News and Insights.

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

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

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

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
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