financial Corporation Tech Stack and Enterprise Applications
Wintrust Financial Corporation ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Invoice Capture | AP Automation | ERP | n/a | 2021 | 2021 |
In 2021, Wintrust Financial Corporation implemented SAP Concur Invoice Capture as part of an AP Automation deployment. The SAP Concur Invoice Capture implementation was positioned within a broader Workday Financials program at Wintrust.
Implementation work concentrated on invoice ingestion and capture capabilities common to AP Automation, including automated data extraction, validation and coding workflows. Configuration emphasized capture to approval routing, exception handling for invoice mismatches, and preparation of standardized data feeds for posting into the finance system.
Integrations included system level data feeds into Workday Financials, and ongoing data feed maintenance was a documented operational responsibility. The finance technology stack referenced alongside the Concur deployment included Workday Financials, Workday Adaptive Planning, and Frontier Reconciliations, indicating SAP Concur Invoice Capture served as the invoice front end to reconciliation and planning processes.
Operational coverage focused on finance and accounts payable teams, with governance attention on reconciliation workflows, data feed stewardship, and change control aligned to the Workday Financials program. Role descriptions emphasize integration oversight and continuous feed maintenance as core operational tasks rather than specific measured outcomes.
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ERP Financial | ERP |
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2021 | 2021 |
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ERP Financial | ERP |
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2021 | 2021 |
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Expense Management | ERP |
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2015 | 2015 |
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Wintrust Financial Corporation HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Benefits | Benefits Administration | HCM | n/a | 2019 | 2019 |
In 2019, Wintrust Financial Corporation implemented Workday Benefits as its Benefits Administration application, deployed in tandem with Workday Core HCM to support HR and benefits functions. Workday Benefits was configured as the primary system for benefits plan management and enrollment processing across the HR organization.
The implementation included configuration of benefits plans, eligibility rules, enrollment workflows, and the construction of Standard Reports and Custom Reports to support benefits administration and HR reporting. Configuration work reflected typical Benefits Administration functional workflows, including benefits event handling and enrollment lifecycle orchestration.
Integrations were developed using Workday Studio, Enterprise Interface Builder EIB, and the Core connector, and these integrations were deployed into the company Workday tenant. Integration system security segments and integration system security groups were configured to control security for running and scheduling integrations, providing governance around automated data exchange and scheduled processes.
Go-live support and deployment governance were provided with consultant engagement from June 2019 to August 2021, delivered from Rosemont, Illinois and remotely, and included established controls for integration scheduling and security administration. The engagement centered on operationalizing Workday Benefits for Wintrust Financial Corporation within its HR and benefits administration footprint.
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Compensation Management | HCM |
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2019 | 2019 |
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Core HR | HCM |
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2013 | 2013 |
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Core HR | HCM |
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2022 | 2023 |
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Interview Scheduling | HCM |
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2021 | 2021 |
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Learning and Development | HCM |
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2024 | 2024 |
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Learning and Development | HCM |
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2024 | 2024 |
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Learning and Development | HCM |
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2022 | 2023 |
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Learning and Development | HCM |
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2022 | 2023 |
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Learning and Development | HCM |
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2022 | 2023 |
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Onboarding | HCM |
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2019 | 2019 |
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Payroll | HCM |
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2019 | 2019 |
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Recruiting, Applicant Tracking System | HCM |
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2013 | 2013 |
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Recruiting, Applicant Tracking System | HCM |
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2022 | 2023 |
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Time and Attendance | HCM |
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2014 | 2014 |
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Time and Attendance | HCM |
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2019 | 2019 |
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Workforce Analytics | HCM |
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2021 | 2021 |
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Workforce Management | HCM |
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2014 | 2014 |
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Wintrust Financial Corporation ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Signature Bank Platform | Core Banking | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Wintrust Financial Corporation implemented Fiserv Signature Bank Platform for Core Banking. The deployment focused on aligning core account servicing with customer relationship workflows to support treasury and CRM-driven business processes across the bank.
Configuration work on Fiserv Signature Bank Platform included core ledger functions, deposit and transaction processing modules, and customer information management, with the Fiserv Signature Enact CRM configured for relationship management and client-facing data capture. Functional activities emphasized business and functional requirements for system changes, enhancements, and upgrades, along with structured quality assurance for new processes and product developments.
The AVP CRM Business Analyst for Treasury Management from May 2018 to Jan 2019 in Rosemont served as the liaison among stakeholders and project managers to analyze, communicate, and validate requirements that affect the Enact CRM platform. That role performed full testing of enhancements and upgrades and provided daily operational support for Enact CRM and Treasury Management applications, embedding business process validation into release cycles.
Governance around the rollout formalized requirements submission and QA sign-off, and established ongoing support processes for CRM and treasury operations tied to the Core Banking implementation. Operational control centered on maintaining synchronization between the Fiserv Signature Bank Platform core modules and the Enact CRM instance during iterative upgrades.
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Lease Management | ERP Services and Operations |
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2017 | 2018 |
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Wintrust Financial Corporation Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2013 | 2018 |
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Wintrust Financial Corporation 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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2017 | 2017 |
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Wintrust Financial Corporation Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2024 | 2024 |
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Digital Asset Management | Content Management |
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2017 | 2017 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Wintrust Financial Corporation CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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Wintrust Financial Corporation EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2021 | 2021 |
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Financial Consolidation and Close | EPM |
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2018 | 2018 |
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Wintrust Financial Corporation ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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Wintrust Financial Corporation PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2020 | 2020 |
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File Transfer Protocol | PaaS |
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2019 | 2019 |
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Robotic Process Automation | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Wintrust Financial Corporation 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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2014 | 2014 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Wintrust Financial Corporation 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Wintrust Financial Corporation
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Apps Being Evaluated by Wintrust Financial Corporation Executives
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