While it may be daunting to find clients who may want commercial or asset finance solutions, you most likely already have a list of clients you can reach out to right away. Using AFG’s Analytics platform, you can segment your customer base by those that are self-employed. You can then export that list and begin reaching out to them.

To get this list go to Analytics and open All Contacts. Next, filter for Self-Employed, this will create a list showing your self-employed customers. You can learn more about the All Contacts report in Help.

If you would like to learn more about the how to take full advantage of the Analytics platform you can watch the How to use the new Analytics platform course in Learn.