Adept Business Finance is a commercial finance broker, helping businesses access funding solutions like invoice finance and business loans. With a strong commitment to expertise, integrity, and client success, Adept has built a reputation for delivering tailored financial solutions that help businesses thrive.
Terry Wolfendale, the founder and managing director of Adept, was looking for a way to streamline lead qualification and onboarding. With a high volume of enquiries coming in daily, Terry and his team needed a way to quickly assess leads, match them to the right funding solutions, and onboard them efficiently—all without compromising their personal approach to client service.
To help Adept Business Finance optimise their workflow, we implemented our finance automation platform called SalesTech. We worked with Terry to ensure that the system allowed them to enhance efficiency.
Our decision engine processes hundreds of data points in seconds, pulling real-time financial information from trusted sources. This means Adept can instantly assess a lead’s eligibility, reducing time spent on manual qualification and ensuring only the most relevant deals move forward.
With our intelligent lead scoring system, every enquiry is automatically evaluated based on Adept’s unique criteria. This helps Terry and his team focus their efforts on high-potential clients while automating initial assessments.
Our integrated form builder allows Adept to create sleek, user-friendly online application forms. Prospective clients can submit their details seamlessly, and the system immediately begins the qualification process—meaning no more back-and-forth to collect key information.
Our lender-matching module ensures that each client is connected to the most suitable funding option based on their profile and financial needs. Instead of manually sifting through options, Adept’s team can rely on the system to instantly present the best-fit lenders, dramatically speeding up the process.
Clients can securely upload required documents, such as bank statements and financial reports, directly into the platform. The system centralises all documentation, allowing Adept to access everything in one place and ensuring a smooth, hassle-free onboarding experience.
With our Deal Tracker, Adept has a real-time overview of where each client stands in the funding journey. This makes it easy to manage workflows, prioritise tasks, and keep deals moving efficiently without missing a beat.
By integrating real-time Companies House data, Adept can instantly access essential company details, from registration information to director history. This ensures they’re working with the most up-to-date and reliable information when making funding decisions.
Once all necessary information is collected, the system automatically compiles a complete, lender-ready deal package. This ensures that every submission meets the lender’s requirements, reducing back-and-forth and expediting approvals.
By leveraging our automation technology, Adept Business Finance has transformed its lead qualification and onboarding process. Now, Terry and his team can:
– Qualify and onboard clients faster than ever
– Focus on high-value leads while automation handles initial assessments
– Ensure accurate and complete deal submissions every time
– Scale the business without increasing overhead costs
– Provide an exceptional client experience while working more efficiently
With a streamlined process and smart automation in place, Adept Business Finance is now better positioned to serve more businesses, more effectively.
Our experienced team can develop a range of finance automation solutions designed to fit your business.
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