CONTACT
Let's talk about your
credit workflow.
Every conversation starts with understanding your current workflow, your portfolio, and where the biggest inefficiencies are. No generic pitch — a real discussion about what changes on day one.
DIRECT CONTACT
Dustin Knoop, CFA
Principal
Palm Finance Strategies, LLC
PHONE
213-441-2307
What to expect from a demo
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A 30–45 minute working session, not a slide deck presentation
We'll walk through the model using a real deal structure similar to your portfolio
Discussion of implementation scope, timeline, and pricing
A walkthrough of the portfolio monitoring modules most relevant to your workflow
Discussion of implementation scope, timeline, and pricing
WHY TEAMS REACH OUT
75%+
Time reduction on model construction and quarterly reviews
$1M+
Estimated annual savings for a mid-size credit team
1,000+
Transactions refined across, over five years of development