Introducing Tarci for Financial Services
Our advanced new suite of SMB data modules, Tarci for Financial Services, is designed to inform sales, marketing, risk, and retention strategies for a variety of financial services.
By combining accurate, up-to-date SMB profiles with data-derived insights, we have developed a suite of modules that identify SMBs with specific financial services needs arising as a result of different catalysts and life cycle events.
The following data modules are currently available within the Tarci for Financial Services suite, and the suite will continue to grow.
Profiles identified:
SMBs that could benefit from uninterrupted cash flow to keep operations running smoothly – whether it’s for payroll, inventory, or other time-sensitive needs
Examples:
- A retailer that wants to bring in additional inventory for an upcoming holiday season
- A manufacturer that needs to pay new employees while they are in training
Profiles identified:
Growing SMBs that could benefit from a significant injection of capital – whether it’s for financing new assets, purchasing or renovating property, or other business growth needs
Examples:
- A restaurant opening a new location that needs new kitchen equipment
- A healthcare center with expanding services that wants to fund an equipment loan program
Profiles identified:
SMBs with changing payments needs that could benefit from new merchant services to increase business efficiencies and lower effective costs.
Examples:
- A bike shop with multiple locations now offering online shopping that could use an ecommerce solution that syncs inventory
- A veterinarian practice now offering house calls that could use the ability to take mobile payments
Profiles identified:
SMBs that have new or increased business outside of their domestic market and that could benefit from support in managing foreign exchange risk
Examples:
- A wholesaler that is accepting new currency and shipping internationally
- An expanding automotive repair network that sources parts globally
Profiles identified:
SMBs with increasingly complex domestic or international banking needs that would benefit from additional business banking support to manage their operations
Examples:
- A new subsidiary that will require a separate business checking account from its parent company
- A growing retailer that could use a high interest account to save tax installments
Profiles identified:
New businesses that will need basic business banking functionality
Examples:
- A manufacturer that has just incorporated the business
- A newly registered business that is setting up its first ecommerce website
Profiles identified:
New and growing businesses that need to better manage spending
Examples:
- A SaaS provider that has just hired a remote sales team
- A landscaper that has expanded their service area
Profiles identified:
SMBs with expanding domestic or international operations
Examples:
- A wholesaler that purchases goods from foreign countries
- A retailer that is opening locations in new states
Profiles identified:
Businesses in need of a vendor payments solution
Examples:
- An ecommerce business that pays affiliates in multiple countries to promote its products
- A manufacturer with a growing product line and an increasing number of parts suppliers
Profiles identified:
Steady and healthy SMBs with high lifetime value (LTV)
Examples:
- A dental clinic that has opened multiple locations
- An online retailer with significant web presence growth year over year
True data to drive strategic action
Tarci’s continuous intelligence engine draws from a wide range of external data sources to create dynamic SMB profiles that are refreshed weekly.
We monitor those profiles not only for change, but also for any correlating trends that follow.
This unique new approach to parsing and interpreting SMB data accurately reflects the dynamic nature of the activity in the marketplace, and lets you act on changes in real-time.
To learn more about any of the Tarci for Financial Services modules, or to find out if there are other modules that may meet your specific needs, please contact us today.
