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Task

Exploring Finley Solutions and Customer Stories

As a potential Finley client, I explore the specific solutions offered and see customer success stories, so that I can understand how Finley's software can benefit my organization based on real user experiences.

Success definition: Given I am on the Finley homepage When I click on the 'Explore the product' link, then the 'Solutions' dropdown, and finally the 'Customers' link Then I should be taken to the 'Customers' page that highlights success stories and testimonials from clients.

Trajectory

Step 1:

Url (before/after):

https://www.finleycms.com/

https://www.finleycms.com/platform/overview

Content (before/after): 

RootWebArea Finley Technologies | Debt Capital Raise and Management Software, focused, url='https://www.finleycms.com/'
    banner
        [41] link, center=(84,41), url='https://www.finleycms.com/'
            image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66328991a522e07acab8286e_Horizontal-Lockup-Color-Buffered.svg'
        navigation
Show more 
            [49] button Product Down arrow icon, center=(559,41), expanded=False, hasPopup='menu', inner_text=Product
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [66] button Solutions Down arrow icon, center=(681,41), expanded=False, hasPopup='menu', inner_text=Solutions
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [77] link Pricing, center=(790,41), url='https://www.finleycms.com/platform/pricing'
            [78] link Customers, center=(900,41), url='https://www.finleycms.com/customers'
            [80] button Resources Down arrow icon, center=(1032,41), expanded=False, hasPopup='menu', inner_text=Resources
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [107] button Company Down arrow icon, center=(1167,41), expanded=False, hasPopup='menu', inner_text=Company
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
        [119] link Schedule a Demo, center=(1704,41), url='https://www.finleycms.com/contact'
        [121] link Sign in, center=(1858,41), url='https://app.finleycms.com/'
    heading Debt Capital, Simplified
    StaticText Take control of your debt capital with Finley, the software that top borrowers and asset managers rely on to streamline funding, verification, and analysis.
    [142] link Schedule a demo, center=(832,394), url='https://www.finleycms.com/contact'
    [144] link Explore the product Right arrow icon Right arrow icon, center=(1064,394), inner_text=Explore the product, url='https://www.finleycms.com/platform/overview'
        image Right arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d21_icon-arrow-right.svg'
        image Right arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d21_icon-arrow-right.svg'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66fa30f6e82c283b40663304_valleyLogo2-p-500.png'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66fa2f6e2ffcafcbe470e7b0_rampLogo-p-500.png'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66fac0203669b1be20f27c8c_channelLogo-p-500.png'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66fa2fbbedfc575e36fa4bd2_navanLogo.png'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66fa2fa9fbb87998923b8953_parafinLogo-p-500.png'
    StaticText Finley's software helps everyone in the debt capital ecosystem, from corporate borrowers and issuers to credit funds and banks.
    StaticText Borrowers and issuers
    StaticText Automate debt capital operations, monitor your collateral trends, and maximize your capital availability with Finley's asset-backed lending software.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6664d2394858b3d06a77fa75_funding_overview-p-800.png'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6664d1524858b3d06a777296_funding_request_sliders-p-800.png'
    StaticText Private credit funds
    StaticText Manage funding, data, and risk across your portfolio of borrowers with Finley's calculation and verification suite.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6750f74cd3747e07615a4891_exposureByMonthlyVintage-p-800.png'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6750f010f60177b38bcaf631_borrowingBaseByType-p-800.png'
    StaticText Banks
    StaticText Automate, monitor, and safeguard your debt capital portfolio while ensuring an optimal experience for your corporate borrowers and integrating with your core systems.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6750f0a3e8460f34e6013993_Screenshot%202024-12-04%20at%204.12.09%E2%80%AFPM-p-800.png'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66665cce12bbefd146c203d0_eventLog-p-800.png'
    StaticText Finley's software helps you automate, track, and maximize the potential of your debt capital.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063c68_icon-calendar.svg'
    StaticText Centralize your credit agreement and asset data
    StaticText Master the details of your entire portfolio. Quickly see key credit terms and conditions in Finley. Verify and analyze asset data in near real time.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063c73_icon-warehouse.svg'
    StaticText Streamline capital markets operations
    StaticText Review and execute funding requests with a few clicks. Maintain a centralized log of user activity, facility usage, and interest calculations.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063c88_icon-layers.svg'
    StaticText Knowledge management
    StaticText Never miss an update or lose track of a deliverable. Comment on deliverables and transactions. Build and maintain a comprehensive document repository.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc31cabb9cd387b007814_icons8-positive-dynamic%20(1).svg'
    StaticText Analytics and alerting
    StaticText Manage your portfolio proactively. Receive e-mail and Slack alerts when credit facility KPIs exceed predefined thresholds.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cb0695dc33a7869915d1f_bw-people-p-500.png'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063c72_icon-earth.svg'
    StaticText $20 billion
    StaticText In debt capital actively managed by Finley's software
    StaticText 90
    StaticText %
    StaticText Time savings from executing common workflows like submitting or reviewing draw requests
    StaticText 200+
    StaticText Credit agreement fields digitized and stored in Finley's database for Asset Performance, Covenant, and Deliverable tracking
    StaticText 15+
    StaticText Bank Data, Data Warehouse, Loan Origination System, and Loan Management System integrations supported
    StaticText Watch a 1-Minute Product Overview
