Elite Perks.
Smarter Operations.
Real Savings.
Finalis members enjoy exclusive access to enterprise-grade services, at a fraction of the cost.
Whether a solo practice or boutique bank with ambitions to scale, businesses have a myriad of needs.
That's why we offer a comprehensive package of support tools and services to handle everything that falls outside the scope of expertise of experienced bankers.
20-50%
reduction in operating expenses thanks to our partnership agreements
10+ hours
saved per vendor review process through streamlined vendor review, negotiation and onboarding
20% faster
deal close rates due to improved service coverage and client confidence
Benefits Categories
Preferred pricing and tailored offers across high-impact categories:
Healthcare
Medical, Dental and Vision Insurance
External Advisors
Consult experienced Tax & Accounting, Valuation Modeling, Due Diligence, Financial Planning
.png)
.png)
Wealth Management Experts
Privileged and discreet access to leading firms enables our members to offer a more differentiated and holistic solution to their clients as they guide them through liquidity events.
.png)
Research & Data
Enrich your strategy with deal-specific and industry data partners. Augment your team with professionals who can support your deal research, marketing material creation, valuation modeling and more.
.png)
.png)
.png)
.png)
.png)
Technology
Modernize your firm stack with best-in-class CRM and Virtual Data Room products
.png)
.png)
.png)
.png)
.png)
Education
Keep your team credentialed and current
.png)
Always
Improving
Member Advantages is a living program that evolves with our Members. We continuously add and improve offerings based on your feedback, new partnerships, and emerging market needs.
The Finalis Member Advantage Program (the “Program”) provides members with access to offers from independent third-party partners (“Partners”). All offers are subject to the Partners’ terms, conditions, and eligibility requirements, and availability is not guaranteed. Finalis acts solely as a referrer and is not a party to, or responsible for, any transaction between a member and a Partner. Finalis does not endorse or control Partner products or services and disclaims all liability arising therefrom. The Program and all Partner offers are provided “as is” and without warranties of any kind, whether express or implied. Finalis may modify, suspend, or terminate the Program at any time, and any changes will be posted on this website (https://www.finalis.com/member-advantage-program ) without further notice.
