Leaders Partner Insights

SMB Banking & Payments: How intelligent analytics and integrations enable personalization that drives growth

Thursday, October 2, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
Partner Insights
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Enjoy complimentary access to top ideas and insights — selected by our editors.

No business is the same, especially when it comes to small-medium sized businesses. From restaurants and consulting firms to barbers and website developers, it's essential for financial institutions to understand the specific characteristics of these individual SMBs and provide them with banking and payment solutions that best fit their needs.

This American Banker Leaders episode, the second in the SMB Banking & Payments series with Pollinate, will explore the important role that personalization plays in retaining SMB customers, why integrations are essential, and how real-time analytics are key to unlocking SMB growth.

Tune in on October 2nd at 2pm ET to hear Kathryn Cleary, EVP, Merchant Services & Solutions at PNC Bank, Fiona Roach Canning, CEO at Pollinate, Laura Wallace, EVP Wholesale and Enterprise at Global Payments, and Nuno Francisco, SVP and Business Banking Market Executive, Citizens Bank discuss –

  • Why it's important for banks to invest in personalized approaches, such as tailored payment solutions.
  • How analytics and data-driven insights help financial institutions with personalization and configurability.
  • The increasing need for integrated solutions and the role banks play in ensuring solutions meet SMB customer needs.
  • What the industry approach to AI looks like and where the potential opportunities are.
Speakers
  • Michael Moeser
    Senior Content Strategist
    National Mortgage News
    (Host)
  • Fiona Roach Canning
    Co-founder and CEO
    Pollinate
    (Speaker)
  • Kathryn Cleary
    EVP, Merchant Services & Solutions
    PNC Bank
    (Speaker)
  • Laura Wallace
    EVP, Payroll, Wholesale and Enterprise
    Global Payments
    (Speaker)
  • Nuno Francisco
    SVP, Business Banking, Market Executive
    Citizens Bank
    (Speaker)