Are you there for your SME customers when they need you?
Lending margins are melting, while your business customers are facing certain money moments when they would require your help. Are you able to spot them? It is time to provide them valuable and actionable insights about their finances.
SME FACTS
More than half would pay for personalised financial management services
Would turn to nonbanks if their bank is not able to address their pain points
in revenue streams could be opened up delivering value added services
How Finshape can have you covered?
Drive engagement
Develop a regular and valuable connection with your customers through swipeable stories
Sell smart, sell digital
Use proactive and actionable nudges to find the right sales context and keep customers informed
Go live in no time
Leverage on the applied add-on approach and go live within 2 months.
Impress your customers and benefit from automated financial stories
Calculate and show your small- and micro business customers the most relevant insights about their finances on daily, weekly and mounthly basis.
Business insights
Business insights
Clear and informative stories about the company’s finances
- Revenue flow chart
- Expense categories
- Customer habits
Predictable finances
Predictable finances
Reilable and useful stories about expected money matters
- Recurring payments notification
- Overdue account recievables report
- Balance forecast
Proposed actions
Proposed actions
Relevant and contextual nudges to improve financial health with products
- Time to secure in investments
- Extend opportunities with a loan
- Mitigate cash shortage with factoring
50%
5
extendable data points
Financially conscious customers
Stronger relation and reliance
Relevant sales offers on time
