Capture and retain more small business clients with improved financial services and support
Whether you’re a hundred-year-old institution or a challenger bank, the small business market can be tricky to navigate.Enhance your services with market-leading accounting, business, payments, and commerce data and deliver a better customer experience. With premium cash flow tools, expedited lending, and personalized financing offers, you can become a leader in small business banking.
Help business clients manage cash flow with premium tools
Cash flow is one of the most critical metrics a small business has, and keeping a close watch is a vital step in preventing potential cash gaps. By adding accounting data insights to your platform, you can help your clients quickly understand potential cash flow with custom what-if scenarios, projection comparisons, and forecasts for up to three years in the future.
Create an intelligent embedded lending finance ecosystem with push alerts
Banks can leverage the power of our technology to make smarter, faster lending decisions. Banks can use our system to onboard borrowers and turn the customer journey into three simple steps that give underwriters access to aggregated accounting insights on past, current, and future financial data. Use system thresholds to create financing offer push alerts for a flawless omnichannel experience that keeps eyeballs focused on your banking platform.