One of the oldest and most common business plans in equipment finance is the broker-to-lessor transformation and goes like this: establish one’s brand as a finance broker, build customer and lender relationships, grow the business to the point where one can secure funding for the paper and become a lessor. One could say it’s a straightforward three-step process.

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This month we’re getting to know Scott Nelson. Not only is he president and chief digital officer at Tamarack, but he is also an avid fly fisherman, a movie aficionado and a devoted Papa.

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Tamarack Technology, Inc., has successfully obtained SOC 2 Type 1 compliance for its suite of AI products and the protection of client data. The audit was conducted by the Twin Cities-based CPA firm, LB Carlson.

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The third paper in the series explores using AI to create distributed workflows that enable remote work and drive organizational innovation.

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Oakmont Capital Services (OCS) has successfully implemented the artificial intelligence (AI) suite of products from Tamarack Technology as part of its efforts to “work smarter” by using tech to enhance workflow and increase operational efficiency.

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Tamarack has expanded its AI solutions team with the addition of Jeremy Fisher. In his role as a senior data engineer, Fisher will focus his time on increasing the company’s data integration, structured storage and analysis capabilities, integrating equipment finance software in Tamarack’s AI and machine learning product suite.

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