    StaticText View a 1-minute video walkthrough of Finley's key Borrower capabilities, including the Digital Credit Agreement, Funding Requests, and Insights.
    Iframe Finley for Borrowers - 1-Minute Product Overview
        RootWebArea Finley for Borrowers - 1-Minute Product Overview - YouTube, url='https://www.youtube.com/embed/aVN-14Jewuo?rel=0&controls=1&autoplay=0&mute=0&start=0'
            [a30] link Photo image of Finley Technologies, center=(1001,3086)
            [a38] link Finley for Borrowers - 1-Minute Product Overview, center=(1306,3086), url='https://www.youtube.com/watch?v=aVN-14Jewuo'
            [a55] button Share, center=(1616,3084), hasPopup='menu'
                image
            [a91] button Play, center=(1316,3248)
                image
            generic, atomic
            [a319] link Watch on YouTube, center=(1055,3414), url='https://www.youtube.com/watch?v=aVN-14Jewuo&embeds_referring_euri=https%3A%2F%2Fwww.finleycms.com%2F'
    StaticText Customers
    list
        listitem
            link Coast Coast, url='https://www.finleycms.com/customer/coast'
                image Coast, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6668bcd4758cbaee7e81de25_pexels-quintingellar-2199293%20(1)-p-1080.jpg'
                image Coast, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6668bc0bece141b2f57ea62b_coast-logo-white.png'
            link How Finley Helps Coast Save Time and Build Trust, url='https://www.finleycms.com/customer/coast'
            link Read customer story, url='https://www.finleycms.com/customer/coast'
        listitem
            link Navan Navan, url='https://www.finleycms.com/customer/navan'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c27b91672077e616ce0f_pexels-magic-k-24827758-6726195-p-1080.jpg'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c2164fcf04d006e16d68_navan-logo-white.png'
            link How Navan (TripActions) uses Finley to manage its $300 million credit facility, url='https://www.finleycms.com/customer/navan'
            link Read customer story, url='https://www.finleycms.com/customer/navan'
    StaticText Customer Spotlight
    StaticText “When we looked for off-the-shelf software solutions that could meet our needs, we couldn’t find one that could handle the nuances of our credit agreement. Finley helps us minimize risk and saves our finance and engineering teams dozens of hours a month.”
    StaticText Eric Glyman
    StaticText Chief Executive Officer, Ramp
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/663169afae88354aed59e747_ramp-founders-p-1080.jpeg'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6631696ed67f524f5611543e_logo-ramp-white-p-500.png'
    StaticText News & Insight
    list
        listitem
            link December 2024 Product Release + Year in Review, url='https://www.finleycms.com/blog/december-2024-product-release-year-in-review'
                image December 2024 Product Release + Year in Review, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6762fee4070f30be15454b19_December%202024.jpg'
            StaticText DECEMBER 19, 2024
            link RELEASE NOTES, url='https://www.finleycms.com/blog-categories/release-notes'
            link December 2024 Product Release + Year in Review, url='https://www.finleycms.com/blog/december-2024-product-release-year-in-review'
    list
        listitem
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
                image The 12 core competencies in lending technology, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6750d26ff185d4972163affd_coreCompetenciesCoverImage-p-800.jpg'
            StaticText DECEMBER 4, 2024
            link DEBT CAPITAL 101, url='https://www.finleycms.com/blog-categories/debt-capital-101'
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
    link, url='https://www.finleycms.com/#'
        image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66329897da5442c6171bbd60_Horizontal-Lockup-Inverted-Color.svg'
    StaticText 2261 Market Street
    StaticText #5432
    StaticText San Francisco, CA
    link contact@finleycms.com, url='mailto:contact@finleycms.com?subject=Finley%20Inquiry'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6632812edaa8303b7af8c872_256-256-webclip-png.png'
    StaticText PRODUCT
    link Platform, url='https://www.finleycms.com/platform/overview'
    link Asset Verification, url='https://www.finleycms.com/platform/asset-verification'
    link Calculation Verification, url='https://www.finleycms.com/platform/calculation-verification'
    link Fund Finance, url='https://www.finleycms.com/platform/fund-finance'
    link Funding Automation, url='https://www.finleycms.com/platform/funding-automation'
    link Portfolio Analytics, url='https://www.finleycms.com/platform/portfolio-analytics'
    link Syndicated Loans, url='https://www.finleycms.com/platform/syndicated-loans'
    link Security, url='https://www.finleycms.com/platform/security'
    link AI, url='https://www.finleycms.com/platform/ai'
    StaticText SOLUTIONS
    link Borrowers, url='https://www.finleycms.com/solutions/borrowers'
    link Issuers, url='https://www.finleycms.com/solutions/issuers'
    link Credit Funds, url='https://www.finleycms.com/solutions/credit-funds'
    link Banks, url='https://www.finleycms.com/solutions/banks'
    StaticText COMPANY
    link About Us, url='https://www.finleycms.com/company/about'
    link Careers, url='https://www.finleycms.com/company/careers'
    link Press, url='https://www.finleycms.com/company/press'
    link Linkedin logo Linkedin, url='https://www.linkedin.com/company/finleytechnologies/'
        image Linkedin logo, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063cad_icon-social-linkedin-white.svg'
    link Youtube logo Youtube, url='https://www.youtube.com/channel/UClMuZZPgnMhkoZMWZEutK-A'
        image Youtube logo, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063cd0_icon-social-youtube-white.svg'
    StaticText © Finley Technologies, Inc.
    link Terms of Service, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66847b840349a7ab687ea9c8_terms-of-service.pdf'
    link Privacy Policy, url='https://finleycms.com/privacy-policy'
    link Arrow up icon Back to Top, url='https://www.finleycms.com/#Top'
        image Arrow up icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d2b_interface-icon-arrow-up-small-white.svg'
    heading Cookies
    paragraph
        StaticText We use cookies to improve user experience. Choose what cookies you allow us to use. You can read more about our Cookie Policy in our
        [372] link privacy policy, center=(1662,897), url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66847b84b74fb9a95fc19d55_privacy-policy.pdf'
    [374] button Accept all, center=(1642,966)
    [375] button Reject all, center=(1787,966)

