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OA

Customer Relationship Workspace · Nova Financial Group

Customers

The full relationship picture across every account in the portfolio.

M

Meridian Logistics Group

At Risk

Nova Finance · Enterprise · Client since Mar 2023

Renewal DueUsage Decline

ARR

$1.84M

34
Owner Elena ChoMarcus Fenwick, VP of Finance

Usage alert triggered

Jul 18, 2026

Platform activity down 34% over trailing 60 days.

Apex Intelligence

Escalation opened

Jul 10, 2026

Reconciliation delays reported by finance team.

Support Team

Quarterly business review

Jun 22, 2026

Reviewed Q2 usage trends and renewal timeline.

Elena Cho

Renewal — $1.84M ARR

Mar 14, 2023

12-month renewal signed for the current term.

Elena Cho