Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Finli is a certified B Corporation dedicated to eliminating the access gap between small and medium-sized businesses (SMBs) and financial technology.

By providing a comprehensive and secure platform, Finli serves as the digital back office for thousands of business owners. We partner directly with financial institutions to help them grow deposits, offer competitive digital business services, deepen relationships with their clients, and identify lending opportunities.

How they describe their product/innovation: Through our FI Dashboard, we help financial institutions deepen relationships with small business clients and remain competitive with sleek digital solutions provided by NeoBanks and Megabanks. FI’s get access to real-time business health insights and get notified about lending and sales opportunities.

The SMB platform offers users an entire digital back office. The suite of tools is complete with invoicing + quoting tools, customer and inventory management systems, and a digital payments engine that settles deposits directly into your institution.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Lori Shao (Founder & CEO), lori@finli.com, 866-343-4654
Press: Mackenzie Bressie (Head of Operations), mackenzie@finli.com, 707-743-3412