Finli's turnkey, fully white-labeled financial education program puts your institution in front of small business owners at the moment they're looking for help — not a pitch. It's the most effective top of your business banking funnel, and it's CRA-qualifying by design.
Built by Finli — a Certified B Corp supporting small businesses nationwide.
Small business accounts bring low-cost core deposits, primary-bank status, treasury and payments revenue, and the earliest visibility into lending needs. Every institution wants them — which is exactly why the usual playbook has stopped working. Owners are over-solicited, under-served, and loyal to whoever helped them last.
Finli built its education program alongside our digital back-office platform because we learned this firsthand: adoption fails without understanding. Owners need the why and the how-to before any tool, account, or product matters. The bank that teaches them becomes the bank they call.
We manage everything — curriculum, registration, hosting, reporting — under your brand, to your approval, slide by slide. Your team focuses on the relationships. You own every recording, every registrant, and every lead.
60-minute sessions, monthly or regional cadence, from a 14-module library with industry-vertical tracks. Cash flow, getting paid faster, fraud defense, leveraging AI, and more.
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 bankers inside the owner's world — with problem-based positioning, not product scripts. Their hours count as qualifying service time.
Registration, attendance, LMI and demographic verification, banker engagement hours — compiled to your CRA team's exact specs and delivery format.
Post-session debriefs surface warm leads, poll insights, and engagement signals. Optional branded community and banker 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 manages registration, outreach, live production, and Q&A. Your bankers participate as SMEs, panelists, and watch-party hosts — the roles that build relationships and earn service hours.
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.
From national banks to credit unions to county economic development — the same program, tailored to each institution's market, brand, and compliance standards.
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.
Financial education delivered on the philanthropy side, paired with Finli platform licenses gifted to participating businesses — because teaching cash flow works best when owners get the tools to act on it. Content stays strictly educational and product-neutral, delivered alongside 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 institution below — or grab time on our calendar — and we'll walk you through them.
Vertical-by-vertical playbooks that show your bankers what's keeping each owner up at night — with problem-based solution positioning instead of product scripts.
The how-to for standing up your institution'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. Grab time on our calendar directly, or send the form below and we'll come to you.
Finli's founding team will reach out within one business day — and will share the banker guides and launch playbook with your team. Want to lock in a time right now? Pick a slot on our calendar.
Prefer to reach out directly? lori@finli.com · (213) 887-0571
