Offer

The FINSYNC Partner Portal is an engaging platform that empowers you to offer every small business customer a solution for payments, payroll, accounting, or cash flow management. They can be current customers or prospects. You can invite them to connect through FINSYNC when they come to the branch or when you visit their business. By offering FINSYNC to your customers, you can tackle specific pain points like creating digital payments, calculating payroll taxes, and producing financial statements.

Connect

In less than two minutes, you can invite a new small business customer to connect with you through FINSYNC, recommend the appropriate FINSYNC plan type that solves their business needs, and share videos that highlight the benefits of FINSYNC. This streamlined approach ensures your customers benefit from the initial momentum of your conversations about FINSYNC and how it can help their business grow.

Serve

Serving your customers is about meeting them where they are. Allowing them to dictate the speed and path of the journey. The Partner Portal streamlines this process for you because your customers can choose to watch the videos and onboard without a demo. However, if you have specific notes about serving this customer better, you can include that in your invite, and those notes will only be seen by FINSYNC.

Save

The Partner Portal saves your customers time and money in two ways, first, by offering immediate access to the FINSYNC platform through an accelerated onboarding process. Second, it helps small business owners grow their businesses more effectively with better processes around payments, payroll, accounting, and cash flow management.

As the driving force behind this innovative platform, you take on a pivotal role in the eyes of your customers. You can provide tailored solutions that cater to each customer's unique financial needs, building trust and fostering lasting relationships. The Partner Portal helps you directly contribute to your business customer's success.