Compliance Series: FTC Safeguards
Understanding the FTC Safeguards Rule Fundamentally, the FTC Safeguards rule is about how you store and protect your customers’ data. The last ten years have seen a tightening of regulations related to cybersecurity, data collection, and privacy on a global scale, so it’s no surprise that new Federal Trade Commission regulations should dictate how financial […]
Equipment Finance Trends Brief
Reclaiming Value in Equipment Finance: 2025 Operations Trends You Can’t Afford to Miss Did you know that equipment finance organizations are losing up to 5% of their net investment at end-of-term due to manual renewals and residual leakage? That’s margin left on the table at a time when compliance costs and credit scrutiny are rising. […]
How Equipment Finance Lenders Can Win in a High-Rate Market: 5 Digital Levers to Preserve Margin
In a high-interest environment, equipment finance lenders can maintain competitiveness by digitizing origination, automating pricing, streamlining documentation, and offering embedded finance solutions. These strategies drive efficiency, protect margins, and enhance customer experience.
Why Data Security Should be Top of Mind When Buying Software
We sat down with our very own Kezhen Gao, Director of IT, to learn what he looks for when evaluating new software partners for Constellation Financial Software, and we think you’ll find it instructive. These are the questions you and your team should ask when selecting the right software for your business.
Constellation Financial Software Achieves SOC2 Certification
We’re thrilled to share some exciting news that marks a major milestone for Constellation Financial Software: we’ve successfully completed our SOC 2 audit!
Software Transition Guide
How to Guarantee a Smooth Software Transition When it comes to the nuances of onboarding new software, we’re experts. Change is scary, but with a good plan in place, it doesn’t have to be. Much of the process is directly and explicitly within your control, and proper preparation can significantly smooth out any learning curve. […]
Bridging the AI Divide in Equipment Finance: A Conversation with our Director of Product
Meet Ken Walsh, Constellation Financial Software’s resident expert on technology, product development, and innovation. We sat down to talk all things tech, software, and the future of equipment finance. Q: Why don’t you tell us about yourself, and your life in technology? Ken: I graduated from Wilfrid Laurier University back in 2003 with a […]
Everything You Need to Know About Section 1071 of Dodd-Frank
On the surface of it, section 1071 of the Dodd-Frank Act is about the data you collect and report on, but at its core, it’s about fair lending practices. The Act itself, though, was created to address issues that contributed to the 2008 financial crisis. It represented the most far reaching Wall Street reform in history. […]
Meet Our Customer Success Manager: Italo Guerrieri
Hey there, everyone Firstly, I am grateful to have been part of this journey with Constellation Financial Software, where I’ve spent more than a decade. You know, time flies when you’re having fun—and believe me, working here has been a blast. As the Business Development Manager for over ten years, my days were filled with […]