RootWebArea Finley Technologies | Product Overview, focused, url='https://www.finleycms.com/platform/overview'
    banner
        [41] link, center=(84,41), url='https://www.finleycms.com/'
            image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66328991a522e07acab8286e_Horizontal-Lockup-Color-Buffered.svg'
        navigation
Show more 
            [49] button Product Down arrow icon, center=(559,41), expanded=False, hasPopup='menu', inner_text=Product
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [66] button Solutions Down arrow icon, center=(681,41), expanded=False, hasPopup='menu', inner_text=Solutions
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [77] link Pricing, center=(790,41), url='https://www.finleycms.com/platform/pricing'
            [78] link Customers, center=(900,41), url='https://www.finleycms.com/customers'
            [80] button Resources Down arrow icon, center=(1032,41), expanded=False, hasPopup='menu', inner_text=Resources
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [107] button Company Down arrow icon, center=(1167,41), expanded=False, hasPopup='menu', inner_text=Company
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
        [119] link Schedule a Demo, center=(1704,41), url='https://www.finleycms.com/contact'
        [121] link Sign in, center=(1858,41), url='https://app.finleycms.com/'
    heading Platform Overview
    StaticText From digitizing your credit agreements to streamlining your funding operations, Finley streamlines every step of capital markets operations.
    [141] link Schedule a demo, center=(353,802), url='https://www.finleycms.com/contact'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6667aca370502b90360b9a1c_borrowerHero-p-1080.png'
    StaticText One System for Debt Capital Automation, Monitoring, and Analysis
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063c88_icon-layers.svg'
    StaticText Automate Key Operations
    StaticText Finley works on top of core banking systems, loan management systems, and other key platforms to automate covenant management, portfolio monitoring, and other mission-critical debt capital tasks.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc4d3f112716c5731929b_icons8-error.svg'
    StaticText Ensure Programmatic Compliance
    StaticText Credit agreements and other loan documents are typically lengthy, complex, and unstructured. Finley digitizes these rules and surfaces compliance updates to users, enabling proactive debt capital monitoring.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc31cabb9cd387b007814_icons8-positive-dynamic%20(1).svg'
    StaticText Perform Advanced Analysis
    StaticText Finley helps customers centralize and audit debt capital data in near real time. Then, Finley layers analytics and dashboards on top of this data so that analysts and leaders can gain insights into their portfolio performance.
    StaticText Debt Capital Data Foundation
    StaticText Smart debt capital management requires automated workflows and holistic risk monitoring. With Finley, you can automate or verify collateral calculations, examine portfolio trends, and communicate with counterparties more effectively.
    list
        listitem
            ListMarker •
            StaticText Comprehensive data integrations with asset, bank, loan, and other types of key debt capital data
        listitem
            ListMarker •
            StaticText Digital Credit Agreement that turns loan terms into structured data
        listitem
            ListMarker •
            StaticText Built-in data repository for tracking key loan terms, reporting files, and time-series data
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fd8718a1b21f5e67995ed_uploaderHero.png'
    StaticText Flexible Automation Engine
    StaticText Ensuring on-time funding is important for both borrowers and lenders. Finley helps ensure collateral adequacy and streamlined transactions by accelerating the data verification and report generation processes.
    list
        listitem
            ListMarker •
            StaticText Automated calculations of borrowing bases, interest accrual, and waterfall payments
        listitem
            ListMarker •
            StaticText Ability to generate templated DOCX and XLSX files for funding requests and other compliance tasks
        listitem
            ListMarker •
            StaticText Configurable alerts and reports to ensure nothing slips through the cracks
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fda914a7020bb9e11b0e7_fundingAutomationHero.png'
    StaticText Comprehensive Analytics
    StaticText Traditionally, debt capital has been hard to monitor over time, as reporting files are siloed in different locations and are hard to aggregate and query. Finley's datalake enables lenders and borrowers to track and view asset performance over time.
    list
        listitem
            ListMarker •
            StaticText Built-in dashboards for monitoring asset performance (e.g., vintage curves), borrowing base trends, and financial and portfolio covenant compliance
        listitem
            ListMarker •
            StaticText Ability to perform hypothetical scenario modeling for different funding actions
        listitem
            ListMarker •
            StaticText All data can be exported in open file formats for further analysis
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fdb2f255903f434928ebb_insightsHero-p-1080.png'
    StaticText Customers
    list
        listitem
            link Coast Coast, url='https://www.finleycms.com/customer/coast'
                image Coast, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6668bcd4758cbaee7e81de25_pexels-quintingellar-2199293%20(1)-p-1080.jpg'
                image Coast, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6668bc0bece141b2f57ea62b_coast-logo-white.png'
            link How Finley Helps Coast Save Time and Build Trust, url='https://www.finleycms.com/customer/coast'
            link Read customer story, url='https://www.finleycms.com/customer/coast'
        listitem
            link Navan Navan, url='https://www.finleycms.com/customer/navan'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c27b91672077e616ce0f_pexels-magic-k-24827758-6726195-p-1080.jpg'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c2164fcf04d006e16d68_navan-logo-white.png'
            link How Navan (TripActions) uses Finley to manage its $300 million credit facility, url='https://www.finleycms.com/customer/navan'
            link Read customer story, url='https://www.finleycms.com/customer/navan'
    StaticText Customer Spotlight
    StaticText “When we looked for off-the-shelf software solutions that could meet our needs, we couldn’t find one that could handle the nuances of our credit agreement. Finley helps us minimize risk and saves our finance and engineering teams dozens of hours a month.”
    StaticText Eric Glyman
    StaticText Chief Executive Officer, Ramp
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/663169afae88354aed59e747_ramp-founders-p-1080.jpeg'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6631696ed67f524f5611543e_logo-ramp-white-p-500.png'
    StaticText News & Insight
    list
        listitem
            link December 2024 Product Release + Year in Review, url='https://www.finleycms.com/blog/december-2024-product-release-year-in-review'
                image December 2024 Product Release + Year in Review, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6762fee4070f30be15454b19_December%202024.jpg'
            StaticText DECEMBER 19, 2024
            link RELEASE NOTES, url='https://www.finleycms.com/blog-categories/release-notes'
            link December 2024 Product Release + Year in Review, url='https://www.finleycms.com/blog/december-2024-product-release-year-in-review'
    list
        listitem
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
                image The 12 core competencies in lending technology, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6750d26ff185d4972163affd_coreCompetenciesCoverImage-p-800.jpg'
            StaticText DECEMBER 4, 2024
            link DEBT CAPITAL 101, url='https://www.finleycms.com/blog-categories/debt-capital-101'
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
    link, url='https://www.finleycms.com/platform/overview#'
        image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66329897da5442c6171bbd60_Horizontal-Lockup-Inverted-Color.svg'
    StaticText 2261 Market Street
    StaticText #5432
    StaticText San Francisco, CA
    link contact@finleycms.com, url='mailto:contact@finleycms.com?subject=Finley%20Inquiry'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6632812edaa8303b7af8c872_256-256-webclip-png.png'
    StaticText PRODUCT
    link Platform, url='https://www.finleycms.com/platform/overview'
    link Asset Verification, url='https://www.finleycms.com/platform/asset-verification'
    link Calculation Verification, url='https://www.finleycms.com/platform/calculation-verification'
    link Fund Finance, url='https://www.finleycms.com/platform/fund-finance'
    link Funding Automation, url='https://www.finleycms.com/platform/funding-automation'
    link Portfolio Analytics, url='https://www.finleycms.com/platform/portfolio-analytics'
    link Syndicated Loans, url='https://www.finleycms.com/platform/syndicated-loans'
    link Security, url='https://www.finleycms.com/platform/security'
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Reasoning for action: I chose to click on the 'Explore the product' link because it directly aligns with the user's goal of researching Finley's offerings. This action opens up more information about Finley's software solutions, paving the way to access specific solutions later on in the navigation process.

