Emerge - Partnership Management For Financial Services

For Service Providers

For Platforms

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For Service Providers

Acquire SMB Clients, Efficiently.

Automate customer acquisition with Emerge, and personalize distribution to ensure SMBs get the right product at the right time.

Trusted by 60+ leading institutions:

Scale

SMB Client Acquisition Assistant

Emerge enables banks, lenders, and insurance companies to efficiently grow their SMB client base by automating customer acquisition and intelligently matching businesses with the right products at the right time.

1. Your products are distributed via the Emerge AI Assistant

2. The AI Assistant is Embedded into Multiple Platforms

3. Your company receives prequalified SMB leads from partner platforms

Step 1

Your products are distributed via the Emerge AI Assistant

Step 2

The AI Assistant is Embedded into Multiple Platforms

Step 3

Your company receives prequalified SMB leads from partner platforms

Step 3

Your company receives prequalified SMB leads from partner platforms

Scale

SMB Client Acquisition Engine

Step 1

Your products are distributed via the Emerge AI co-pilot

Step 2

The AI co-pilot is embedded into multiple platforms

Step 3

Your company receives prequalified SMB leads from partner platforms

Why Emerge

Your Growth Partner

Emerge helps service providers automate customer acquisition and efficiently grow their SMB client base, driving increased revenue and enhancing profitability.

Reduce Costs

65%

Lower customer acquisition costs through automation and digitization.

Increase Approvals

40%

Achieve higher approval rates by receiving higher-quality, pre-qualified leads tailored to your criteria.

Revenue Growth

30%

Accelerate revenue by converting high-quality leads and maximizing customer acquisition efficiency

*Estimations

How We Help

Distribute Your Financial & Insurance Products

Acquire New Small
Business Customers

Emerge can be embedded into platforms catering to a range of SMBs, including e-commerce, online marketplaces, accounting services, HR platforms, SaaS solutions, and business management tools.

Improve Conversions

Emerge pre-qualifies SMBs, so every referral we provide is carefully vetted and meets your criteria, resulting in higher-quality leads and more successful conversions.

Cross-sell & Up-sell

Our AI collects data on businesses and automatically recommends additional relevant products, enabling you to upsell and cross-sell more effectively.

Rejections Into Revenue

If an applicant isn’t a match for your products, use our rejection engine to seamlessly connect them with a suitable service provider. You’ll earn a referral fee for each successful referral.

Seamless Support

Our AI co-pilot provides automated support on your behalf, directly within embedded platform, handling product details, FAQs, and other standard customer inquiries.

Benefits

Why Emerge?

Utilize Emerge to deliver a reliable financial services and insurance products to new SMB customers.

Matching

We utilize powerful AI to ensure that our lenders and insurers are matched with the SMBs that best fit their client-base, no guess work needed!

Extensive

Emerge’s product suite is continuously expanding. We ensure that even the smallest of SMBs can benefit from your services, without friction.

Secure

All business information is protected with end-to-end encryption using SSL 256-bit technology.

Seamless

Emerge is designed to integrate into any lending platform through no-code and low code options so that you can be up and running quickly.

Intuitive

With our full API-integration option, you can fully optimize our products for your platform. For users, this provides an intuitive experience.

Simple

We guide you through the whole process during our onboarding session. Our team is readily available to help troubleshoot any issues.

Scale

Join Our Network & Help Scale Digital-SMBs Globally

Become a service provider

For Distributors

For Providers

Emerge is not a lender, loan broker, or agent for any lender or loan broker. We are a platform facilitating connections between distributors and participating financial providers, including banks, lenders, credit unions and insurers. Not all financial providers can provide the amounts advertised, and there is no guarantee that you will be approved by a financial partner. We do not control and are not responsible for the actions of any financial partner. We do not have access to the full terms of your financial product, including the annual percentage rate (APR). For details, questions, or concerns regarding your financial product, please contact your financial provider directly.

These disclosures are provided for informational purposes only and should not be considered legal advice. Use of this service is subject to this site’s Terms of Service and Privacy Policy.

For Distributors

For Providers

These disclosures are provided for informational purposes only and should not be considered legal advice. Use of this service is subject to this site’s Terms of Service and Privacy Policy.

For Distributors

For Providers

These disclosures are provided for informational purposes only and should not be considered legal advice. Use of this service is subject to this site’s Terms of Service and Privacy Policy.

Acquire SMB Clients, Efficiently.

Acquire SMB Clients, Efficiently.

Acquire SMB Clients, Efficiently.

Distribute Your Financial & Insurance Products

Distribute Your Financial & Insurance Products

Acquire New Small Business Customers

Acquire New Small Business Customers

Acquire New Small Business Customers

Improve Conversions

Improve Conversions

Improve Conversions

Cross-sell & Up-sell

Cross-sell & Up-sell

Cross-sell & Up-sell

Rejections Into Revenue

Rejections Into Revenue

Rejections Into Revenue

Seamless Support

Seamless Support

Seamless Support

Acquire New Small
Business Customers

Acquire New Small
Business Customers

Acquire New Small
Business Customers