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BizAnywhere™

Network

My Business Team and relationships

Invite and connect with bankers, CPAs, attorneys, and other advisors, then run the relationship in one workspace.

All documentation

Find or invite a professional

  1. 1Open the Hub and browse the professional directory, filtering by role, state, industry, and specialty.
  2. 2Send a connection request with your business context and what you need.
  3. 3Already work with someone? Use Invite to bring your existing advisor onto the platform by email.

The relationship workspace

  • Requests: what your advisor needs from you, with due dates and linked documents.
  • Documents: everything shared in this relationship, with revoke controls.
  • Checklist: readiness items you have chosen to share.
  • Meeting notes: agendas, decisions, and next steps, private or shared.
  • Milestones: an automatic record of key moments in the relationship.

Staying on top of it

Set follow-up dates on any relationship. The Attention Center and Today's Brief surface overdue follow-ups, unanswered requests, and relationships that have gone quiet.

Banking journey

For banker relationships, a guided journey tracks you from introduction through document collection, application, and decision, with meeting prep and completion metrics along the way.