Action: click(144) # Click on the 'Explore the product' link to learn more about the product offerings.

Change Description: The browser navigated from the Finley Technologies homepage to the Platform Overview page, changing the title and content to provide detailed information about the product offerings, including automation, compliance, and analytics features specific to debt capital management.

Screenshot before:Screenshot after:---

Step 2:

Url (before/after):

https://www.finleycms.com/platform/overview

https://www.finleycms.com/platform/overview

Content (before/after): 

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Show more 
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        [119] link Schedule a Demo, center=(1704,41), url='https://www.finleycms.com/contact'
        [121] link Sign in, center=(1858,41), url='https://app.finleycms.com/'
    heading Platform Overview
    StaticText From digitizing your credit agreements to streamlining your funding operations, Finley streamlines every step of capital markets operations.
    [141] link Schedule a demo, center=(353,802), url='https://www.finleycms.com/contact'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6667aca370502b90360b9a1c_borrowerHero-p-1080.png'
    StaticText One System for Debt Capital Automation, Monitoring, and Analysis
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063c88_icon-layers.svg'
    StaticText Automate Key Operations
    StaticText Finley works on top of core banking systems, loan management systems, and other key platforms to automate covenant management, portfolio monitoring, and other mission-critical debt capital tasks.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc4d3f112716c5731929b_icons8-error.svg'
    StaticText Ensure Programmatic Compliance
    StaticText Credit agreements and other loan documents are typically lengthy, complex, and unstructured. Finley digitizes these rules and surfaces compliance updates to users, enabling proactive debt capital monitoring.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc31cabb9cd387b007814_icons8-positive-dynamic%20(1).svg'
    StaticText Perform Advanced Analysis
    StaticText Finley helps customers centralize and audit debt capital data in near real time. Then, Finley layers analytics and dashboards on top of this data so that analysts and leaders can gain insights into their portfolio performance.
    StaticText Debt Capital Data Foundation
    StaticText Smart debt capital management requires automated workflows and holistic risk monitoring. With Finley, you can automate or verify collateral calculations, examine portfolio trends, and communicate with counterparties more effectively.
    list
        listitem
            ListMarker •
            StaticText Comprehensive data integrations with asset, bank, loan, and other types of key debt capital data
        listitem
            ListMarker •
            StaticText Digital Credit Agreement that turns loan terms into structured data
        listitem
            ListMarker •
            StaticText Built-in data repository for tracking key loan terms, reporting files, and time-series data
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fd8718a1b21f5e67995ed_uploaderHero.png'
    StaticText Flexible Automation Engine
    StaticText Ensuring on-time funding is important for both borrowers and lenders. Finley helps ensure collateral adequacy and streamlined transactions by accelerating the data verification and report generation processes.
    list
        listitem
            ListMarker •
            StaticText Automated calculations of borrowing bases, interest accrual, and waterfall payments
        listitem
            ListMarker •
            StaticText Ability to generate templated DOCX and XLSX files for funding requests and other compliance tasks
        listitem
            ListMarker •
            StaticText Configurable alerts and reports to ensure nothing slips through the cracks
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fda914a7020bb9e11b0e7_fundingAutomationHero.png'
    StaticText Comprehensive Analytics
    StaticText Traditionally, debt capital has been hard to monitor over time, as reporting files are siloed in different locations and are hard to aggregate and query. Finley's datalake enables lenders and borrowers to track and view asset performance over time.
    list
        listitem
            ListMarker •
            StaticText Built-in dashboards for monitoring asset performance (e.g., vintage curves), borrowing base trends, and financial and portfolio covenant compliance
        listitem
            ListMarker •
            StaticText Ability to perform hypothetical scenario modeling for different funding actions
        listitem
            ListMarker •
            StaticText All data can be exported in open file formats for further analysis
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fdb2f255903f434928ebb_insightsHero-p-1080.png'
    StaticText Customers
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    StaticText Eric Glyman
    StaticText Chief Executive Officer, Ramp
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/663169afae88354aed59e747_ramp-founders-p-1080.jpeg'
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    StaticText News & Insight
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            link December 2024 Product Release + Year in Review, url='https://www.finleycms.com/blog/december-2024-product-release-year-in-review'
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            StaticText DECEMBER 19, 2024
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        listitem
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
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            StaticText DECEMBER 4, 2024
            link DEBT CAPITAL 101, url='https://www.finleycms.com/blog-categories/debt-capital-101'
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
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    StaticText 2261 Market Street
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    StaticText © Finley Technologies, Inc.
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    StaticText From digitizing your credit agreements to streamlining your funding operations, Finley streamlines every step of capital markets operations.
