Resources

The changing face of credit risk and assessment: Utilizing Real-Time Financial Data To Compete with Other Lenders and Offer SMBs More Capital by building an intelligent, embedded lending ecosystem through automation.

Hear results from Autobooks and American Banker research of small business owners exploring what matters most to these customers in their banking relationships, and identifying opportunities for banks to better serve this important customer segment.

Overview of bank efforts to increase customer engagement and improve small business financial health – what's been tried, what's been successful, how to measure success. Ideas for the future.

Hear the latest trends in SMB payments, how the non-bank field is looking providing loans, deposits, cash management services and what are the leading friction points in SMB accounts payable and receivables, what to prioritize?

Includes a look at banks such as Tide that have integrated functions together and provided quick access to capital. 

Garrett Adams, General Manager — Small Business, nCino; Amy Doll, CLO, PeoplesBank; Kalli Smith, Senior Product Marketing Manager, nCino

Derek Ellington, Vice President, Wells Fargo, shares a perspective of what banks can and should get right to serve small businesses.

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