Banco Popular de Puerto Rico

With five million businesses launching this year, small business is big business and the competitive landscape is fierce. This session dives deep into how FIs have everything they need to empower their SMB customers to grow.

Digitization is a journey, knowing where you are and where you want to get to will help you see the mileposts to success

Overview of strategies and programs, critical mass needed, what's been tried, what's been successful, how to measure success.

Financial inclusion for SMBs through purpose built credit products.

Now more than ever, businesses of all sizes need the right financial services at the right time. Through the pandemic, we discovered just how vital it is for these businesses to have a mix of relationships and technology to ultimately grow and thrive.

In this session, Marcia Koch, SVP Division Head Commercial Banking, will share how Valley National Bank was able to better prepare for meetings with business owners so they could deepen their relationships and become a more value-added advisor to win, grow, and retain more business.

During this session, you will learn: Where in financial services are tech companies thriving;  Where are tech companies struggling; How can banks compete (or better yet, partner) to take advantage of the tech tailwind while building a differentiated strategy for the long term.

Growing the small business lending portfolio (outside of PPP) has been a challenge for more than a decade and the obstacles and pitfalls are not the same for every lender.  This session will provide perspectives on finding in balance in both Commercial Real Estate Lending and C&I Lending.

Enabling customers with insights about their business, informing decision making, helping with accounting hygiene. Providing insights bankers wouldn't otherwise be aware of, helping bankers have more in-depth conversations with customers and become trusted advisors

The financial services landscape is rapidly shifting away from channel-specific capabilities and features to an ecosystem of personalized experiences built on scalable platforms. While many are simply focused on slivers of BaaS, what is ultimately needed is fully-embedded financial services that frictionlessly support the entire customer journey through an end-to-end experience.