Give Your Small Business Clients Smarter Solutions
Banks risk losing up to 89% of small business clients to emerging fintech competitors.
It’s all about collaboration and Beyond is here to support every step of the way.
To ensure a successful go-to-market launch, we’ll align your financial institution’s marketing team with ours to coordinate on key milestones and deliverables.
Together, we’ll review and refine co-branded materials, making sure the messaging is aligned, the design feels right, and everyone is fully comfortable with the plan and agreed-upon tactics.
We’ve made it simple and seamless. Each financial institution is assigned a unique tracking code within our system. You’ll receive a personalized URL with this code, making it easy to monitor referrals in real time.
Beyond also sets up a dedicated partner portal, giving you access to custom reports that track referral activity and commission earnings – no additional effort required on your end. We handle the setup and provide all the tools you need.
Not at all. That’s the advantage of partnering with Beyond for payroll and employee management services. There’s nothing to purchase or install – we handle everything for you, ensuring a smooth and hassle-free experience from start to finish.
Absolutely. At Beyond, we’re committed to delivering a white-glove experience – resolving issues promptly and supporting your clients with the highest level of care. When a referral comes through, our team acts quickly and professionally, ensuring your institution is represented with the service excellence you expect.
We’ve got it covered! We understand the importance of security and compliance. From SOC 2 Type 2 audits to up-to-date financial reports, we’ll provide all the necessary documentation to ensure a smooth review process. Rest assured, we’ll work closely with you to address any concerns and ensure everything meets your institution’s standards.
