Leasepath adds conversational AI and embedded Microsoft Teams features to platform

Leasepath, the cloud-first intelligent workplace platform for equipment finance lease and loan origination (LOS) and customer engagement (CRM), has launched two new features within its platform: Microsoft Copilot, a secure, enterprise-grade conversational artificial intelligence solution, and a real-time Microsoft Teams collaboration capability.

“We’re thrilled to be leading the industry forward with these pioneering integrations,” said Jeffrey Bilbrey, CEO of Leasepath. “The intersection of cutting-edge technology and our deep understanding of the equipment and asset finance industry allow us to deliver a truly superior and unique product to our customers. This is why we work every day to deliver an intelligent workplace to our customers.”

The integration of Microsoft Copilot allows Leasepath users to benefit from conversational AI capability within their day-to-day activities, such as automated summaries of new financing deals, quick “catch ups” in succinct language to know what has happened in the time since last opening a record, or instantly revealing customer sentiment analysis and open action items. By leveraging the Copilot AI, Leasepath can accelerate response times and increase productivity across the finance origination process.

Additionally, Leasepath’s Microsoft Teams integration enables users to communicate and collaborate seamlessly in deal management. Conversations are automatically saved in the deal, tagged in the timeline viewer and accessible to users anytime, anywhere. Furthermore, Copilot Conversational AI can interpret these messages with immediate analysis, summarization and action suggestions.

“These announcements underscore Leasepath’s commitment to leading through innovation,” added Bilbrey. “Bringing these first-of-their-kind features to equipment finance embodies our unwavering dedication to push boundaries, equip our customers with the best tools in the industry, and ultimately drive success in an increasingly digital world.”