Oakmont Capital Services goes live with Leasepath Enterprise

Oakmont Capital Services (OCS), a player in the equipment financing sector and a part of the JA Mitsui Leasing Group, has successfully gone live with Leasepath Enterprise.

This milestone marks a significant step in OCS’s ongoing commitment to leveraging advanced technology to enhance customer service and streamline operations.

The decision to implement Leasepath Enterprise is part of a broader strategy at OCS to bring portfolio servicing in-house, consolidating operations within a single, seamless platform. This move is expected to optimise processes across the board, ultimately freeing up resources and allowing OCS to focus on delivering high-quality customer service.

Leasepath CEO Jeffrey Bilbrey praised OCS’s leadership, stating, “The team at Oakmont has demonstrated visionary leadership in their pursuit of Customer Servicing Excellence.

“Our partnership with Oakmont has brought an exceptional solution to life, and we are excited for their continued success.”

Leasepath Enterprise is built on Microsoft Dynamics 365 and the Power Platform, offering OCS the flexibility to manage data efficiently while benefiting from the secure infrastructure of Microsoft Azure. The platform introduces a streamlined workflow that spans the entire contract lifecycle, tailored to specific roles within the organisation. This intelligent interface is designed to enhance efficiency and maintain adaptability as OCS continues to grow.

Daryn Lecy, Senior Vice President and Chief Operating Officer of OCS, highlighted the significance of this initiative:

“Our OCS Tech Team, led by Bill Schmidt and Stephanie Wentland, invested countless hours building on our relationship with Leasepath as its platform has grown. Because of this, we will meet our clients’ evolving needs while catalysing significant business growth. It is essential for OCS to maintain a high-tech, high-touch approach to deliver an elevated customer experience.”

One of the key benefits of Leasepath Enterprise is its ability to centralise communications across the organisation. By integrating essential tools such as email, internal chat via Microsoft Teams, and phone systems into a single interface, OCS ensures that all teams have visibility into the leasing process. This centralisation provides a single source of truth for customer data, facilitating smarter decision-making and enhancing service delivery.

Joe Leonard, CEO and President of OCS, emphasized the impact of these integrations:

“Everyone on our team having access to the same information provides a unified understanding of our customers and products. This makes it much easier to formulate smarter decisions and deliver excellence in customer service.”

The platform’s integration with Microsoft solutions like Outlook and Teams allows OCS to track, record, and automate customer communications efficiently. Moreover, with the inclusion of Microsoft’s conversational AI Copilot, OCS is well-positioned to explore new technological opportunities and maintain its leadership in the industry.