• How To Find a Business Bank Like A CFO | Ep 2

  • Feb 26 2025
  • Length: 8 mins
  • Podcast

How To Find a Business Bank Like A CFO | Ep 2

  • Summary

  • 🏦 How to Choose the Best Business Bank | Full Send CFO

    🔔 Subscribe for more CFO insights & financial strategies!

    📢 Choosing the right business bank is more than just convenience—it’s about optimizing cash flow, fees, and growth potential. In this episode, we cover:

    ✔️ The biggest mistakes business owners make when selecting a bank
    ✔️ Key factors CFOs consider when choosing a banking partner
    ✔️ Best banking options for small and growing businesses
    ✔️ How to avoid hidden fees and cash flow issues

    ⏱️ Chapters

    00:00 - Introduction: Why Choosing the Right Bank Matters
    00:44 - The Mistake of Googling “Best Business Bank”
    01:25 - Different Types of Business Banks & Their Pros/Cons
    02:00 - Key Criteria for Choosing the Right Bank
    02:47 - The Importance of Customer Service & Relationship Banking
    04:08 - Access to Capital & Business Financing Options
    04:40 - FDIC Insurance, Security, & Fraud Protection Considerations
    05:16 - Best Business Banking Options (Mercury, Relay, Brex, Chase, etc.)
    07:06 - Final Thoughts: Building a Banking Strategy for Long-Term Success

    Key Takeaways:

    ✔️ Don’t rely on affiliate rankings—they prioritize commissions over real needs.
    ✔️ Choose based on business needs—transaction volume, integration, fees & access to capital.
    ✔️ Neo banks offer great UI & low fees, but ensure you have a relationship contact.
    ✔️ Spread funds across multiple banks for operational efficiency & cash security.
    ✔️ Regularly review fees & transfer times—slow money movement can hurt growth.

    📢 What’s your biggest frustration with business banking? Comment below!

    🔔 Subscribe & turn on notifications so you never miss an episode!

    #BusinessBanking #FullSendCFO #CashFlowManagement #FinanceTips #Entrepreneurship

    Thanks for listening! Come Say Hi!

    Full Send | Accounting & Data

    LinkedIn: Roman Villard, CPA
    X: @FullSendCPA
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