Not meeting customer needs, leads to attrition. Particularly when non-bank apps are aggressively targeting this growing small business segment.
The Challenge
Retaining and winning small business relationships while the gap between what they expect and are offered by financial institutions widens.
Learn more and watch The Financial Brand Brand’s Jim Marous, Ron Shevlin from Cornerstone Advisor and Bottomline’s Norm DeLuca discuss how to proactively engage with small business clients. and provide a new level of service that deepens relationships.
Learn more
Autobooks seamlessly integrates into Bottomline Digital Banking IQ™, unifying the digital experience for small businesses from the very start.
INVOICING
Give your SMB clients the ability to send professional invoices
Now your small business clients can send their customers a professional online invoice or estimate right from your online or mobile banking – powered by Bottomline.
For added flexibility, SMBs can easily set up recurring invoices, payment/past due reminders, and additional sales tax rates.
PAYMENT FORM
Offer SMBs and nonprofits a way to accept online or in-app payments
Businesses and nonprofits are provided with a unique link to their own secure payment form — which can then be shared with paying customers. Links can be sent via text or email, or even pasted into a web page.
The payment form can also be accessed directly in-app — making it fast and convenient to accept a payment on the spot.
AUTOBOOKS PRODUCT SUITE
A complete small business solution, inside Bottomline Payments and Cash Management.
Autobooks is so much more than just payments and invoicing. The full suite — available with your Bottomline Payments and Cash Management platform — also includes financial reporting, payables, and accounting functionality.
Empower your small business clients to fully manage their business directly from your existing digital banking channels.
AUTOMATED ACCOUNTING
Real-world accounting that’s designed for your SMB clients — not their accountants
Offer your small business clients an alternative to managing their books via pen and paper, spreadsheets, or complicated third-party applications — all available directly inside Bottomline’s digital banking channels.
Now SMB owners can stay on top of things with an easy-to-use accounting product built especially for them.
Smart Banks Can Win in Small Business Podcast Series
Norm DeLuca, General Manager, Bottomline
Norm DeLuca, General Manager Digital Banking Solutions Group, at Bottomline discusses why “this time is different” in terms of digital acceleration and the opportunities that small businesses present, including what banks must do to act on these opportunities right now.
Derik Sutton, VP Marketing, Autobooks
Derik Sutton explains why optimizing cash flow is the number one thing small businesses need from banks during the pandemic crisis — and any other time — and what financial institutions should be doing to get there.
Brett King, Co-Founder, Moven
Brett King, co-founder of neo-bank Moven and host of the world’s first and #1 ranked radio show on FinTech, “Breaking Banks”, explains how institutions must eliminate friction in order to improve the integration or embedded nature, of banking in business customers’ lives.
GET IN TOUCH
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