    [141] link Schedule a demo, center=(353,802), url='https://www.finleycms.com/contact'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6667aca370502b90360b9a1c_borrowerHero-p-1080.png'
    StaticText One System for Debt Capital Automation, Monitoring, and Analysis
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063c88_icon-layers.svg'
    StaticText Automate Key Operations
    StaticText Finley works on top of core banking systems, loan management systems, and other key platforms to automate covenant management, portfolio monitoring, and other mission-critical debt capital tasks.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc4d3f112716c5731929b_icons8-error.svg'
    StaticText Ensure Programmatic Compliance
    StaticText Credit agreements and other loan documents are typically lengthy, complex, and unstructured. Finley digitizes these rules and surfaces compliance updates to users, enabling proactive debt capital monitoring.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc31cabb9cd387b007814_icons8-positive-dynamic%20(1).svg'
    StaticText Perform Advanced Analysis
    StaticText Finley helps customers centralize and audit debt capital data in near real time. Then, Finley layers analytics and dashboards on top of this data so that analysts and leaders can gain insights into their portfolio performance.
    StaticText Debt Capital Data Foundation
    StaticText Smart debt capital management requires automated workflows and holistic risk monitoring. With Finley, you can automate or verify collateral calculations, examine portfolio trends, and communicate with counterparties more effectively.
    list
        listitem
            ListMarker •
            StaticText Comprehensive data integrations with asset, bank, loan, and other types of key debt capital data
        listitem
            ListMarker •
            StaticText Digital Credit Agreement that turns loan terms into structured data
        listitem
            ListMarker •
            StaticText Built-in data repository for tracking key loan terms, reporting files, and time-series data
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fd8718a1b21f5e67995ed_uploaderHero.png'
    StaticText Flexible Automation Engine
    StaticText Ensuring on-time funding is important for both borrowers and lenders. Finley helps ensure collateral adequacy and streamlined transactions by accelerating the data verification and report generation processes.
    list
        listitem
            ListMarker •
            StaticText Automated calculations of borrowing bases, interest accrual, and waterfall payments
        listitem
            ListMarker •
            StaticText Ability to generate templated DOCX and XLSX files for funding requests and other compliance tasks
        listitem
            ListMarker •
            StaticText Configurable alerts and reports to ensure nothing slips through the cracks
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fda914a7020bb9e11b0e7_fundingAutomationHero.png'
    StaticText Comprehensive Analytics
    StaticText Traditionally, debt capital has been hard to monitor over time, as reporting files are siloed in different locations and are hard to aggregate and query. Finley's datalake enables lenders and borrowers to track and view asset performance over time.
    list
        listitem
            ListMarker •
            StaticText Built-in dashboards for monitoring asset performance (e.g., vintage curves), borrowing base trends, and financial and portfolio covenant compliance
        listitem
            ListMarker •
            StaticText Ability to perform hypothetical scenario modeling for different funding actions
        listitem
            ListMarker •
            StaticText All data can be exported in open file formats for further analysis
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fdb2f255903f434928ebb_insightsHero-p-1080.png'
    StaticText Customers
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            link How Navan (TripActions) uses Finley to manage its $300 million credit facility, url='https://www.finleycms.com/customer/navan'
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    StaticText Customer Spotlight
    StaticText “When we looked for off-the-shelf software solutions that could meet our needs, we couldn’t find one that could handle the nuances of our credit agreement. Finley helps us minimize risk and saves our finance and engineering teams dozens of hours a month.”
    StaticText Eric Glyman
    StaticText Chief Executive Officer, Ramp
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/663169afae88354aed59e747_ramp-founders-p-1080.jpeg'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6631696ed67f524f5611543e_logo-ramp-white-p-500.png'
    StaticText News & Insight
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            link December 2024 Product Release + Year in Review, url='https://www.finleycms.com/blog/december-2024-product-release-year-in-review'
    list
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            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
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            StaticText DECEMBER 4, 2024
            link DEBT CAPITAL 101, url='https://www.finleycms.com/blog-categories/debt-capital-101'
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
    link, url='https://www.finleycms.com/platform/overview#'
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    StaticText 2261 Market Street
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        image Youtube logo, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063cd0_icon-social-youtube-white.svg'
    StaticText © Finley Technologies, Inc.
    link Terms of Service, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66847b840349a7ab687ea9c8_terms-of-service.pdf'
    link Privacy Policy, url='https://finleycms.com/privacy-policy'
    link Arrow up icon Back to Top, url='https://www.finleycms.com/platform/overview#Top'
        image Arrow up icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d2b_interface-icon-arrow-up-small-white.svg'

Reasoning for action: I clicked on the 'Solutions' dropdown because it is a required step in the user's instruction. By clicking this, I am navigating the webpage closer to reaching the customer stories and testimonials section since the next step is to find the link to 'Customers' in this dropdown.

