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Now more than ever, SMBs need support and
guidance from their banks. And now more
than ever, banks stand to lose hard-won SMB
relationships to third-party platforms that
can provide that support and guidance. It's
time to switch to a solution that helps protect,
strengthen, and nourish those relationships for
years to come–one that provides tools that
make life simpler for both SMBs and banks.
Remember: as SMB clients' preferred and
trusted primary banking sources, financial
institutions have the natural advantage. With
historical data at their fingertips, plus the
ability to provide lines of SMB credit, they
have the opportunity to provide a unified set
of critical services in one intelligent solution.
No more juggling apps, no more logging into
multiple websites to view different data–just
one straightforward portal to view and manage
every dimension of their businesses' finances.
"It gives me access to all of my data combined in one place
so that I can make business decisions [more easily]. It also
makes helpful, actionable suggestions based on that data."
- SMB Survey Respondent, 2022
