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 […]
Financing the Future: How Lenders Can Support Clean Tech and ESG Equipment Investments
Lenders in the equipment finance sector can drive growth and meet market demand by offering ESG-linked finance products, supporting clean tech adoption, and enabling financing of refurbished equipment through digital lifecycle platforms.
Strengthening Compliance: What Canada’s New AML Regulations Mean for Equipment Finance
Canada’s equipment finance sector is entering a new regulatory era. In March 2025 the federal government published final regulations amending the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) to expand it to financing and leasing entities.
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 […]