Action: click(66) # Click on the 'Solutions' dropdown to explore specific solutions offered by Finley.

Change Description: The 'Solutions' dropdown button became focused, indicating it is ready to be interacted with, but it remained expanded since the previous state was not expanded. The state of the navigation menu reflects a potential for accessing specific solutions offered by Finley.

Screenshot before:Screenshot after:---

Step 3:

Url (before/after):

https://www.finleycms.com/platform/overview

https://www.finleycms.com/customers

Content (before/after): 

RootWebArea Finley Technologies | Product Overview, focused, url='https://www.finleycms.com/platform/overview'
    banner
        [41] link, center=(84,41), url='https://www.finleycms.com/'
            image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66328991a522e07acab8286e_Horizontal-Lockup-Color-Buffered.svg'
        navigation
Show more 
            [49] button Product Down arrow icon, center=(559,41), expanded=False, hasPopup='menu', inner_text=Product
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [66] button Solutions Down arrow icon, center=(681,41), expanded=False, focused, hasPopup='menu', inner_text=Solutions
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [77] link Pricing, center=(790,41), url='https://www.finleycms.com/platform/pricing'
            [78] link Customers, center=(900,41), url='https://www.finleycms.com/customers'
            [80] button Resources Down arrow icon, center=(1032,41), expanded=False, hasPopup='menu', inner_text=Resources
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [107] button Company Down arrow icon, center=(1167,41), expanded=False, hasPopup='menu', inner_text=Company
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
        [119] link Schedule a Demo, center=(1704,41), url='https://www.finleycms.com/contact'
        [121] link Sign in, center=(1858,41), url='https://app.finleycms.com/'
    heading Platform Overview
    StaticText From digitizing your credit agreements to streamlining your funding operations, Finley streamlines every step of capital markets operations.
    [141] link Schedule a demo, center=(353,802), url='https://www.finleycms.com/contact'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6667aca370502b90360b9a1c_borrowerHero-p-1080.png'
    StaticText One System for Debt Capital Automation, Monitoring, and Analysis
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063c88_icon-layers.svg'
    StaticText Automate Key Operations
    StaticText Finley works on top of core banking systems, loan management systems, and other key platforms to automate covenant management, portfolio monitoring, and other mission-critical debt capital tasks.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc4d3f112716c5731929b_icons8-error.svg'
    StaticText Ensure Programmatic Compliance
    StaticText Credit agreements and other loan documents are typically lengthy, complex, and unstructured. Finley digitizes these rules and surfaces compliance updates to users, enabling proactive debt capital monitoring.
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666cc31cabb9cd387b007814_icons8-positive-dynamic%20(1).svg'
    StaticText Perform Advanced Analysis
    StaticText Finley helps customers centralize and audit debt capital data in near real time. Then, Finley layers analytics and dashboards on top of this data so that analysts and leaders can gain insights into their portfolio performance.
    StaticText Debt Capital Data Foundation
    StaticText Smart debt capital management requires automated workflows and holistic risk monitoring. With Finley, you can automate or verify collateral calculations, examine portfolio trends, and communicate with counterparties more effectively.
    list
        listitem
            ListMarker •
            StaticText Comprehensive data integrations with asset, bank, loan, and other types of key debt capital data
        listitem
            ListMarker •
            StaticText Digital Credit Agreement that turns loan terms into structured data
        listitem
            ListMarker •
            StaticText Built-in data repository for tracking key loan terms, reporting files, and time-series data
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fd8718a1b21f5e67995ed_uploaderHero.png'
    StaticText Flexible Automation Engine
    StaticText Ensuring on-time funding is important for both borrowers and lenders. Finley helps ensure collateral adequacy and streamlined transactions by accelerating the data verification and report generation processes.
    list
        listitem
            ListMarker •
            StaticText Automated calculations of borrowing bases, interest accrual, and waterfall payments
        listitem
            ListMarker •
            StaticText Ability to generate templated DOCX and XLSX files for funding requests and other compliance tasks
        listitem
            ListMarker •
            StaticText Configurable alerts and reports to ensure nothing slips through the cracks
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fda914a7020bb9e11b0e7_fundingAutomationHero.png'
    StaticText Comprehensive Analytics
    StaticText Traditionally, debt capital has been hard to monitor over time, as reporting files are siloed in different locations and are hard to aggregate and query. Finley's datalake enables lenders and borrowers to track and view asset performance over time.
    list
        listitem
            ListMarker •
            StaticText Built-in dashboards for monitoring asset performance (e.g., vintage curves), borrowing base trends, and financial and portfolio covenant compliance
        listitem
            ListMarker •
            StaticText Ability to perform hypothetical scenario modeling for different funding actions
