Market Expansion:
The company announced an expansion into the UK in early 2026, naming local leadership to drive partnerships and growth in Lombard lending. This extends its footprint beyond the U.S. into a key wealth market and broadens distribution.
Product Line Growth:
In 2024 it launched Prism, an AI‑powered document assistant, and a next‑generation cloud collateral‑management solution supporting multiple asset types. These releases expand capabilities beyond core SBL workflows into adjacent operational functions for banks and wealth platforms.
Strategic Partnerships:
Relationships include a 2024 collaboration with R&T Deposit Solutions and a Supernova‑powered rollout at Old National Bancorp in late 2023, alongside earlier work with AssetMark Trust. These partnerships signal growing institutional adoption and added go‑to‑market channels.
