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.

This session will talk through what starting and growing a small business segment is like - and what tools are out there to use and what partners can be helpful.

Examples of attracting and engaging small business owners – outside the banking industry.

Chana Schoenberger, Editor-in-Chief, American Banker

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