        listitem
            ListMarker •
            StaticText All data can be exported in open file formats for further analysis
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/666fdb2f255903f434928ebb_insightsHero-p-1080.png'
    StaticText Customers
    list
        listitem
            link Coast Coast, url='https://www.finleycms.com/customer/coast'
                image Coast, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6668bcd4758cbaee7e81de25_pexels-quintingellar-2199293%20(1)-p-1080.jpg'
                image Coast, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6668bc0bece141b2f57ea62b_coast-logo-white.png'
            link How Finley Helps Coast Save Time and Build Trust, url='https://www.finleycms.com/customer/coast'
            link Read customer story, url='https://www.finleycms.com/customer/coast'
        listitem
            link Navan Navan, url='https://www.finleycms.com/customer/navan'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c27b91672077e616ce0f_pexels-magic-k-24827758-6726195-p-1080.jpg'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c2164fcf04d006e16d68_navan-logo-white.png'
            link How Navan (TripActions) uses Finley to manage its $300 million credit facility, url='https://www.finleycms.com/customer/navan'
            link Read customer story, url='https://www.finleycms.com/customer/navan'
    StaticText Customer Spotlight
    StaticText “When we looked for off-the-shelf software solutions that could meet our needs, we couldn’t find one that could handle the nuances of our credit agreement. Finley helps us minimize risk and saves our finance and engineering teams dozens of hours a month.”
    StaticText Eric Glyman
    StaticText Chief Executive Officer, Ramp
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/663169afae88354aed59e747_ramp-founders-p-1080.jpeg'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6631696ed67f524f5611543e_logo-ramp-white-p-500.png'
    StaticText News & Insight
    list
        listitem
            link December 2024 Product Release + Year in Review, url='https://www.finleycms.com/blog/december-2024-product-release-year-in-review'
                image December 2024 Product Release + Year in Review, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6762fee4070f30be15454b19_December%202024.jpg'
            StaticText DECEMBER 19, 2024
            link RELEASE NOTES, url='https://www.finleycms.com/blog-categories/release-notes'
            link December 2024 Product Release + Year in Review, url='https://www.finleycms.com/blog/december-2024-product-release-year-in-review'
    list
        listitem
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
                image The 12 core competencies in lending technology, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6750d26ff185d4972163affd_coreCompetenciesCoverImage-p-800.jpg'
            StaticText DECEMBER 4, 2024
            link DEBT CAPITAL 101, url='https://www.finleycms.com/blog-categories/debt-capital-101'
            link The 12 core competencies in lending technology, url='https://www.finleycms.com/blog/the-12-core-competencies-in-lending-technology'
    link, url='https://www.finleycms.com/platform/overview#'
        image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66329897da5442c6171bbd60_Horizontal-Lockup-Inverted-Color.svg'
    StaticText 2261 Market Street
    StaticText #5432
    StaticText San Francisco, CA
    link contact@finleycms.com, url='mailto:contact@finleycms.com?subject=Finley%20Inquiry'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6632812edaa8303b7af8c872_256-256-webclip-png.png'
    StaticText PRODUCT
    link Platform, url='https://www.finleycms.com/platform/overview'
    link Asset Verification, url='https://www.finleycms.com/platform/asset-verification'
    link Calculation Verification, url='https://www.finleycms.com/platform/calculation-verification'
    link Fund Finance, url='https://www.finleycms.com/platform/fund-finance'
    link Funding Automation, url='https://www.finleycms.com/platform/funding-automation'
    link Portfolio Analytics, url='https://www.finleycms.com/platform/portfolio-analytics'
    link Syndicated Loans, url='https://www.finleycms.com/platform/syndicated-loans'
    link Security, url='https://www.finleycms.com/platform/security'
    link AI, url='https://www.finleycms.com/platform/ai'
    StaticText SOLUTIONS
    link Borrowers, url='https://www.finleycms.com/solutions/borrowers'
    link Issuers, url='https://www.finleycms.com/solutions/issuers'
    link Credit Funds, url='https://www.finleycms.com/solutions/credit-funds'
    link Banks, url='https://www.finleycms.com/solutions/banks'
    StaticText COMPANY
    link About Us, url='https://www.finleycms.com/company/about'
    link Careers, url='https://www.finleycms.com/company/careers'
    link Press, url='https://www.finleycms.com/company/press'
    link Linkedin logo Linkedin, url='https://www.linkedin.com/company/finleytechnologies/'
        image Linkedin logo, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063cad_icon-social-linkedin-white.svg'
    link Youtube logo Youtube, url='https://www.youtube.com/channel/UClMuZZPgnMhkoZMWZEutK-A'
        image Youtube logo, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063cd0_icon-social-youtube-white.svg'
    StaticText © Finley Technologies, Inc.
    link Terms of Service, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66847b840349a7ab687ea9c8_terms-of-service.pdf'
    link Privacy Policy, url='https://finleycms.com/privacy-policy'
    link Arrow up icon Back to Top, url='https://www.finleycms.com/platform/overview#Top'
        image Arrow up icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d2b_interface-icon-arrow-up-small-white.svg'

