Every business has small business roots
Small businesses make banking decisions at the very start — and those choices last. On average, business owners keep their primary banking relationship for nearly seven years. Jupid helps your FI be there at the beginning, turning early moments into long-term, mutually beneficial partnerships.
Choose the path that fits your small business strategy.
Every financial institution's is different.
That's why Jupid is modular.
You can start with the component that delivers the most value today — whether that's new business acquisition, activating existing clients, or embedding accounting + tax. As your priorities evolve, add other modules seamlessly. All are powered by AI-native tools, making setup fast for you and effortless for business owners.
Win new business at incorporation
When entrepreneurs incorporate, they're often guided into bundled bank accounts from outside platforms. With Jupid's AI-native incorporation tools, business owners can form their LLC in minutes — as a self-service experience online or even directly in your branch.
This combines incorporation and banking under your brand, making your FI their first choice — and most likely their lasting one.
Deepen relationships with embedded services
For today's small business owners, accounting and tax filing are table stakes — not nice-to-haves. Yet most FIs stop at the account, leaving clients to turn to outside platforms. That means lost engagement, fragmented data, and missed revenue opportunities.
With Jupid, these services come inside your digital banking: real-time accounting, seamless tax filing, and refunds flowing through your FI. More than insights, it's critical, two-way communication that keeps business owners connected to their finances — and to you.
Convert existing consumers into business clients
1 in 4 of your consumer clients already runs a business, often using personal credit cards. Jupid helps you turn those hidden businesses into official business banking relationships — separating finances, building credit, and giving them better tools.
For your FI, it's a low-cost path to expanding your share of business relationships, while generating additional non-fee revenue through ongoing subscriptions.
