Features & Benefits
SMBs: Cashflow Forecasting
12 Month Cash Flow Forecast
SMBs: Customized Advice & Guidance
Tailored "CFO-like" Insights to Assist SMBs in Financial Guidance
SMBs: Industry Benchmarking
Leveraging IRS tax returns to benchmark financial performance against local competitors. Comparison includes businesses with the same NAICS Code, revenue band, and geography (Zip Code, County, City, State)
SMBs: Financial Event Planning
Ability to plan out future scenarios and show impact on cash on hand to make better informed decisions
SMBs: Business Valuation
"Zillow-like" estimate of their business to better plan for key life moments like business exits and succession planning
FIs: Next Best Action Insights
Automated cross sell leads by group or per client basis to assist your front line bankers to proactively reach their clients with the next best product
FIs: Campaign Builder
Send custom alerts and product campaigns to a tailored audience of SMBs
FIs: Aggregate SMB Portfolio Dashboard
Calculate wallet share & sort through alternative SMB data sets to build your own marketing lists