Mike, owner of Sol Accounting, has big plans for his small, but growing firm.
Mike's commercial banker notices that each year Mike’s balance is low just before tax season. “Adding a temp office would help him scale faster. I will see if he needs help with that,” he says.
Mike asks his bank for advice on investment management. He’s surprised when his banker visits him at his office and is able to bring the bank to him using a tablet.
Sol Accounting just acquired a small accounting firm of 15 people. Mike applies for a $30,000 loan for laptops for his new staff. He's approved instantly!
Mike is rarely in the same place for long. From a variety of devices, Mike can grant new employees additional rights to access account info, transact business and approve wires.
Mike is notified about a brand new wealth management product from his bank. Mike begins long-term retirement and succession planning.