Business banking depositors are expecting more than just account services from their bank. Increase deposits and non-interest income by giving your clients a digital back office powered by Finli.
The integration with Q2’s Digital Banking Platform will allow banks and credit unions to deliver Finli’s solution directly to business banking clients.
Determine which Finli partnership package makes the most sense for your organization.
Request the Finli app on the Q2 Partner Marketplace & determine configuration preferences.
Partner with Finli to market your expanded account services to business clients + go live!
Before launching Finli’s integration through Q2, you’ll first need to become a Finli Partner!
As a refresher, Finli provides SMBs with digital tools including invoicing, inventory management, digital payment collection, CRM, communications, and quote management.
Finli partners with all different size banks in the way that suits them best. We offer white and gray labeling options, can grant access a banker portal for tailored insights, and have various tiers for the businesses your bank supports.
Finli’s Q2 integration can be customized to meet your needs and preferences.
If you’re already a Q2 customer and a Finli partner, all you need to do is click ‘Request App’ on our Q2 Marketplace profile to get the process started!
Work with the Finli team to make important selections about how our app is displayed in your digital banking platform and connects with your existing systems.
After testing, if everything looks ready to go, Q2 and Finli will deploy the application to your banking clients.
Alongside an in app launch, make sure to announce your new business banking services to your clients:
Finli is constantly building new features for our small business customers – so you don’t have to! Check out our Product Release Notes for all the details.
Custom integration configurations and branding are available upon request.
