
Why Small Business Clients Disengage Between Onboarding and Year Two
Financial institutions invest significant resources to acquire small business clients—from marketing campaigns and sales efforts to extensive onboarding processes. Yet
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.

Financial institutions invest significant resources to acquire small business clients—from marketing campaigns and sales efforts to extensive onboarding processes. Yet

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

Real-time business intelligence that enables relationship managers to anticipate client needs reduces churn by 18 percent. Banks that achieve this

Your small business borrowers face a problem that directly threatens your loan portfolio: 64% of invoices are paid late, creating

Financial institutions face mounting pressure to offer sophisticated digital services that match customer expectations while competing against fintech startups and

Your institution loses more than transaction fees when small businesses use external payment processors. You lose relationship depth, cross-selling opportunities,

Financial institutions need fintech partners who stay on the cutting edge of technology and continuously roll out valuable new features.

Your community likely includes a diverse mix of businesses—sports clubs, construction companies, professional services firms, property management companies, and service-based

When financial institutions empower small businesses, the economic impact extends far beyond individual transactions to strengthen the very communities they

78% of small business owners report that cash flow management keeps them up at night more than any other financial
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.

Financial institutions invest significant resources to acquire small business clients—from marketing campaigns and sales efforts

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

Real-time business intelligence that enables relationship managers to anticipate client needs reduces churn by 18

Your small business borrowers face a problem that directly threatens your loan portfolio: 64% of

Financial institutions face mounting pressure to offer sophisticated digital services that match customer expectations while

Your institution loses more than transaction fees when small businesses use external payment processors. You

Financial institutions need fintech partners who stay on the cutting edge of technology and continuously

Your community likely includes a diverse mix of businesses—sports clubs, construction companies, professional services firms,

When financial institutions empower small businesses, the economic impact extends far beyond individual transactions to

78% of small business owners report that cash flow management keeps them up at night