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SmartBiz Team

SmartBiz Team

Our team


We’re a diverse and distributed team of technologists working together to transform small business banking. We’re making bold moves and scaling quickly under the committed leadership of an executive team working on behalf of entrepreneurs and the forward-thinking banks that serve them.


How we work


Our core values help enable us to pursue an ambitious and important vision and to make an immediate impact in the lives of the entrepreneurs we serve. We believe in diversity of thought and perspectives, which is why we rotate authors on our team to ensure our blog content reflects varying viewpoints. This allows each SmartBiz team member to contribute to providing valuable resources to small business owners.

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About the SmartBiz Editorial Process

Our writers and editors work hard to provide the most accurate and up-to-date blog posts. Our editorial process reflects our vision and standards and applies to all content. Learn more about how we write, edit, and fact check our posts:

Editorial Process ›

Posts By SmartBiz Team

January 22, 2022

Business Loan Agreement: A Guide

Finally! You’ve been approved for a small business loan! You’ve already probably had to produce a pile of documentation, complete multiple forms, and answer lots of... Read More
January 19, 2022

Customer Feedback Survey for Small Business

Stephen R. Covey, accomplished author of The 7 Habits of Highly Effective People and other bestselling books, observes: “It takes humility to seek feedback. It takes... Read More
January 18, 2022

Costs Of Lead Generation

By making a product or a service available to a larger audience, you have established that your business is up and running, and people from the industry can opt for... Read More
January 16, 2022

7 Types of Business Strategies for Business Owners

Business strategy is all about how your company positions itself and engages in activities that can help you gain a competitive advantage. Small business owners should... Read More
January 13, 2022

5 Ways to Spring Clean Your Small Business

Spring 2022 will begin on Sunday, March 20. This date marks almost two years since the World Health Organization (WHO) declared COVID-19 a global pandemic on March 11,... Read More
January 04, 2022

Winning Government Contracts as a Small Business

Small businesses who land government contracts can make big money. However, as a small business owner, you may feel that lucrative government contracts are out of... Read More
December 29, 2021

Top 3 Questions Small Business Owners Need to Ask About Financial Projections

As a small-business owner, it’s important to know your company back to front -- including, and perhaps most crucially, your finances. Perhaps the most important thing... Read More
December 28, 2021

Holding an Effective All-hands Meetings for Small Business

No one likes to be in the dark, and that’s especially true for workers in the uncertain economy caused by the pandemic. Therefore, it’s imperative that you keep your... Read More
December 27, 2021

10 Lead Generation Strategies for Small Businesses

Regardless of your business size, lead generation holds immense value. It is the foundation of your sales funnel and will directly affect final revenue. However, when... Read More

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