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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

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.

Which small business service experiences are table stakes and which are the differentiators that most influence small business banking satisfaction? This presentation will profile the top-10 satisfaction drivers, providing bank leaders deeper perspective on the experiences that generate higher levels of satisfaction, and why small businesses like some banks better than others.

Learning objectives How much of what kind of "ancillary services" should banks be thinking about? Which ones in particular seem to be the right direction? How would you evaluate whether or not they were having the impact that you wanted on acquisition or retention of small business clients?

How trusted advisor status is earned through understanding. For sales professionals, fostering strong relationship with a small business owner begins with a fundamental understanding of their psyche Trust can be gained, but advisory status must be earned.

Business owners say they want more advice from their banks, and bankers want to be trusted advisers. Digital delivery of advice and tools backstops the bankers and enables reliable, consistent advice delivery through a wider footprint.

Sponsored by Uplinq Financial Technologies "Fair lending" has become an important topic—and concern—for financial institutions. The concern isn't just limited to consumer lending, but to small business lending as well.

Heading into the year, U.S. banks were facing pressure to pay higher rates to their depositors. But they could not have anticipated just how important deposits would soon become.

Overall merger-and-acquisition activity proved modest across the banking sector, but several prominent deals were reached. Read on for details of the year's biggest transactions.

Here is a highlight of 10 great American Banker Magazine features from the year. Topics range from redlining to the Most Influential Women in Fintech.

The top five banks have combined total advances of nearly $165 billion.