RootWebArea Finley Technologies | Customers, focused, url='https://www.finleycms.com/customers'
    banner
        [41] link, center=(84,41), url='https://www.finleycms.com/'
            image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66328991a522e07acab8286e_Horizontal-Lockup-Color-Buffered.svg'
        navigation
Show more 
            [49] button Product Down arrow icon, center=(559,41), expanded=False, hasPopup='menu', inner_text=Product
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [66] button Solutions Down arrow icon, center=(681,41), expanded=False, hasPopup='menu', inner_text=Solutions
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [77] link Pricing, center=(790,41), url='https://www.finleycms.com/platform/pricing'
            [78] link Customers, center=(900,41), url='https://www.finleycms.com/customers'
            [80] button Resources Down arrow icon, center=(1032,41), expanded=False, hasPopup='menu', inner_text=Resources
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
            [107] button Company Down arrow icon, center=(1167,41), expanded=False, hasPopup='menu', inner_text=Company
                image Down arrow icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d27_icon-dropdown-arrow.svg'
        [119] link Schedule a Demo, center=(1704,41), url='https://www.finleycms.com/contact'
        [121] link Sign in, center=(1858,41), url='https://app.finleycms.com/'
    heading See why innovative borrowers and asset managers rely on Finley to optimize debt capital management
    list
        listitem
            [144] link Coast Coast, center=(720,822), url='https://www.finleycms.com/customer/coast'
                image Coast, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6668bcd4758cbaee7e81de25_pexels-quintingellar-2199293%20(1)-p-1600.jpg'
                image Coast, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6668bc0bece141b2f57ea62b_coast-logo-white.png'
            link How Finley Helps Coast Save Time and Build Trust, url='https://www.finleycms.com/customer/coast'
            link Read customer story, url='https://www.finleycms.com/customer/coast'
    list
        listitem
            [153] link Navan Navan, center=(1431,668), url='https://www.finleycms.com/customer/navan'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c27b91672077e616ce0f_pexels-magic-k-24827758-6726195-p-1080.jpg'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c2164fcf04d006e16d68_navan-logo-white.png'
            [156] link How Navan (TripActions) uses Finley to manage its $300 million credit facility, center=(1431,923), url='https://www.finleycms.com/customer/navan'
            [157] link Read customer story, center=(1284,1015), url='https://www.finleycms.com/customer/navan'
    StaticText Customer Spotlight
    StaticText “When we looked for off-the-shelf software solutions that could meet our needs, we couldn’t find one that could handle the nuances of our credit agreement. Finley helps us minimize risk and saves our finance and engineering teams dozens of hours a month.”
    StaticText Eric Glyman
    StaticText Chief Executive Officer, Ramp
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/663169afae88354aed59e747_ramp-founders-p-1080.jpeg'
    StaticText More Success Stories
    list
        listitem
            link Parafin Parafin, url='https://www.finleycms.com/customer/parafin'
                image Parafin, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/66678de8a026e3cf10886935_parafinImage2-p-800.jpg'
                image Parafin, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/66678cb4be9844765dea39dc_parafinLogo.png'
            link How Parafin Scaled Capital Markets Ops with Finley, url='https://www.finleycms.com/customer/parafin'
            link Read customer story, url='https://www.finleycms.com/customer/parafin'
        listitem
            link Navan Navan, url='https://www.finleycms.com/customer/navan'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c27b91672077e616ce0f_pexels-magic-k-24827758-6726195-p-1080.jpg'
                image Navan, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6632c2164fcf04d006e16d68_navan-logo-white.png'
            link How Navan (TripActions) uses Finley to manage its $300 million credit facility, url='https://www.finleycms.com/customer/navan'
            link Read customer story, url='https://www.finleycms.com/customer/navan'
        listitem
            link Ramp Ramp, url='https://www.finleycms.com/customer/ramp'
                image Ramp, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/6667890b40aa62644f0be89e_rampFinleyCaseStudy-p-800.jpg'
                image Ramp, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063c55/666788eab3140c8477794c4b_logo-ramp-white.png'
            link Why Ramp chose Finley over building in-house, url='https://www.finleycms.com/customer/ramp'
            link Read customer story, url='https://www.finleycms.com/customer/ramp'
    link, url='https://www.finleycms.com/customers#'
        image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66329897da5442c6171bbd60_Horizontal-Lockup-Inverted-Color.svg'
    StaticText 2261 Market Street
    StaticText #5432
    StaticText San Francisco, CA
    link contact@finleycms.com, url='mailto:contact@finleycms.com?subject=Finley%20Inquiry'
    image, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6632812edaa8303b7af8c872_256-256-webclip-png.png'
    StaticText PRODUCT
    link Platform, url='https://www.finleycms.com/platform/overview'
    link Asset Verification, url='https://www.finleycms.com/platform/asset-verification'
    link Calculation Verification, url='https://www.finleycms.com/platform/calculation-verification'
    link Fund Finance, url='https://www.finleycms.com/platform/fund-finance'
    link Funding Automation, url='https://www.finleycms.com/platform/funding-automation'
    link Portfolio Analytics, url='https://www.finleycms.com/platform/portfolio-analytics'
    link Syndicated Loans, url='https://www.finleycms.com/platform/syndicated-loans'
    link Security, url='https://www.finleycms.com/platform/security'
    link AI, url='https://www.finleycms.com/platform/ai'
    StaticText SOLUTIONS
    link Borrowers, url='https://www.finleycms.com/solutions/borrowers'
    link Issuers, url='https://www.finleycms.com/solutions/issuers'
    link Credit Funds, url='https://www.finleycms.com/solutions/credit-funds'
    link Banks, url='https://www.finleycms.com/solutions/banks'
    StaticText COMPANY
    link About Us, url='https://www.finleycms.com/company/about'
    link Careers, url='https://www.finleycms.com/company/careers'
    link Press, url='https://www.finleycms.com/company/press'
    link Linkedin logo Linkedin, url='https://www.linkedin.com/company/finleytechnologies/'
        image Linkedin logo, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063cad_icon-social-linkedin-white.svg'
    link Youtube logo Youtube, url='https://www.youtube.com/channel/UClMuZZPgnMhkoZMWZEutK-A'
        image Youtube logo, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063cd0_icon-social-youtube-white.svg'
    StaticText © Finley Technologies, Inc.
    link Terms of Service, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/66847b840349a7ab687ea9c8_terms-of-service.pdf'
    link Privacy Policy, url='https://finleycms.com/privacy-policy'
    link Arrow up icon Back to Top, url='https://www.finleycms.com/customers#Top'
        image Arrow up icon, url='https://cdn.prod.website-files.com/6630252fd9eb86eb14063bf2/6630252fd9eb86eb14063d2b_interface-icon-arrow-up-small-white.svg'

Reasoning for action: I needed to fulfill the user's request to explore customer success stories regarding Finley's software's benefits. Clicking on the 'Customers' link is the direct action that takes the user to the specific page designed to showcase these success stories and testimonials. This page will give the potential client relevant information and real user experiences, helping them understand how Finley's solutions can benefit their organization.

Action: click(78) # Click on the 'Customers' link to explore customer stories and see how Finley has helped specific clients.

Change Description: The web browser state changed from displaying the 'Product Overview' page to the 'Customers' page, with a new focus on customer stories, highlighting specific clients like Coast and Navan, and featuring testimonials from users such as Eric Glyman, CEO of Ramp.

Screenshot before:Screenshot after:---