We are a few weeks away from the California Commercial Financing Disclosure (SB 1235) compliance date - December 9, 2022. Hopefully, you are ready!

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In order to support modern expectations for 24/7 access to account information and streamlined account management processes, Tamarack Technology, Inc. has introduced the TrailView™ Customer Online Support Service portal. Developed to address the immediate needs of equipment finance institutions and their customers, TrailView empowers lenders with the ability to provide convenient and secure online account access to their customers.

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The Amazon Prime television show “The Marvelous Mrs. Maisel” recently re-introduced me to concept of matchmakers. The show’s plotline begins with Mrs. Maisel’s mother, Rose, launching a business as a New York City matchmaker. This intrigued me because the challenges she faced seemed very much like those I have come to understand working with and around brokers in equipment finance.

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Transformation to becoming a “digital business” may be a tired topic, but how many finance companies can actually claim success? Indeed, how many business leaders have a definition of success for digital transformation much less have communicated it companywide?

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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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“Get closer to your customers” is an age-old platitude from business consultants in times of stress.

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