CFO in your pocket: Becoming a trusted advisor for SMB clients

Banks have an opportunity to not just offer products, but to serve as a business advisor to their SMB banking customers. SMB owners want banks to help them grow their business, help them be financially stable, help them save money and invest for the future.

By analyzing financial transaction data, banks can discover a holistic view of their SMB banking customers' cash flow and business performance. This can help banks provide higher-value advice and serve as trusted advisors and proactive business partners to their SMB banking clients.