Global Financial & Leasing Services Implements Leasepath Platform



Leasepath deployed its Finance Origination (LOS) and Customer Engagement (CRM) platform with Global Financial & Leasing Services, a provider of equipment financing for small and medium-sized businesses.

Global Financial implemented the Leasepath solution in order to create an intelligent workplace technology foundation to increase decision speed and streamline workflows. Leasepath’s platform was Integrated into Global Financial’s existing infrastructure and mission critical applications.

“For us, the implementation of an intelligent workplace technology foundation — provided by Leasepath’s solution — holds the key to maximizing the kind of engagement we strive to achieve with our customers,” Judi Jenks, president of Global Financial & Leasing Services, said. “With the solution in place, we are able to more efficiently, more quickly and more seamlessly capture more business than we had thought possible.”

Leasepath’s platform will support Global Financial’s current and anticipated growth. Specifically, Global Financial is using Leasepath’s platform so that it can speed up its origination process, allowing it to provide funding more quickly using the system’s built-in document generation and process automation capabilities.

“We admire Global Financial’s unique story credit process to holistically look at the business of their prospective customers and which is underpinned by a committee credit decision process,” Jeffrey Bilbrey, CEO of Leasepath, said. “We partnered in a way to deliver workflows that pays deep respect [to] that historical success foundation of the organization while automatically bringing the credit committee information into a central dashboard, easing manual work and automating redundant tasks. Now, Global Financial has an intelligent workplace solution, allowing them to spend more time on the customer story and helping businesses get access to credit.”


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