CFLA 2023 NATIONAL CONFERENCE

About CFLA National Conference 2023

TAO Solutions is pleased to attend this year's CFLA Conference 2023, allowing the various industry participants the opportunity to discuss in person our recent achievements, your business requirements, regulatory considerations, addressing risk management and deriving material operational efficiencies.

By introducing industry best practices, TAO Solutions has successfully provided a one-stop-shop software platform that supports multiple use cases.  LeaseSpark is a cloud SaaS application in which deals are managed throughout their life cycle. This all-in-one asset leasing solution covers every stage of the deal cycle from customer relationship management to credit adjudication to documentation, funding and more. Unmatched functionality and leading-edge technology enable brokers, lenders, vendors and all other users to improve efficiency, strengthen services, and mitigate operational risks.

LeaseSpark works in a kaizen approach by continuously improving its product and service towards clients. LeaseSpark releases hundreds of product enhancements on an annual basis with approximately one new full release of software per quarter. LeaseSpark has business analysts and account managers backed by a full DevOps team that cater to their clients’ needs with bespoke requests to improve the product and best suit the needs of the client.



LeaseSpark most recent updates and optimizations

On top of a full suite of features to manage the deal life-cycle from start to finish, the most recent software release for LeaseSpark included;

●      Salesforce integration – LeaseSpark received a request from one of its clients to integrate with Salesforce. Working directly with the development team at Salesforce the LeaseSpark development team designed and built an API that pushes selected data back to the clients’ Salesforce CRM.

●       Upgraded broker portal – LeaseSpark understands that lenders often work with multiple brokers to facilitate deals. With that in mind, LeaseSpark has upgraded its broker portal and optimized a lot of its features to offer the full supply chain of lease financing from CRM to accounting and credit checks to brokers and third parties within one platform, whilst enabling lenders a full bird’s eye view and analytics across all deals from third parties.

●       Workflow optimization – enabling a technology solution to assist lenders and brokers to scale their operations is the goal of LeaseSpark. LeaseSpark has been working tirelessly to optimize workflow triggers and events to create automation around the full lifecycle of a deal.

With a North American heritage and an established 14-year track record within the global structured finance software industry, TAO Solutions positions itself as a world leader of proven, niche SaaS technologies that add transparency, flexibility, automation, robustness and rigor towards complex securitisation programmes.  Moreover, with over C$1 trillion of assets processed on TAO Solutions technologies each day, our dedication to the global market remains at the forefront of the industry.

At present, TAO Solutions can lay claim to having many of the top 10% of the world’s largest banks as its customers, involving a variety of complex asset classes. Its automated, technologically advanced products are synonymous with providing the foundation for end-to-end connectivity. 

If you are able to attend CFLA 2023, feel free to contact us to find out more.  Our professional team is available for confidential meetings as well as providing general updates.