Billy Bean and Paul DePodesta changed baseball forever by trading a human judgment-led approach for a data-based strategy that propelled the Oakland A’s to a 20-game winning streak. Scott Nelson and Tim Appleget from Tamarack Technology explore the ‘Moneyball Moments’ available to equipment finance through the use of data and analytics.

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Earlier this week, Scott Nelson spoke to the ELFA Independent Business Council Steering Committee on the topic of technology and innovation within the equipment finance industry.

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The challenges of early 2020 have come full circle in 2023. The boon of originations over the past 30 months combined with rapidly increasing interest rates and a looming recession have made 2023 the Year of the Portfolio.

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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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Recently, we helped several customers update their systems to be compliant with 80% Bonus Depreciation regulations that went into effect on January 1, 2023.

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The Check Inquiry and Unapplied Suspense Balance modules within Solifi’s Lease and Loan Portfolio Management Software now provide visibility into the history of a transaction. This allows customer service team members to trace transactions with greater ease within the software application.

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