“The earlier you involve finance in the sales process, the more successful you’re going to be.” — Aaron Case, Travelers Financial Solutions

In an age where AI infrastructure and high-performance computing are reshaping industries, financing has become more than just a back-office consideration—it’s a frontline sales tool. In this insightful Technology Reseller News podcast, Doug Green speaks with Aaron Case of Travelers Financial Solutions (TFS) about how credit, lending, and financing are enabling technology resellers and MSPs to close bigger deals, faster—and more often.

TFS, part of the Travelers Group with over 40 years of cross-border financial experience, specializes in white-label captive finance programs for OEMs, resellers, and dealers across verticals like transportation, heavy equipment, technology, and medical. As Case explains, these tailored programs let resellers act as their own finance companies, maintaining brand control while TFS manages everything behind the scenes.

Unlike banks, which often lack domain knowledge in AI or cloud infrastructure, TFS offers asset-agnostic financing—covering everything from NVIDIA chips to server racks and cooling systems. Just as crucially, TFS uses data-driven processes and a full-service call center to stay connected with customers post-sale, surfacing new sales opportunities and even alerting resellers to potential problems before they escalate.

Case emphasized that by integrating financing at the start of the sales cycle—similar to how car dealerships operate—resellers can not only expand deal size but also enhance the customer experience. Whether it’s joint ventures, rev share models, or small-dealer servicing, TFS adapts to each partner’s go-to-market strategy.

In the era of AI and big-ticket hardware purchases, Case argues, relying on conventional financing paths can lead to mismatches between the risk and the reality. “You’re putting your livelihood at risk,” he warns, when customers tie loans to personal assets for business technology purchases. TFS aims to structure smarter deals that align value, risk, and opportunity.

To learn more about how TFS helps resellers sell more and sell smarter, visit: www.tfsfinancial.com.

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