Advisory Publications
Thought leadership and technical guides exploring machine learning adoption, CRM architecture buildout, and Merchant Cash Advance scaling.
AI Agent Adoption: Resolving Friction in Underwriting Operations
Richard McKellar discusses how context-aware AI agents streamline alternative finance and credit risk assessment, removing underwriting workflow bottlenecks.
Starting and Scaling as a Direct Funding Company
Key strategies for transitioning from an MCA brokerage model to direct lending operations, establishing syndication, and securing warehouse capital.
Workflow Audits: Mapping Automated Lead Triage Pipelines
An in-depth look at implementing messaging and collaboration tool integrations to handle real-time lead routing and CRM setup.
CRM Setup and Buildout: CRM Scaling for MCA Operations
Optimizing Salesforce and custom CRM pipelines to scale ISO network distribution and automated deal routing.
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Consulting Practice for Artificial Intelligence Adoption & MCA Platforms