White Paper: Satisfying CRA Requirements with Finli

Make a Difference in Your Community

The Community Reinvestment Act (CRA) offers Financial Institutions (FIs) a unique opportunity to support economic growth in low- and moderateincome (LMI) communities. Finli partners with FIs to provide seamless compliance tracking and data reporting for CRA-qualifying activities, particularly those that empower Small-to-Medium Businesses (SMBs) in underserved areas.

By leveraging Finli’s suite of digital tools—secure online payments, digital invoicing and quotes, client relationship management, and price and inventory tracking—FIs can boost CRA credits through scalable, impactful services. This paper outlines Finli’s features that support CRA compliance, helping prospective FI partners see the clear value in using Finli to meet CRA objectives.

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