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Turn SMB Data Into Financial Insights That Drive Growth

9Spokes helps banks, fintechs, and merchant aggregators transform consented SMB data into actionable financial insights. Use connected banking, cashflow, merchant, credit card, and business app data to deepen customer relationships, identify risk, and uncover growth opportunities.

Male customer with banker and 9Spokes product screens
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THE 9SPOKES PLATFORM

One Platform. Two Connected Experiences. Better SMB Relationships.

 9Spokes is a white-label open banking data platform that transforms complex, consented business data into clear insights. By aggregating consented data from banking, merchant, credit card, cashflow, and business app sources, 9Spokes helps banks, fintechs, and merchant aggregators deliver a more useful digital experience to SMB customers while giving internal teams the insight to manage risk, personalize engagement, and grow share of wallet.

Platform

SMB FINANCIAL HUB

A White-Label Financial Dashboard That SMB Customers Will Use

The SMB Financial Hub gives small business customers one place to understand their financial position across cashflow, accounts, merchant activity, credit cards, and connected business apps, like general ledger, sales platforms, marketing performance, including social media ad tracking, and more. Delivered through your digital channels and under your brand, it transforms real-time data into intuitive dashboards and automated insights that help SMBs make faster, smarter financial decisions.

CUSTOMER INSIGHTS HUB

Portfolio Intelligence for Stronger SMB Relationships

The Customer Insights Hub gives business banking, credit, product, marketing, and lending teams a clearer view of SMB customer health across the portfolio. With visibility into customer needs, risk signals, wallet share, and growth opportunities, teams can prioritize outreach, personalize support, and act earlier when customers need attention. 

SMB
Insights

POWERFUL FEATURES

Discover the full range of exceptional functionalities

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Multi Bank
Cashflow
General Ledger
Merchant
Business Apps
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Credit Card
Pulse-homepage

Elevate your customers' digital financial experience by harnessing the strength of actionable insights

WHY 9SPOKES FOR INDUSTRY LEADERS

Driving Insights and Innovation for SMBs

9Spokes partners with banks, fintechs, and financial institutions to deliver unparalleled value to their SMB customers by providing vast insights and driving digital transformation in the competitive business banking market.

Seamless Brand Experience

Empower your business with a fully white-labeled platform that integrates seamlessly into your existing online presence, preserving your brand identity and digital vision.

Trusted, Enterprise-Grade Platform

Our platform scales effortlessly to serve major financial institutions like Bank of America, delivering proven reliability and expertise for your business.

Unmatched Data Security & Integrity

Achieve the highest standards of data security with ISO certification and direct API connections, eliminating screen scraping for guaranteed accuracy and integrity.

Fueling Rapid Digital Transformation

Our strategy focuses on creating a compelling working capital health proposition by seamlessly integrating solutions from multiple vendors, helping you stay ahead in a fiercely competitive market.

Meeting Evolving Customer Needs

Whether you seek integrated solutions or a Single Sign-On (SSO) platform, our proven capability empowers us to tailor and embed experiences that perfectly align with you and your customers.

Consented Data Connectivity

By bridging the data gap between SMBs and bank relationship managers, we enable deeper insights into customers' financial health, attracting new clients and enhancing relationships.

TESTIMONIALS

Unlocking Insights, Strengthening Relationships, Delivering Value

“The insight and data integration upgrades create incredible convenience for entrepreneurs to manage their businesses’ complete financial picture.”                                                                            

Head of Small Business Banking

“The seamless data visualization and integration tools empower small businesses to make informed decisions with a clear, real-time view of their financial performance.”

Small Business Advisor

“The partnership we have signed with 9Spokes is merely the beginning of what we know will lead to enhanced experiences and benefits to our business customers.”

Group Business Director

Ready to Get Started?

Ready to take your financial institution to the next level? 

Explore how 9Spokes can help you get the most from data insights and build better value and experiences for your customers. 

Request a personalized demo to see how 9Spokes can help you achieve your business goals.