Leasepath announced the successful live deployment of its Finance Origination (LOS) and Customer Engagement (CRM) platform with Global Financial & Leasing Services, LLC. A provider in equipment financing for small and medium-sized businesses, Global Financial implemented the Leasepath solution to create an intelligent workplace technology foundation that increases decision speed and streamlines workflow. Integrated into Global Financials’ existing infrastructure and mission critical applications, the company was able to centralize operations without breaking what already works.
 
“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,” said Judi Jenks, President of Global Financial & Leasing Services. “With the solution in place, we are able to more efficiently, more quickly and more seamlessly capture more business than we had thought possible.”

A pioneer in small and mid-size businesses leasing, Global Financial utilizes its unique story credit underwriting process which takes into account not just typical financial details, but also the personal story of the individual(s) applying and the business seeking credit.

The new solution supports Global Financials’ current and anticipated growth by enabling the company to deliver quicker turnaround time on funding decisions and offer superior personal service to its customers. Specifically, Global Financial is using Leasepath so that it can speed up its origination process thereby helping them stand in the gap with their customer to provide needed 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,” said Jeffrey Bilbrey, Leasepath CEO. “We partnered in a way to deliver workflows that pays deep respect 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.”

With Leasepath, Global Financial is also looking forward to the automatic quarterly product updates which continually add features and improve system functionality at no extra cost.

Founded in 2009, Global Financial & Leasing Services is an equipment leasing and alternative financial services company that serves small and medium-sized businesses with the financing needed for essential use equipment.