Financial restructuring industry software provider Momentum BPO has partnered with Canadian Black Book to add auto valuation data to its FileAssure offering. This will give trustees using FileAssure access to accurate and up-to-date client value early in the process — during the client intake step. Read more.
“A vehicle’s value is a key piece of the client’s financial situation and we wanted to digitize this step to acquire accurate values and integrate them into our platform easily,” said Matt Yeatman, President of Momentum.
The data will populate directly into the client record, after inputting the vehicle VIN, or the vehicle year, make, model and trim level. Specifics such as mileage, equipment and options can also be input.
“Canadian Black book has worked closely with the financial industry since our inception over 55 years ago,” said Brad Rome, President at Canadian Black Book.
This latest partnership “illustrates our commitment to working with top innovators to help put our data into the hands of Canada’s financial restructuring experts,” he said.
FileAssure leverages data partnerships from a variety of sources to provide trustees with information when client onboarding and when needed to streamline workflow. The system captures prospects, manages financial data, communicates and schedules meetings with clients, provides digital record management and more.
