On-Demand Fireside Chat: Making Cash Flow Data Work in Modern Lending

If you’re thinking of adding cash flow analytics to your business, you won’t want to miss this fireside chat. Get past the marketing talk and learn how data aggregators, analytics providers, and decision engines work together. Whether you’re new to cash flow underwriting or dealing with a messy tech stack that’s hurting your results, this session will give you real insights to help you make better choices.

We’ll talk with Kimberly Gartner from Prism Data about the full cash flow analytics process, from obtaining customer consent to credit decisions. You’ll find out how to balance friction, coverage, and cost, when bundled solutions are helpful and when they aren’t, and see real examples from second-look programs to SMB lending. This is a straightforward discussion about what really works, not a sales pitch.

Attend this session, and you’ll learn:

• The three questions you must ask every provider in each category (aggregator, analytics, decisioning) before signing anything

• How to architect your stack to maintain consistency across multiple data sources without creating operational nightmares

• Real talk on cash flow vs. bureau data – is it truly an alternative or just an expensive complement?

• The biggest pitfalls lenders face when implementing cash flow analytics (and how to avoid becoming a cautionary tale)

Why flexibility matters more than features – and how to future-proof your decisioning infrastructure