Holdings: Innovating SMB Banking at Forecastr's Budget Event

At Holdings, we're not just about numbers but about empowering your business to thrive with our integrated financial platform. Recently, we had the exciting opportunity to sponsor and participate in Forecastr's "Annual Budgeting: Setting Your Business Up to Crush the New Year" event. Our logo stood proudly alongside industry leaders like QuickBooks and Fidelity, showcasing our commitment to innovation in business finance.

How Holdings Revolutionizes SMB Banking

As a digital-first business banking solution, we're leveling the playing field by offering small and medium-sized businesses the same financial advantages typically reserved for large corporations. Our comprehensive platform allows you to:

• Earn more with high-yield interest - Enjoy interest rates up to 2% APY on balances.

• Bank without unnecessary costs - Experience $0 account fees, no minimum balances, and unlimited free ACH and wire transactions

• Manage multiple accounts seamlessly in one integrated platform

Coming Soon: Enhanced Financial Management

We're excited to announce that next month, we'll be launching comprehensive accounting and bookkeeping features that will transform how you manage your business finances. Following that, in just two months, we'll introduce integrated invoicing and bill pay capabilities—all designed to create a complete financial operating system for your business.

Join Us on This Journey

We're here to guide you through the financial landscape clearly and confidently. Whether you're a startup or an established business, Holdings is your partner in growth, offering a seamless combination of high-yield banking, free money movement tools, and soon-to-be-launched integrated accounting solutions that will save you time through automation and streamlined workflows.

Experience the Holdings difference—where your business can finally access the financial tools it deserves, allowing you to focus on what matters most: growing your business.