With The Partner Portal,
Offer FINSYNC in the branch or from the field.
Connect with businesses about their specific needs in less than 2 minutes.
Serve your business customers more efficiently on ONE Platform.
Save your business customers valuable time and money when you offer, connect, and serve through FINSYNC
3 Simple Steps:
Log in to your
Click + New Customerto offer FINSYNC
Your customer or prospect will receive an email invitation to sign up for FINSYNC at a discount.
Make your invites more engaging with video.
Receive notifications when your customers get started with FINSYNC.
Check your customer's FINSYNC status any time, at-a-glance.
Add notes to your invite about your customer's specific needs for FINSYNC to follow-up on your behalf.
Built-in communication tools, alerts and more.
If you're not already using the Partner Portal,
check your email inbox for your personal invite.
Can't find the invite email?
- Visit this page: app.finsync.com/partner/request-password-reset
- Enter your email address
- Click Reset Password
The Partner Portal is how you and your customers can get in sync.
Finances are better when everything and everyone are in sync.
- You will see additional videos to help you get started when you log in.