Posts by Sarah Masters

Insight Financial Services (IFS) Announces Successful Completion of SOC 1 Type 2 Audit

Costa Mesa, CA – Aug 21, 2017 – Insight Financial Services (IFS), a division of Insight Investments, LLC, today announced thatit has completed the Service Organization Control (SOC) 1 Type 2 Audit. The audit verified that IFS’ Asset Management Online System (AMOS) meets the SOC 1 Type 2 standards for financial reporting and security controls.  […]

August 21, 2017

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Control the Sales Cycle with Technology Solution Financing

Control the Sales Cycle with Technology Solution Financing

Top technology sales professionals are experts in the products, services and solutions they sell. They can detail every feature and explain exactly how the benefits meet a prospect’s specific needs. And it’s only after they’ve won over potential new customers’ interest in the technology, that the white elephant topic of payment enters the room. When […]

June 19, 2017

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Redefining DSO as Driving Success Optimally

Redefining DSO as Driving Success Optimally

CFOs are experts at managing company expenses. However, most would concede that managing cash flow is not always easy. As the saying goes ‘cash (flow) is king’, so it’s not surprising that mismanagement can have serious negative impact on a business. The key to staying on top of it is to hone in on an […]

May 10, 2017

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Reid Lukes Joins Insight Financial Services as Vendor Business Development Executive

Vendor Finance Program Meeting Growing Demand; Expanding into Modular Building Markets. Costa Mesa, CA – July 7, 2016 – Insight Financial Services, a division of Insight Investments, LLC, today announced that Reid Lukes has joined the company as a Vendor Business Development Executive. Located at the company headquarters in Costa Mesa, CA, Lukes’ primary focus […]

July 7, 2016

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American Honda Honors IFS with 8th Premier Partner Award

Insight Financial Services, a division of Insight Investments, was presented with the American Honda Premier Partner Award on May 30, for implementing an IT refresh strategy while demonstrating superb customer service, value and product quality. American Honda’s Executive Vice President and COO Takuji Yamada presented the award to 15 companies ranging from logistics, security, software […]

September 30, 2013

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