That’s right.
It’s important to understand what the true needs of clients are before making recommendations or engaging your local Asset Finance Team. You should also ask the client about why there is little cash flow for their business and what their future plans are.
Not every client may qualify for lending so gathering as much information as possible up front will help you qualify the next best step to facilitate a seamless customer service experience and ensure the client’s needs are suitably met.
Not quite.
