Technical Assistance

Scale Technical Assistance Programs for CDFIs

Support borrowers with scalable digital programs, streamline covenant monitoring, and document community impact.

Technical Assistance

Scale Technical Assistance Programs for CDFIs

Support borrowers with scalable digital programs, streamline covenant monitoring, and document community impact.

50% of small businesses

struggle to secure financing as a result of traditional credit scoring models.

Although technical assistance programs increase these odds for a SMB, the programs are extremely manual and personnel intensive for CDFIs to offer.

50% of small businesses

struggle to secure financing as a result of traditional credit scoring models.

Although technical assistance programs increase these odds for a SMB, the programs are extremely manual and personnel intensive for CDFIs to offer.

With Finli, you can give borrowers
the tools they need to be successful.

Tools SMBs get...

  • Professional Invoicing
  • Digital Payment Processing
  • Quote Management
  • Autopay Option
  • Inventory Management
  • CRM + Communications

Insights your CDFI gets...

  • Cash Flow Trends
  • Revenue Patterns
  • Customer Behavior
  • Credit Worthiness + Risk Assessment
  • Client Satisfaction + Retention

With Finli, you can give borrowers
the tools they need to be successful.

Tools SMBs get...

  • Professional Invoicing
  • Digital Payment Processing
  • Quote Management
  • Autopay Option
  • Inventory Management
  • CRM + Communications

Insights your FI gets...

  • Cash Flow Trends
  • Revenue Patterns
  • Customer Behavior
  • Credit Worthiness + Risk Assessment
  • Client Satisfaction + Retention

Let's elevate your FI's performance and growth.

With Finli, your FI can…

  • Attract and retain customer relationships
  • Identify new revenue opportunities
  • Grow core business deposits

Ready to streamline covenant monitoring processes?​​​

With Finli, your FI can…

  • Streamline your operations by accessing all of your SMB client insights in one platform
  • Reduce costs by eliminating the need for multiple tools and services