Advisement

Improve your chances of a successful business

We partner with you to provide innovative ideas to help you compete and excel in the consumer finance market.

Our advisement services include support in analytical, technological, legal, operations, marketing, and payment services. We offer these capabilities to two main groups: existing consumer lender entities and entities that desire to enter the consumer lending space. We are equipped to partner with a range of companies, from boutique to large hedge funds.

Established Client in Consumer Lending and Financial Services Operations

In order to profit in the lending space today, you need more than capital to lend. You also need a deep understanding of consumer behavior and data. We dive into your existing

processes and technologies before providing specific feedback on how you can augment and improve in order to maximize profit and minimize risk while continuing to meet and exceed all industry regulations.

Some of our online services can be implemented within just a few days, so you can see results as soon as possible.

Clients New to Consumer Lending and Financial Services

If your company has the capital to lend but lacks the advanced services needed to enter the consumer lending and financial services space, we can help. We offer the expertise and cutting edge fintech technology you need in order to acquire customers, underwrite them, and provide excellent customer service for maximum profit with minimum risk.

Our end-to-end support can prepare your company to enter the lending space—and begin profiting—in as little as 30-90 days.

After a consultation with our experts, you will have the option to choose between end-to-end support or focused services where you need them most. No matter which services you access, you can be confident you are applying the most robust fintech services available to achieve bottom line results.

End-to-end Support

We provide everything your company needs to minimize risks and exceed industry regulations from inception to market execution.

Technology

Flexible technology allows you to be competitive in a dynamic environment and conserve costs in your tech operations.

Legal

We provide an opportunity for your company to be entrepreneurial and think outside of the box while ensuring you still meet and exceed all legal regulations.

Reporting

We leave no data left behind.  Data about your operations from lead acquisition through the entire lifecycle of your marketing, underwriting, financial and service interactions with your customers, vendors and banks are captured in detail in a customized big data warehouse.  Our reporting infrastructure not only provides you the capability to create insightful reports, but allows you the capability to easily mine your data to gain new insights into every aspect of your business.

Payment Processing

Outsource your payment processing to our secure, high-tech platform.

Customer Acquisition

We continually analyze and vet service providers to ensure you receive the highest quality leads available.

Customer Contact Operations

From underwriting to collecting, we ensure your customers have an excellent customer experience that protects and enhances your company’s reputation.

Marketing

We help you acquire high-quality, low-risk customers by analyzing and vetting available service providers. We also ensure your customers are well taken care of in every phase of their relationship with your company.

We continually collaborate internally and with clients to ensure goals are met and surpassed. We always take a long-term view in relationships and strive to build bonds founded on respect, caring, honesty, mutual support, and investment. We work together in a manner that is team-oriented, constructive, and challenging.

Visit our Careers page to learn more about opportunities to join the Concord Advice team.

 collaborative perspective guides Concord Advice relationships both internally and with clients. We take a long-term view in our relationships. We strive to build bonds founded on respect, caring, honesty, mutual support, and investment. We work together in a manner that is team-oriented, constructive, and challenging.