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Discover how Neo Financial experienced exponential growth of 511% in net new customers through the affiliate channel. Download the case study now!


The ultimate guide for financial brands to reach SMB customers.

An increasing number of small and medium businesses (SMBs) and commercial business leaders are shifting towards online platforms to discover financial products and services that can enhance their financial management and customer experience. In fact, 64% of SMBs express their interest in accessing financial services integrated within a platform.

Consequently, financial brands are actively seeking avenues to connect with these online audiences and educate them about potential solutions. In this regard, affiliate or partner marketing emerges as a highly effective channel to leverage. Read our guide to know more about how affiliate marketing can help you reach SMBs!

smb guide

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Affiliate marketing for SMB audiences is fast-growing, so make sure your brand doesn’t get left behind by getting started

In this guide you will learn:

  • How can affiliate marketing benefit financial brands in their efforts to reach SMBs?
  • What are the advantages of partnering with trusted affiliates and creating compelling offers for financial brands?
  • How can a data-driven approach contribute to the success of financial brands in affiliate marketing?
  • Why is the monitoring of the customer journey essential for financial brands engaged in affiliate marketing?
  • How can financial brands adapt to changing markets in the context of affiliate marketing?
  • What role does understanding data play in identifying pain points and opportunities for improvement for financial brands in affiliate marketing?
  • How can partnering with affiliates on a results-basis help financial brands expand their credibility, digital footprint, and acquisition efforts?
  • What are the key cost and quality controls that financial brands should have in place when partnering with affiliates?

Affiliate marketing for SMB audiences is fast-growing, so make sure your brand doesn’t get left behind by getting started.


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