Customers are bombarded by marketing messages everywhere they turn. Why should they pay attention to yours? Michelle Speranza explores how to dial up the relevance and personalization of your marketing efforts and increase customer engagement.... read more
To get a pulse on the overall impact the COVID-19 pandemic is having on our industry, Bob Bell reached out to several brokers and funding sources for feedback on their experiences. He summarizes their responses and draws conclusions in an article for Monitor. ... read more
Technology does not exist in a vacuum. Like living things, each technology trend exists in an ecosystem. Scott Nelson explores five technology ecosystems the equipment finance industry must consider to stay relevant and successful for many years to come. ... read more
Creating an equipment finance company in the midst of a pandemic is a complex undertaking at any experience level. Jule Kreyling, president of Atlantic Union Equipment Finance, utilized his 25-year career in equipment finance to navigate unforeseen challenges and establish a successful new company in less than a year. ... read more
string(17) "Valerie L. Gerard"
string(24) "Senior Managing Director"
string(14) "The Alta Group"
COVID-19 has forever shifted the equipment leasing business. Valerie Gerard and Patricia Voorhees explore how the pandemic has ushered in an “Age of Acceleration” and discuss how businesses will operate going forward. ... read more
The pace of digital transformation has accelerated in 2020, but the equipment finance industry is still light years behind the consumer space. Monitor checked in with six technology leaders to talk about how the industry can catch up and ensure a smooth transition for employees and customers. ... read more
Rich Doherty has lived through many economic cycles and he helped build one of the premier bank-owned equipment finance companies. He says the key to a company’s success is its culture. He looks back at the highlights of his career and provides advice for riding the economic tides.... read more
When this year’s Monitor Pioneer Icon, Reid Raykovich, took the helm of the CLP Foundation in 2012, the organization was struggling. Eight years later, nearly 1,000 professionals have earned their CLFP and Raykovich is blazing a trail to take the designation global. ... read more
New York Governor Andrew Cuomo’s Executive Order 202.8 banned foreclosures and secured lenders have felt the impact. Marc Hamroff and Danielle Marlow examine four recent cases and their implications for secured lenders seeking relief. ... read more
When Monitor’s editorial board cast votes for this year’s Icon Awards, Deborah Reuben nominated COVID-19 in the Disruptor category. In a special “honorable mention” feature, she explores the shifts the pandemic has created this year and stresses that adaptability and agility are the keys to ensuring the future success of a business.... read more
After working in credit, risk, operations and asset management, Eric McGriff has learned to take a holistic approach to running a business. He believes that equipment finance is a people business, and says authenticity and communication are essential to keeping a team engaged. ... read more
True disruption involves creating a new business model that will forever change the way an existing industry operates. Bill Verhelle is quick to admit that Innovation Finance has yet to achieve this feat, but the platform his team is building — centered on a simplified and transparent customer experience — is on its way to transforming equipment finance. ... read more
As a small business lender, Marlin Capital Solutions was in the middle of the storm when it came to the coronavirus pandemic’s effects on the economy. Jeffrey Hilzinger shares Marlin’s story and outlines how COVID-19 has fueled the company’s transformation. ... read more
In this podcast preview, Arrow CEO Charles Anderson talks about his departure from Currency in the middle of the COVID-19 lockdown and outlines how technology is rapidly changing our world. Tune in for Monitor’s complete podcast with Anderson on Wednesday, November 18th.... read more
Monitor recently caught up with Tom Slevin, founder and CEO, and Brian Dundon, SVP corporate development at First Financial Equipment Leasing ahead of their company’s acquisition of NorFund, an independent leasing company specializing in capital equipment, solar and alternative energy and vendor finance programs.