Self-Service Advisory
Advise Every Business Client — at Scale
Many SMB and middle market clients never get a proactive call from their banker or broker. The Digital Advisory Hub gives them personalized guidance, useful tools, and a way to reach you whenever they’re ready.
Why Financial Institutions Need a Scalable Advisory Program
Help every client grow their business, not just the ones on a banker’s calendar.
Reach every client
Thousands of SMB and commercial relationships, consistently.
Improve decisions
Insights and guidance clients can act on.
Strengthen relationships
Show up year-round, not just when you need something.
Increase efficiency
Scale advice without adding headcount.
Unlock growth
Surface opportunity across the whole portfolio.
Digital Advisory Hub Supports Clients 24x7
Clients have a single destination for personalized advice and resources. Best practices, advisory tools, webinars, or time with their banker — all in one place.
- Advisory tools
- Resource hub
- Book a banker
Build a Continuous Advisory Program
Combine always-on digital experiences with human expertise at the moments that matter.
Digital Experiences
1 : MANY
- Best practices & industry insights
- Fraud Risk Webinar
- Cash Flow Guide
- Educational videos & articles
- Cash Cycle Analyzer
- AI recommendations & next best actions
Human interactions
1 : 1
- Cash Cycle Consultation
- Annual Relationship Review
- Fraud Workshop
- Schedule Time with Banker
Stay top of mind all year — and catch opportunities as they appear.
Three Ways to Deliver Advice at Scale
1
Always-On Advice
Reach every client with content that educates.
- Articles, guides, and best practices
- Webinars and recorded videos
- Industry insights and trends
2
Personalized Experiences
Advice tailored to each client’s business.
- Digital advisory tools and assessments
- Personalized scorecards
- AI-powered recommendations
3
Human Expertise
Connect clients to the right person when they’re ready.
- Schedule a banker or specialist
- Request a consultation
- 24/7 advisory hotline
Configure Your Hub
Combine any mix of content, tools, and ways to connect.
- PDFs and presentations
- Guides and white papers
- Templates and forms
- Excel and Word resources
- Educational videos
- Live and on-demand webinars
- How-to walkthroughs
- Expert interviews
- Fraud Risk Analyzer
- Cash Cycle Analyzer
- Growth Assessment
- Payment Optimization
- Schedule time with a banker
- Request a consultation
- 24/7 advisory hotline
- Specialist referrals
- Government resources
- Industry associations
- Partner solutions
- Calculators and tools
Deliver the Right Experience to the Right Audience
- Public Digital Hub
Open to all, no login required.
- General education and brand awareness
- Lead generation and campaigns
- Best for prospects and communities
- Personalized Client Portal
Secure login for tailored experiences.
- Assign tools and content by client or segment
- Track completion, results, and engagement
- Best for existing SMB and commercial clients
Give clients self-service advice. Equip your team with the insights to grow relationships.
