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 Jack Henry will allow banks and credit unions to deliver Finli’s solution directly to business banking clients.
Assess which Finli partnership package makes the most sense for your organization.
Decide how you’d like your customers to experience Finli within their Digital Banking Experience.
Partner with Finli to market your expanded account services to business clients + go live!
Before launching Finli’s integration through Jack Henry, 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 Jack Henry integration can be customized to meet your needs and preferences.
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, Jack Henry 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.