Finli powers your organization's small business engagement — multilingual financial education, real operating tools your community can use, and impact reporting for CRA, grants, and ESG. All under your brand.
Built by Finli — a Certified B Corp supporting small businesses nationwide.
The owners in your community wear every hat — sales, operations, collections, payroll — and lie awake over cash flow, late payments, and fraud. They don't remember who sponsored the gala. They remember who stepped into their shoes and actually helped. The question isn't how to reach them. It's whether your team is equipped to matter to them.
Finli is the solutions architect behind that second column — we build, deliver, and run the entire engagement under your brand, so your organization is the one they remember.
Finli built this suite alongside our own small business platform, and we learned it firsthand: nothing sticks without understanding — not software, not accounts, not good intentions. Education opens the door. Tools make it real. Understanding makes it last. The organization that shows up as a true ally becomes the one owners call — and the numbers show how much they need one.
Your business community already leans on you. Finli makes sure you can deliver.
Capital, stability, and a banker who gets their business.
Programming that earns operating deposits, sticky relationships, and CRA impact data.
Capital when the bank says no — often walking in with a shoebox of receipts and handwritten invoices.
Operating tools that turn shoebox books into verifiable cash flow — fundable businesses found, loans de-risked, portfolio results that unlock your next round of capital.
The public dollars and programs meant to reach them — actually reaching them.
Programs owners actually use — not one more webinar — with independently tracked outcomes, not self-reported surveys.
Real investment in the neighborhoods that power your business.
Community investment that produces adoption and outcomes — ESG numbers, not logos on banners.
Guidance, advocacy, and someone in their corner.
A complete program your team can run without building it — with data that keeps funders funding.
Five components. One partner. Finli manages curriculum, registration, hosting, reporting, multilingual delivery, and platform access — all under your brand. Your team focuses on the relationships. You own every recording, every registrant, every data point, and every lead.
From a single strategic session to a full annual series — 60-minute live webinars from a 14-module library with industry-vertical tracks, delivered in English, Mandarin & Spanish. Sized to your engagement, never the other way around.
Registration and session landing pages, marketing, decks, toolkits, and the replay library are built under your brand and your compliance-approved voice — no Finli logos in sight. This page is ours; your program is entirely yours.
Every session ships with a customizable workbook — 13-week forecast templates, fraud response plans, 30-day action plans — that keeps your brand on the owner's desk.
Quarterly enablement that puts your team inside the owner's world — with problem-based conversation, not sales scripts. Hours count as qualifying community service time.
Registration, attendance, LMI and demographic verification, staff engagement hours — compiled to your CRA team's exact specs and delivery format.
Step into your clients' shoes before the first conversation: how each business operates, its cash cycle, seasonality, tech stack, and what makes or breaks it — from HVAC to flower shops to trucking.
Purchase licenses and give small businesses the platform itself — invoicing, payments, cash-flow visibility. The model a top-five U.S. bank runs in LMI communities across the country today.
8 calculators your small business community can use — cash runway, breakeven, invoicing, and more. Use them on this site or embed them free on yours with one snippet.
Post-session debriefs surface warm leads, poll insights, and engagement signals. Optional branded community and staff office hours keep the dialogue going.
We map your markets, verticals, and CRA priorities, then sequence the curriculum to match — and re-sequence when the macro environment shifts, so your community always hears what's relevant now.
Each session goes through a content review and approval document — objectives, key messages, tone, polls, and citations, slide by slide — before anything appears under your brand.
Finli runs the entire program end to end — curriculum, registration, outreach, live session hosting, tech management, and Q&A — all under your brand. Your team simply shows up to the roles that build relationships: SMEs, panelists, and community conversations.
Post-session debriefs deliver registrants, attendance, engagement, poll results, and CRA workbooks in your preferred format. Toolkits, replays, and office hours carry the conversation forward.
For years we've run financial education as our way of giving back — bridging the access gap for the communities we serve — while building operational technology for financial institutions. We watched banks struggle to win business relationships, and we watched owners struggle to be understood. This program is where those two problems solve each other: a win-win with quantifiable outcomes, and a way for every institution to stand up its own community engagement effort.
Mission and accountability are built into our corporate structure — supporting small businesses across the US is a legal commitment, not a tagline. Verify our certification ↗
Our curriculum comes from operating a small business platform, not a textbook. Real fraud attempts, real settlement timelines, real owner stories.
We live the same cash cycles, fraud attempts, and payroll Fridays as your customers — and teach from that vantage point.
Municipal, state, and federal program experience — and fast contracting paths through approved CDFI-supporting partners.
SOC 2 Type II, structured vendor-risk readiness, and a compliance-first approval workflow refined across large financial institutions.
No product pitches, no investment advice, no required account openings. Public, sourced statistics. Your brand and your credibility, protected.
Banks, credit unions, government agencies, CDFIs — the same complete suite, tailored to each organization's mission, language needs, and reporting requirements.
A year-long financial health curriculum for the bank’s small and micro business community — spanning cash flow forecasting, the payment landscape and how to protect margins within it, streamlining operations with AI, and defending against modern fraud — sequenced to the bank’s markets and priorities, and re-sequenced as the economy shifts.
A top-five U.S. bank purchases Finli licenses and gifts them directly to small and micro businesses in LMI communities across the country — pairing financial literacy programming with the operational tools owners need to act on what they learn. Content is strictly educational and product-neutral, delivered through the bank’s community partners.
New to business services — and suspecting plenty of business owners were camouflaged inside consumer accounts — the credit union needed a way to grow business membership and offer value-add services that actually differentiate. The education series became the launch channel: a reason for owner-members to raise their hands.
A custom financial literacy curriculum delivered for a Southern California county's business communities under a competitively awarded government contract — built for LMI, BIPOC-, immigrant-, and women-owned businesses.
These are the field manuals behind our program. Tell us a bit about your organization below — or grab time on our calendar — and we'll walk you through them.
Vertical-by-vertical playbooks that show your team what's keeping each owner up at night — with problem-based solution positioning instead of product scripts.
The how-to for standing up your organization's own community education effort — from internal buy-in to first session to CRA documentation.
Whether you already run financial education and want it to actually fill your pipeline, or you're starting from zero — it's a free working session, no obligation. The easiest way is to pick a time on our calendar, or send the form below and we’ll sort out a time by email.
This is a working conversation about the small business community you serve: what you’re building, what’s getting in the way, and whether Finli is useful to you — from partnership to plain guidance.
Want to skip the back-and-forth? Book a time directly.
Or reach us at hello@finli.com.
