Resources

Explore the transformation of ESL member business lending through their partnership with Baker Hill to revolutionize their lending and portfolio management processes. Join us for a captivating case study presentation that showcases how this century-old institution went from concept to 30 employees and $1 Billion in exposure in 13 years.

SPONSORED BY: NYMBUS Rethink your strategy to serve SMBs with a focus on bespoke tools and support with Nymbus and Locality Bank. Deepen your institution's impact and be at the forefront of the transformative future of SMB banking.

Funding Circle | Glia | 9spokes Immerse yourself in an engaging series of technology-focused presentations, unveiling an array of innovative products and services specifically tailored to enhance your workflows.

Alloy | Inscribe Immerse yourself in an engaging series of technology-focused presentations, unveiling an array of innovative products and services specifically tailored to enhance your workflows.

Winning The War For Deposits – A Framework For Growth. What You'll Takeaway How do we move away from competing on rate to building a cost efficient, sustainable deposit base? Short-term levers to consider for generating deposits quickly Long-term levers that will cultivate sticky, primary banking relationships

Why do small businesses accept a loan, line of credit, or even credit card, and then never actually use it? This session will explore the potential disconnects that exist between targeting and messaging small businesses and their actual needs, the challenges and delays of the application process, and opportunities to improve the activation process.

Learn how to deliver an exceptional customer experience through intuitive digital banking products and a mobile platform that are tailored to small business banking needs What You'll Takeaway Embody a client-centric approach: Delivering an exceptional, personalized experience is integral to serving small business clients, as each has their own unique banking needs.

Learn tactics needed in a virtual world to achieve sales growth, NPS targets, and the coveted 'trusted advisor' status. Client loyalty and profitability rise with frequent personal contact from assigned account officers who understand clients' industries and cash flows, but… the in-person model can be inefficient and expensive.

The conversation has shifted from a one-way monologue to a two-way dialogue. Small businesses are hungry for companies and people who care, who take the time to truly understand, and who address their most pressing financial and operating challenges.