Our Chief Revenue Officer, Brett Sorensen, recently sat down with Monitor Live+ for an in-depth conversation on AI’s New Playbook for Asset Finance, joining a panel of industry leaders to discuss how artificial intelligence is reshaping secured finance in real, practical ways.
During the discussion, Brett shared a practical, operator-focused perspective on what AI adoption actually looks like inside a growing equipment finance organization. Drawing from KLC Financial’s day-to-day experience, he cut through the hype to focus on how AI is being used to drive efficiency, improve speed to the customer, and support better decision-making across the business.
AI’s New Playbook for Asset Finance: Key Takeaways from Monitor Live+
Artificial intelligence is no longer a future concept in asset finance—it is actively reshaping how organizations operate, compete, and grow. That was the central theme of a recent Monitor Live+ podcast, where industry leaders came together to discuss how AI is moving from experimentation to real-world execution across secured finance.
From experimentation to execution
One of the strongest messages from the conversation was that AI has officially moved beyond proof-of-concept. While many companies initially explored AI as a novelty or side project, today’s most successful organizations are embedding it directly into their workflows.
Brett emphasized that the real value of AI is not about replacing people—it’s about removing friction. By accelerating document review, streamlining underwriting workflows, and improving speed to customer response, AI allows teams to spend less time on manual, repetitive tasks and more time applying judgment, building relationships, and driving growth.
As Brett noted, AI functions best as a capacity multiplier—helping strong teams perform at a higher level without sacrificing quality or control.
Where AI is delivering real value today
During the discussion, several high-impact use cases stood out, particularly in areas that are traditionally document-heavy and operationally complex:
- Underwriting support and document intelligence, including faster ingestion, summarization, and identification of strengths and risks
- Operational efficiency, reducing bottlenecks and compressing timelines across the deal lifecycle
- Improved speed to the customer, enabling quicker decisions and more responsive service
Rather than focusing on “shiny tools,” the panel agreed that successful AI adoption requires aligning technology with real business outcomes—clear metrics, measurable efficiency gains, and tangible improvements to the customer experience.
Governance, trust, and the human element
Another key theme was balance. As AI becomes more powerful, organizations must pair innovation with strong governance, transparency, and oversight. Brett highlighted the importance of keeping humans firmly in the decision-making loop—especially in credit and risk-driven environments like asset finance.
The consensus was clear: AI should inform and enhance decisions, not make them in isolation. Trust is built when teams understand how AI is being used, when outputs are validated, and when accountability remains with experienced professionals.
What this means for the future of asset finance
Looking ahead, the panel agreed that AI will fundamentally change the pace of the industry. Faster decisioning, more personalized customer interactions, and smarter use of data will separate leaders from laggards. Organizations that embrace AI thoughtfully—while maintaining discipline around data quality and governance—will be best positioned to scale efficiently and compete effectively.
For KLC Financial, the conversation reinforced a core belief: technology should empower people, not replace them. AI is simply the next evolution in building a faster, smarter, and more human approach to equipment finance.
