Resources

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.

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?

The right mix of products for small businesses - what's working, how is it evolving?

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

*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.

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.

Small businesses need digital and online banking tools to stay competitive in a digital-first world, but small business banking is fundamentally personal. So, what's the right balance between human and digital? Hear how these banks are serving their small business clients.

How to have a winning SMB strategy that delights clients How financial data and insights supports SMB growth and impacts a financial institutions P+L Including a technical data layer in your business banking operations is the key to building long term relationships with customers