Small and Medium Enterprise Banking

Enable control over business finances through the aggregation of all accounts in one place, providing the business with a clear picture of their finances

Help your SME clients to keep track of their daily finances accross multiple institutions

Small and medium size-enterprises represent a complex and diverse group of companies and their financial needs differ considerably, depending upon their size and business model.  It is critical for SME’s to gain the time needed to analyse their financial health and, at the same time, be more efficient in their financial operations in order to ensure the growth of their business. Financial institutions and advisers need a tool to help SMEs achieve their business goals.

Simplifying business finances management

Quick cash-flow monitoring

Business owners usually tend to have multiple bank accounts, products and loans; thus needing to keep a close eye on their daily finances to ensure that they keep track of income and payments.

Increase cross-selling

"About 5% to 15% of retail banking customers are small business owners, usually less than half of the people in this group also carry their business accounts with the same institution. Consolidating their entire banking relationship across both retail and commercial products represents a tremendous opportunity, especially since business owners tend to be far more affluent than typical retail customers." (Source: Novantas)

Flexible integration within your existing ecosystem

You can use the eWise platform through our APIs to build and integrate within your ecosystem of digital services; or white-label our Money Management app.

Ready to make business finances management easy?


White label apps

Money Manager and FastBalance beautifully designed apps offer best-in-class user experience on desktop, tablet and mobile. Users get a global view of all of their financial accounts in one dashboard and access powerful Personal Financial Management features.

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Data aggregation

The Aegis platform enables end-users to privately and securely aggregate, store, manage and share their financial information. Leverage eWise's data aggregation platform to easily connect users' bank accounts, credit cards, investments, pension funds, utilities, loans and more.

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api services

API services

Developers can use eWise API services to efficiently build financial apps, leveraging eWise expertise in transaction categorisation, cashflow forecasting and alerting. APIs can be integrated seamlessly within your apps or connect to the Aegis platform to access bank data.

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Accelerating financial services innovation

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