Leasepath, a leading software provider of commercial equipment finance platform technology, announced that Oakmont Capital Services (OCS), a JA Mitsui Leasing Group, has successfully gone live with Leasepath Enterprise. This marks a significant milestone in OCS’s commitment to providing unparalleled customer service and operational efficiency through advanced technology.
Oakmont Capital Services has long been a trailblazer in equipment financing. Their recent upgrade to Leasepath Enterprise represents their dedication to revolutionizing customer interactions, streamlining operations, and fostering sustainable growth. This achievement underscores the culmination of various technological enhancements aimed at improving the user and customer experience.
OCS’s decision to implement Leasepath Enterprise stemmed from their goal to bring portfolio servicing in-house, thereby consolidating their operations within a single, seamless platform. “The team at Oakmont has demonstrated visionary leadership in their pursuit of Customer Servicing Excellence,” stated Leasepath CEO Jeffrey Bilbrey. “Our partnership with Oakmont has brought an exceptional solution to life, and we are excited for their continued success.”
Leasepath Enterprise, built on Microsoft Dynamics 365 and the Power Platform, offers OCS the flexibility to manage their data while leveraging the robust infrastructure and security of Microsoft Azure.
Optimizing Processes for Future Growth
Leasepath Enterprise introduces a streamlined workflow spanning the entire contract lifecycle through a single intelligent user interface. This interface tailors information to specific roles, enhancing organizational efficiency and maintaining adaptability to evolving opportunities. With the recent go-live of Leasepath Enterprise, OCS anticipates significant improvements that are expected to free up human resources for quality control, allowing the team to seize opportunities more effectively.
Daryn Lecy, SVP and COO, expressed the significance of this initiative, stating, "Our OCS Tech Team, led by Bill Schmidt and Stephanie Wentland, invested countless hours building on our relationship with Leasepath as its platform has grown. Because of this, we will meet our clients' evolving needs while catalyzing significant business growth. It is essential for OCS to maintain a high-tech, high-touch approach to deliver an elevated customer experience."
Integrated Communications Elevate Customer Experience
With all teams using the same interface, OCS aimed to centralize communications to ensure organization-wide visibility into the leasing process. Leasepath’s foundation on the Microsoft Power Platform facilitated seamless integration of essential communication tools, such as email, integrated internal chat with Microsoft Teams, and phone systems. This centralization creates a genuine single source of truth for customers, improving data access for all departments.
Oakmont CEO and President Joe Leonard highlighted the benefits, saying, “Everyone on our team having access to the same information provides a unified understanding of our customers and products. This makes it much easier to formulate smarter decisions and deliver excellence in customer service.”
Leasepath’s out-of-the-box integrations with Microsoft solutions like Outlook and Teams enabled OCS to track, record, and automate customer communications centrally. Through native integration with Microsoft conversational AI Copilot, OCS remains at the forefront of emerging technologies, better equipped to serve customers and explore new opportunities.
Catalyst for Dramatic Business Growth
The implementation of this secure, reliable, cloud-based platform powered by Microsoft exemplifies OCS’s commitment to leveraging advanced technology for growth. With Leasepath Enterprise, OCS aspires to set a new standard for customer service excellence in the market.