Outsourcing Without Losing Control – A Growth Playbook for Equipment Finance
As equipment finance organizations grow, scaling portfolio operations while maintaining control becomes increasingly important. On Thursday, August 13, from 1:00–2:00 p.m. ET, Solifi will host a webinar featuring JDR Solutions and Broadleaf Financial Group exploring how strategic partnerships can help organizations support growth without adding unnecessary operational complexity.
Attendees will hear how Broadleaf, JDR, and Solifi partnered to build a scalable portfolio operations strategy that combined technology, operational expertise, and servicing support. The discussion will cover:
- How strategic partnership models work
- When outsourcing can support business growth
- How responsibilities are shared between technology and servicing partners
- Real-world insights from a client implementation
Whether you’re responsible for operations, portfolio management, servicing, or growth strategy, this session will provide practical insights from organizations that have successfully scaled while maintaining clarity and control.
Register even if you can’t attend live to receive the on-demand recording: Registration