Best Practices Related Content

Reduce Delinquency, Processing Expenses and Resource Time with a Customer Portal

Today, customers want quick and easy access to their account information without having to pick up the phone. Kimberly Fumega Yeo outlines how custom web portals can help equipment finance companies boost overall efficiency and client satisfaction.... read more

Taking the Plunge: Tech Leaders’ Guide to Innovative Success

As all angles of innovation and technology continue to dominate industry conversations, Monitor sat down with three leaders of technology companies to discuss best practices for staying up to date with and implementing emerging tech to drive innovation in equipment finance.... read more

Operating at a Discount: The Benefits of the Broker-Lender Discounting Relationship

Discounting opens a whole new world for brokers willing to make the investment necessary to be a successful partner. Don Cosenza provides a primer on discounting and its benefits for brokers and lenders.... read more

Driving Vendor Success Through Enhanced Digital Experiences

Digital capabilities can drive successful relationships with vendor partners. Kristian Dolan discusses why prioritizing user experience can unlock smoother transactions, enhanced customization, transparent operations and increased operational efficiency. •... read more

AI Without the Overwhelm: An Interview with Rohan Marfatia

AI is top-of-mind for professionals across the industry, but the exploration and implementation processes can be a lot to take in. Deb Reuben and Rohan Marfatia discuss how leaders can push past the overwhelm and begin successfully adopting AI.... read more

How Open Dialogue and Intentionality Lead to Success in DE&I

Though legal and political pressures began to weigh heavily on diversity, equity and inclusion (DE&I) earlier this year, equipment finance industry executives remain dedicated and resilient, with an air of optimism for further advancement so long as the hard work continues.... read more

An Effective Syndicator Must Look Good Wearing Many Different Hats

A great syndicator has “chameleon-like” qualities. Being an effective syndicator means establishing a value proposition with relationship managers, pleasing all involved parties and determining the best distribution strategy for every deal.... read more

Real People, Fast Answers: A Proven Success Formula for Healthcare Vendor Equipment Finance

Vendor equipment finance has changed over the past two decades, but many fundamentals remain in place that are necessary for younger professionals to know. Success, particularly in the healthcare vertical, is tied to the people involved in the business.... read more

Navigating Interest Rate Risk: A Framework for Equipment Finance Companies

Interest rates are a prominent concern for companies across the industry and beyond. Christina Ochs shares five components of hedge programs — planned, systematic approaches to dealing with risk — that offer a way to minimize the negative effects of fluctuating rates.... read more

A Solid Defense of your Equipment Finance Portfolio Requires Asking The Right Questions

Financial conditions have changed. As new waves of community and mid-sized banks enter the equipment market, it is imperative for these businesses’ leaders to understand the nuances and ask the right questions to build a solid defense of their equipment finance portfolios.... read more

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