Case Study

What They Needed

Our client was looking for a secure file sharing platform that wasn't nearly as expensive or as overly-complicated as other platforms are within the banking industry. They sought out a platform that provided the ability to share information via a secure portal vs sending emails and to track results and monitor feedback from lenders in a single location. Prior to using Syndifi, our client had was consolidating information form a variety of sources which was a time-consuming and cumbersome task. Managing relationships and a full pipeline with no centrum is inefficient and prone to error. Looking to eliminate these pain points, our client discovered Syndifi and found a solution to syndicate smarter.

How We Helped

We understood our client’s needs. Our platform enables all deal activity to be organized under one roof, in one single location to make dealmakers lives easier. All communication between Buyers and Sellers is streamlined on Syndifi using our platform messaging feature to eliminate the potential for miscommunication across various channels like email or text. This makes it easier for dealmakers to provide quick feedback and accelerate settlement times. Using Syndifi, our client significantly improved the distribution of deal packages by sharing information quickly and easily via Syndifi. Our client now has time to syndicate smarter.