CU 2.0 Fintech Friday: Tally St

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Tally St to discuss all things credit union, fintech, and digital innovation.

This is our chance to chat with the people who push our industry forward. They bring new techniques, new technologies, and new points of view to the scene. (And we promise, we’ll try to avoid digital distractions for your credit union’s CEO!)

Introducing Tally St

Tally St serves as a virtual analyst that offers critical insights, such as

  • Understand business risks
  • New sales, sales averages, and repeat sales
  • Which customers are likely to churn
  • Which accounts are shrinking
  • Forecast of accounts receivable
  • Customer acquisition costs and lifetime value

SMBs can take advantage of Tally St’s services to make better business decisions and anticipate problems before they happen. Plus, with assistance in improving collections performance, they can help organizations improve the accuracy of cash forecasts by 300%.

All of this comes in easy-to-use, no-configuration, no-dashboard software. It connects to Quickbooks online, Desktop and Enterprise to analyze your data and then send reports.

Credit unions can provide Tally St as a value-added service to their business accounts. It fits a common need for SMBs that are trying to grow and optimize their business.

If this sounds like an intriguing credit union–fintech partnership, check out the video and Tally St snapshot below!

Tally St Snapshot

Here’s a quick look at the basics of Tally St. Check out what they and others are saying about their place in the market.

Top 3 Problems Solved

  1. Grow B2B sales
  2. Increase cash flow
  3. Understand business risks

Tally St Co-founder: Steve Frank

Tally St Market Strategy

Credit unions, CPA networks, fractional CFOs, and B2B.

Tally St in the News

Is your A/R giving you any credit?

Tally St joins AICPA startup accelerator

Interested in seeing more fintech entrepreneurship? Check out the CU 2.0 fintech infographic, Death by 1,000 Cuts. You can see firsthand the impact fintechs have had on the credit union industry, as well as how fintech innovation can improve your income statement, balance sheet, interest margin, services, and more.

Credit Union 2.0 believes fully in the power of credit union and fintech partnerships. With the shared goal to redefine multifaceted financial services models look like to members, more credit unions are looking to partner with forward-leaning fintechs.

If you want to learn more about credit union–fintech partnerships, click here.