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Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

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DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

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TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

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Tapping into equipment financing: A checklist for banks and credit unions

Equipment financing is a $1.3 trillion market, yet many banks and credit unions hesitate to enter or expand into the market due to unfamiliar credit models, operational complexity, and regulatory uncertainty. Without a clear strategy, institutions face misaligned credit culture, onboarding delays, and rising operational costs.

This checklist summarizes what makes equipment finance distinct from traditional lending and the actions leaders can take to update risk frameworks, streamline processes, and support scalable growth.

Learn how to:

  • Navigate regulatory expectations while updating risk frameworks for a new asset class
  • Incorporate data-driven scoring, asset-focused underwriting, and residual risk management
  • Build the operational, tax, accounting, and asset-management processes needed to scale

Additional resource: