How the small business market is evolving. Challenges ahead. What we (banks) need to be thinking about – payments space, staffing challenges, cost reduction, open banking. The bank's customer research and vision for the future.

By analyzing financial transaction data, banks can discover a holistic view of their SMB banking customers' cash flow and business performance.

Research shows that a significant portion of SmB owners would welcome counsel from their bankers who want to position themselves as "trusted advisors."  On what issues should they be prepared to advise? How to do this cost effectively?  How to measure effectiveness?

During this panel, Deloitte and its clients and partners will elaborate on market forces and experiences in driving modernization in SMB digital banking. 

Tata Consultancy Services | GCF Valuation, Inc | Yodlee Envestnet | Prelim | StreetShares

Hear from industry experts talk all things "Small Biz" lending, with a focus on originations insights from the Curinos proprietary Small Business Lending consortium.

Niche vertical strategies with digital tools can grow valuable, sticky deposits and drive the next big wave of digital transformation.

Globalization and financial inclusion of Small businesses; Empowerment of small businesses through digitization& financial inclusion to drive growth and profit for the organization; Access to global capital and wealth management for small businesses

Find out how HarborOne Bank uses content as part of their branding and small business engagement strategy, by building strong relationships within their small business ecosystem.

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