Solutions · Financial services

See which fleet, merchant or dealer moved this week.

A rival's lien over a fleet ends, or a merchant adds a second payment provider. noombat ranks the accounts that need a call today.

Talk to us See the product

Your market

Liens, contracts and checkouts: where the next client and the next lost volume show first.

Every business you could fund

Your portfolio, your dealers and merchants, and the businesses funded elsewhere, in one market.

The businesses that fit your book

The right assets, invoices or card volume, with a term end, a facility elsewhere or a contract to fund.

The businesses moving this week

A rival's lien ends, a contract is won, a second provider appears on the checkout. Each reaches its account owner the next morning, with the reason.

How it runs every day

Every morning, noombat reads your portfolio beside the registers.

It reads your CRM and your contract servicing system, such as Salesforce or Odessa LeaseWave, through their APIs or a scheduled export, and the lien registers, contract awards, insolvency notices and checkout changes for every business in your market. Each account owner gets who moved, why, and who to call.

Your systems, via API

Accounts, pipeline and the credit queueSalesforce Financial Services Cloud · Dynamics 365
Contracts, maturities and end-of-term datesOdessa LeaseWave · Solifi
Facilities, limits and card volume by merchantSnowflake · BigQuery

The public record, every morning

A lien is satisfied or filedLien and charge registers
A supplier wins a multi-year contractPublic procurement awards
A debtor or dealer goes insolventInsolvency and restructuring notices
A new finance chiefDirector filings and announced appointments
The checkout changesPayment technology on the merchant's website
A group buys the businessMerger notifications and announced acquisitions

Who it names

CFO or finance director
Controller or credit controller
Operations or fleet director
Head of e-commerce or payments
Owner or managing director
Product head, for embedded finance

9:00The list, to each account owner, with the reason

The operating day

Where signals land in the week you already run.

No new meetings. The right signal lands in the routines your team already runs.

9:00 · every day
Deal desk and credit queueSales manager, credit analyst, account managers
Website visitHalvern Logistics, conditionally approved but missing accounts, reads your pricing pages three times on 11 Sep.
What changesThe owner chases the missing accounts before the approval lapses.
Monday · weekly
Vendor channel reviewChannel and vendor account managers
Engaged a competitorTrevik Machinery's weekly applications fall from 14 to 3. Its sales director commented on a rival's dealer post.
What changesThe call to the dealer is about the rival programme.
Month end
Portfolio and headroom reviewRelationship and portfolio managers
TenderMaridell Packaging, at 88% of its invoice finance limit, wins a three-year supply contract on 2 Sep.
What changesA limit increase goes to credit before the new invoices land.
180 days before term end
End-of-term book reviewPortfolio, account and remarketing managers
HiringBrellin Foods has 42 forklifts reaching term end in March. It advertises for a second-site warehouse manager.
What changesThe end-of-term notice becomes an upgrade proposal, inside the notice window.
Quarter end
Merchant attrition reviewMerchant sales head and pricing lead
Team mentionOlvena Home adds a second payment provider on 12 Aug. Its card volume with you falls 22%.
What changesThe merchant joins the save list weeks before volume reaches zero.

Use cases

How Financial services sellers use noombat.

One play per stream: a dated signal, what noombat does and your next move.

New logos

The rival funder's lien is gone

SignalOn 3 Sep a register marks satisfied another lessor's lien over 30 trucks at Corvane Haulage.
noombatTops the asset finance rep's list with fleet size, operations director and a warm path.5% → 21%
ActionThe rep opens with fleet replacement, not a cold rate pitch.
Why it worksA first facility with an operator you could not see.

Existing clients

A maturity, plus a second site

SignalBrellin Foods has 42 leased forklifts maturing in March and advertises for a second-site warehouse manager.
noombatPairs the maturities report with the advert on the account in your CRM.9% → 28%
ActionThe account manager sends an upgrade proposal 150 days before term end.
Why it worksRenewal and new assets in one agreement.

Open opportunities

A stalled memo, a new CFO

SignalAshgrove Clinics' credit memo has waited on accounts since July. It appoints a new CFO on 1 Sep.
noombatMoves the deal up with the appointment, the CFO's background and a shared connection.4% → 17%
ActionThe rep introduces the deal and asks the new CFO for accounts.
Why it worksA quiet deal returns to credit with a sponsor.

The morning list

A ranked list every morning, for each account owner.

The companies worth contacting today, each with a reason. Sent to Slack or Teams, each row linked to the company's file.

Three streams

What the list finds

New clientsThe operator whose funder left this month, or the supplier with a contract to fund.

Your portfolioMaturities, headroom and volume dips, turned into renewals and limit increases.

Proposals and creditRestart the credit memo that stalled when the finance team changed.

Worth contacting today

1CHCorvane HaulageNew accountDeal historyRival's lien over 30 trucks ended 3 Sep · ops director engagedRep93

2MPMaridell PackagingClientTenderThree-year supply contract won 2 Sep · facility 88% usedRM88

3BFBrellin FoodsClientHiring42 forklifts end term in March · second-site warehouse advertAM84

4ACAshgrove ClinicsOpen dealExec hireCredit memo waiting on accounts since July · new CFO 1 SepRep79

5OHOlvena HomeClientTeam mentionSecond payment provider added 12 Aug · card volume down 22%RM76

Slack · #signalsTeamsSent to each owner in the morning, in Slack or Teams

By the numbers

Key facts.

$1.54 trillionof new leasing business written worldwide in 2024.Solifi, Global Leasing Report, World Leasing Yearbook 2026

€4.04 trillionof factoring turnover worldwide in 2025, up 3.7% on the year.FCI, World Factoring Statistics

FAQ

noombat for Financial services: common questions.

Which leasing, factoring and payments systems does noombat integrate with?

CRMs such as Salesforce or Dynamics 365 through their APIs; servicing platforms such as LeaseWave or Solifi through their APIs or a scheduled export; facilities and card volume from your data warehouse. It reads contracts, maturities, facilities, volume and owners.

How does noombat know a rival's lien has ended?

It reads lien registers every morning. When another funder's lien is satisfied, or a new one is filed, the date becomes the reason on that account.

Can noombat see a merchant switching payment provider?

Yes. It watches the technology on the merchant's own website. A checkout script that disappears or appears becomes a dated signal, linked to any volume dip.

Does noombat work in any country?

Yes. Sources are set up per country at onboarding, from that country's registers, insolvency notices, filings and tender feeds.

Does noombat quote rates or send outreach?

No. It tells each account owner who to call and why, with the people, warm paths and a drafted angle. Your team calls and prices.

Last updated 13 September 2026

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A 30-minute call on your market and what your first morning list would show in Financial services.