
The Importance of Leveraging Business Insights to Understand Your Customers
Understanding small business customers goes far beyond reviewing basic account activity and annual financial statements. The institutions that thrive are
Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.

Understanding small business customers goes far beyond reviewing basic account activity and annual financial statements. The institutions that thrive are

The small business banking relationship is slipping away from traditional financial institutions. Many banks still measure their success in this

Small business owners seeking SBA loans have faced a dramatically different landscape since early 2025. After years of relaxed lending

When a Financial Institution launches a new service or product, they pour millions into development, marketing campaigns, and extensive staff

Although the Fed is still expected to cut rates by year-end, but this won’t exactly ease the challenging SMB financing

Today’s financial institutions face an unprecedented challenge: verifying new customer identities when AI can forge documents, create synthetic photos, and

Banking-as-a-Service (BaaS) allows businesses, such as fintech companies or other third parties, to integrate and offer financial services (like payment

If you’ve ever connected your business bank account to QuickBooks, authorized Stripe to process payments, or linked your accounts to

The small business banking sector has a secret that’s costing financial institutions millions in lost opportunities and damaged client relationships.

Financial institutions are constantly seeking ways to better understand, serve, and retain their SMB clients. The promise of “business insights”
Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.

Understanding small business customers goes far beyond reviewing basic account activity and annual financial statements.

The small business banking relationship is slipping away from traditional financial institutions. Many banks still

Small business owners seeking SBA loans have faced a dramatically different landscape since early 2025.

When a Financial Institution launches a new service or product, they pour millions into development,

Although the Fed is still expected to cut rates by year-end, but this won’t exactly

Today’s financial institutions face an unprecedented challenge: verifying new customer identities when AI can forge

Banking-as-a-Service (BaaS) allows businesses, such as fintech companies or other third parties, to integrate and

If you’ve ever connected your business bank account to QuickBooks, authorized Stripe to process payments,

The small business banking sector has a secret that’s costing financial institutions millions in lost

Financial institutions are constantly seeking ways to better understand, serve, and retain their SMB clients.