TeqTuesday #25 – Automation and Experience: How pricing, customer experience, and data changes the automation gameplan

In TeqTuesday #25, industry leaders explore how credit automation impacts far more than approval decisions. The conversation examines the connection between risk-based pricing, consumer credit data, and the borrower experience, highlighting how lenders can use automation to make smarter, more profitable decisions. From evaluating startup borrowers through personal financial behavior to building scorecards that balance risk, efficiency, and partner relationships, the episode offers practical insights for lenders looking to strengthen their credit strategies without sacrificing growth.
TeqTuesday #24 – 5 Essentials for your Credit Automation Strategy

In TeqTuesday #24, industry experts break down the five essentials of a successful credit automation strategy. From understanding your borrower profile and defining decision criteria to validating models with historical deal data, the discussion explores the foundational steps lenders should take before automating credit decisions. The episode also highlights common pitfalls, practical lessons learned, and why preparation is often the difference between automation that scales and automation that stalls.
TeqTuesday #23 – The Parking Lot

In TeqTuesday Episode 23, industry leaders explore the concept of the parking lot, the backlog of ideas and enhancements that get deferred during implementation. The conversation focuses on what happens after go live, from revisiting those priorities to refining workflows, clarifying ownership, and strengthening communication so systems can evolve and scale beyond the initial launch.
Webinar – From Data Tape to Done Deal: 6 Tips for Smarter Portfolio Transactions

Successful portfolio transactions start long before a deal is signed. In this webinar, industry veterans share six practical tips for improving data quality, understanding buyer appetite, and positioning portfolios for stronger pricing and smoother transactions.
Teq Tuesday #22 – Automate by Default

In Teq Tuesday #22, three equipment finance lenders pull back the curtain on what it takes to automate by default. Instead of forcing automation into outdated processes, they built their operations around it from day one. The conversation dives into how they reduced busy work, accelerated workflows, and created scalable lending experiences by focusing human effort where it matters most.
Teq Tuesday #21 – The Most Powerful Question in Equipment Finance

In Teq Tuesday #21, Kristian Dolan and David Trost explore what they call the most powerful question in equipment finance and why the answer can completely change the way lenders approach growth, efficiency, and customer experience. The conversation dives into how the right questions uncover operational bottlenecks, reveal opportunities for automation, and help teams focus on what actually drives long-term success in lending.
Teq Tuesday #20 – The Expensive Comma

A missing comma usually doesn’t seem like a big deal…until it changes the meaning of a contract, creates confusion in a credit package, or slows down a deal that should’ve already been approved. In Teq Tuesday #20, Kristian Dolan and David Trost break down “the expensive comma” and the surprisingly costly role small data errors play in equipment finance operations. From messy applications to inconsistent formatting and manual corrections, they explore how tiny mistakes turn into major inefficiencies when your processes aren’t built to catch them early.
Teq Tuesday #19 – Build vs. Buy: Loan origination software

Every lender eventually runs into the same question: build your own platform or buy one that already works? In Teq Tuesday #19, Kristian Dolan and David Trost break down the real cost of custom loan origination software, from drawn-out development timelines to the ongoing maintenance most teams underestimate. They also explore why most lender workflows are far more similar than people think, and where it actually makes sense to invest in differentiation.
Teq Tuesday #18 – Are fintech lenders still a thing?

The fintech takeover was supposed to reshape equipment finance overnight, but the reality looks a little different. In Teq Tuesday #18, we unpack what actually happened after all the disruption headlines, and why traditional lenders are still standing strong. Featuring Kristian Dolan and David Trost, this episode explores where fintech lenders fell short, what changed behind the scenes, and how the competitive landscape is evolving today.
Teq Tuesday #17 – Embedded finance: Why it’s harder than it looks

Embedded finance sounds simple, but the reality is anything but. In Teq Tuesday #17, we break down what’s really happening behind the “apply now” button, and why vendor tech, sales processes, and real-time credit workflows make it more complex than it looks. Featuring Kristian Dolan and David Trost, this episode explores why embedded lending hasn’t scaled in equipment finance and how the lenders winning vendor business are approaching it differently.