
Q1 Conversations Set the Tone for Strong Small Business Relationships in 2026
This January marks a critical decision point for your small business clients. They’re wrapping up 2025 taxes, evaluating which vendors
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.

This January marks a critical decision point for your small business clients. They’re wrapping up 2025 taxes, evaluating which vendors

Nearly half of small business owners started their companies with limited or no financial literacy. They knew their craft, whether

Small businesses are generating deposits every day. The question is whether those deposits are landing at your institution or somewhere

Over 40% of small businesses face slower customer payments during Q4 and into Q1, creating cash flow gaps that threaten

Only 26% of small business owners feel completely confident about their tax filings. The rest of your small business clients-are

The traditional approach to small business banking has focused on products: checking accounts, loans, merchant services. Each lived in its

Your small business clients face heightened fraud risk during the final weeks of the year, and most don’t realize it

Your small business clients are entering the final stretch of Q4 with a familiar challenge: outstanding invoices waiting to be

Your small business clients are ending 2025 exhausted and paying an average of $340 monthly for disconnected financial tools that

Traditional banking data tells you what happened. Real-time operational intelligence tells you what’s happening right now and what’s likely to
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.

This January marks a critical decision point for your small business clients. They’re wrapping up

Nearly half of small business owners started their companies with limited or no financial literacy.

Small businesses are generating deposits every day. The question is whether those deposits are landing

Over 40% of small businesses face slower customer payments during Q4 and into Q1, creating

Only 26% of small business owners feel completely confident about their tax filings. The rest

The traditional approach to small business banking has focused on products: checking accounts, loans, merchant

Your small business clients face heightened fraud risk during the final weeks of the year,

Your small business clients are entering the final stretch of Q4 with a familiar challenge:

Your small business clients are ending 2025 exhausted and paying an average of $340 monthly

Traditional banking data tells you what happened. Real-time operational intelligence tells you what’s happening right