Full Send CFO

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


Listen Later

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

đź”” 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!

đź”” 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
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel

...more
View all episodesView all episodes
Download on the App Store

Full Send CFOBy Roman Villard, CPA