10 Lead Magnet Ideas for Banks

An interactive 12-month cash flow forecast that you fill with revenue, seasonality, and expenses. It spits out your net cash position, burn rate, and recommended banking actions (like sweep accounts or a line of credit) to keep you on track. This shows immediate value and positions the bank as a critical cash-management partner.

An AI-powered prompt wrapper that analyzes your business profile and pulls together a tailored loan prep package—documents, credit profile, and proposed loan size and terms. It streamlines the application journey and increases approval odds by presenting a polished, ready-to-submit package.

A practical guide covering business account types, monthly fees, ACH/payroll workflows, and a simple open-account checklist. Clear, step-by-step instructions reduce friction and position the bank as the first choice for new accounts.

A calculator that compares current card processing costs with the bank’s merchant services, showing potential savings and payback period. Concrete numbers help you see the value quickly and justify switching or upgrading services.

A two-page checklist tailored to small businesses detailing KYC/AML requirements, documentation, and onboarding steps. It speeds setup and builds trust by making regulatory steps transparent and manageable.

An AI wrapper that designs an optimized banking structure for your business, recommending a product mix of checking, savings, treasury tools, and lines of credit. You receive a personalized blueprint with next-step actions.

An interactive planner to set target cash reserves and map them to specific bank accounts and rate-bearing options. It translates a goal into a concrete opening plan and suggested product selections.

A curated directory of trusted partners (bookkeepers, payroll providers, payment processors, and fintech integrations) aligned with the bank’s ecosystem. Quick access to vetted services increases value and capture potential.

A practical guide and checklist for syncing payroll with direct deposit and automated tax payments through the bank. It streamlines operations and highlights the bank’s payroll-related features.

A fast 5-minute tool to estimate LOC eligibility, approximate terms, and a tailored document checklist. It reduces application hesitation and nudges qualified prospects toward applying.