KLC Financial, LLC is using Tamarack Technology’s Executive Advisory Insights Reports (ExecutiveAIR) product to support its executive team in business strategy and key decision-making.

“At KLC, we are continually exploring ways to enhance performance and drive growth,” said KLC Financial CEO Spencer Thomas, CLFP. “Our long-standing relationship with Bob Rinaldi and the Rinaldi Advisory Services team, coupled with our use of Tamarack AI products, made ExecutiveAIR a logical next step. We now have actionable executive-level intelligence and insights from real-time data to help us make better decisions that have more impact on our organization.”

A product of the collaboration between Rinaldi Advisory Services (RAS) and Tamarack, ExecutiveAIR leverages the strengths of both organizations - Tamarack’s comprehensive enterprise data aggregation and analysis tools, along with RAS’ renowned insights for equipment finance and banking leaders. Through the service, KLC uses real-time data from disparate systems to capture a proprietary, interactive executive-level view of key enterprise performance functions including originations, pricing, portfolio stratifications and financial outcomes.

“ExecutiveAIR provides unique insights from aggregated data that is traditionally only found in the silos of the origination, contract management and general ledger systems of the business,” said Bob Rinaldi, President of Rinaldi Advisory Services. “Since both Tamarack and RAS were already familiar with KLC Financial’s structure, the real-time analysis of the data was amplified.”    

One of the first companies to employ elements of the Tamarack AI Product Suite in 2021, KLC takes another step forward in using technology to scale and grow by implementing ExecutiveAIR to use data to help make informed decisions.

“Every organization contains a wealth of untapped data,” said Scott Nelson, President and CTO of Tamarack Technology. “The real value comes when it is accessed and leveraged to identify growth opportunities as well as to create a competitive advantage. At KLC, the data is providing insights that cut across the silos of the origination, contract management and general ledger systems of a business.”