In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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Sponsored by Uplinq Financial Technologies, How have banks responded to the needs of diverse-owned businesses and what is expected in the future? Multicultural programs have traditionally been important to banks as they address CRA and LMI requirements.
December 29
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In many banks, consumer banking is the delivery system "elephant" that dwarfs small business banking by scope and volume. Frequently, major Consumer Banking initiatives divert or push aside small business banking efforts. Does it have to be this way? More than "where does small business belong?", how can retail strategy and small business strategy align more effectively to generate better results for both?
December 29
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Elevate your knowledge with Ben Walter's invaluable insights into what he's learned about serving small business, working in financial services, and leading teams and people in his 25-year career.
December 29
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More women have started businesses during the pandemic -- and since then -- compared to white males. Why? What do women entrepreneurs need to begin their journey as small business owners?
December 29
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The right mix of products for small businesses - what's working, how is it evolving?
December 29
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How do different banks' definitions of small business affect their marketing, sales, branch, credit/risk, product, and operational approaches to this segment? This session will explore the benefits and drawbacks of different segmentation strategies, and the implications for acquisition, service, support, and profitability
December 29
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*CE Eligible* Segmenting and engaging small businesses (in new ways) and offering them products and services based on their distinct needs so as to engage and deepen relationships via digital and/or banker relationship.
December 29
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Small businesses have faced an unprecedented series of challenges over the past few years and accessing traditional finance can be challenging for business owners during the best of times, but in a tough economy it can seem nearly impossible.
December 29
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