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SMB FINANCIAL HUB

Your digital banking insights platform with real-time performance data.

Powered by open data, deliver a modern interface featuring banking, cashflow, and business insights for your customer and consented access to real-time performance insights for you.

Female SMB staff checking on merchandise and 9Spokes Business Apps tiles

Why Financial Organizations Choose 9Spokes

White-labeled icon

White-labeled tools that address core small business pain points.

Tracker icon

Easy-to-use trackers for your small business customers.

Real time icon

Pair real-time consented business data with transactional banking data to unlock new insights.

Relationship manager icon

Enable relationship managers to better service their portfolio customers.

Viewport of 9Spokes Banking

Banking

Deliver a sleek small business digital banking interface that makes them keep coming back. Increase retention by enabling customers to:

  • Aggregate cash balances across all connected bank accounts.
  • See upcoming scheduled transactions.
  • View top 5 payees and payors.
  • View credit card spending and outstanding loans.
  • See both business and personal accounts.
Viewport of 9Spokes Cashflow

Cashflow

Help your customers to manage their cash flow by connecting their general ledger data. Small businesses can: 

  • Understand current cash position based on banking and general ledger data.
  • See cashflow against a budget set.
  • View transactions impacting cashflow position.
  • Use Kanban or calendar view to change the due date for bills and invoice to evaluate the impact on cashflow position.

Cashflow

Help your customers to manage their cash flow by connecting their general ledger data. Small businesses can: 

  • Understand current cash position based on banking and general ledger data.
  • See cashflow against a budget set.
  • View transactions impacting cashflow position.
  • Use Kanban or calendar view to change the due date for bills and invoice to evaluate the impact on cashflow position.
Viewport of 9Spokes Cashflow
Viewport of 9Spokes Business Apps

Business Apps

Offer customers a way to get a consolidated view of the apps they most commonly use with curated insights. 

  • Select Sales & Marketing apps to view insights within the bank's online banking portal.
  • Understand all key business metrics in one place.
  • Potential for expanded data relationships, as customers consent to data, flows to the platform, e.g. targeting product offers.
  • Allow customers to connect their apps from key categories including marketing, sales, social media, eCommerce, and more.

Some of the 40+ tiles powered by app data endpoints.

Tile showing Inventory Value
Inbound payees
Tile showing Staff Wages Graph
Tile showing Inbound Leads
Tile showing Payouts Summary
Tile showing Sales Revenue
Tile showing Today's Balance
Tile showing multiple People on Leave
Tile showing Overall Impressions
Tile showing Accounting Balances
Tile showing Last Pay Run
Tile showing Outbound Payees
Tile showing Settlement Summary
Tile showing Source of Visitors
Tile showing Product Performance

Interested in future-proofing your digital banking platform?