Web Portals to Serve SMB

Financial Institution Online Big Data Platforms

to Serve and Acquire Small Business Customers.

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FINANCIAL INSTITUTION CHALLENGES

Financial institutions face significant challenges when working with small businesses. The successful FI must find solutions to differentiate its small and medium-sized businesses (SMB) value proposition, become more efficient, and serve a diverse array of small business customers.

Value for financial institutions that implement big data for small business customers

Implementing big data insights for SMB customers using SizeUp FI provides FIs significant value and solutions to challenges they are facing.

Comprehensive SMB Services

DIFFERENTIATED TOOL FOR FIs

SizeUp FI has different offerings with unique data mash-ups and customization. Each FI can have it’s own unique implementation of SizeUp FI.

Comprehensive SMB Services

INDIVIDUALIZED, CUSTOMIZED SERVICE

FIs can finally provide a valuable and individualized service to all SMB customers without limitation by industry, size, or location.

Beign a Destination

COMPETE OUTSIDE OF “ME TOO” FI OFFERINGS

SizeUp FI delivers competitive advantage for FIs outside of highly competitive and regulated core industry offerings.

Beign a Destination

HELPS FI’S CUSTOMERS SOLVE PROBLEMS

The offering creates a “halo effect” for the FI because it provides insights SMBs would unlikely ever get/understand/afford individually.

Land Grab

INTRODUCE AND SELL FI PRODUCTS & SERVICES

SizeUp FI provides a range of value through entire business lifecycle (e.g. feasibility, launch, grow, expand, replicate) and enables the FI to introduce the FI’s products/services through SizeUp during these key lifecycle inflection points.

Innovation, confusion, and ignorance

BOOST CUSTOMER ENGAGEMENT WITH SMBs

FIs are able to deliver customized content in real time. It also fosters a “sticky” relationship because industry rankings are always changing so customers have to come back to FI website for updates. This also leverages the psychological competitiveness of entrepreneurs.