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CRM

Posted by Scott Nelson in Perspectives on 2/21/2023

On February 15, I shared insights with members of the American Association of Commercial Finance Brokers (AACFB) on how to “Get ahead with data.” AACFB’s Monica Harper hosted Allen Jones of Copernicus and me for a discussion regarding data-centric technologies that can help brokers improve operations, grow faster, and transform into companies with broader offerings.


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Posted by Scott Nelson in Perspectives on 12/27/2022
One of the oldest and most common business plans in equipment finance is the broker-to-lessor transformation and goes like this: establish one’s brand as a finance broker, build customer and lender relationships, grow the business to the point where one can secure funding for the paper and become a lessor. One could say it’s a straightforward three-step process.
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Posted by Scott Nelson in Perspectives on 9/27/2022
Equipment Finance is a business that feels like running on a treadmill set at twelve. And the roughly 12,500 finance brokers operating in the space are trying to help lenders keep up.
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Posted by Scott Nelson in Perspectives on 11/1/2021
If you look deeper – behind the financials – at the factors that are influencing trends and transforming industry economics, strategic planning is much more than updating last year’s AOP.
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Posted by Scott Nelson in Perspectives on 5/27/2021
The harsh reality of Internet & enterprise software-based business models is that one scales exponentially and the other scales only as fast as the company can develop a relationship with each customer. But knowing your customers needs and meeting those needs is a fundamental of any business. So how does one succeed independent of relationships-by-name? The answer to this paradox can be found in three key principles in the practice of SaaS business models.
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Posted by Tamarack in Tamarack News and Updates on 9/8/2020
Equipment finance technology companies to focus on accelerating adoption of digital solutions.
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