Special Program Root Tag

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

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

The global climate coalition said in a new report that its members maintain "independent investment decision-making" authority after some U.S. banks grew concerned about legal exposure to rules requiring the phaseout of fossil-fuel investments.

Derek Ellington, Vice President, Wells Fargo, shares a perspective of what banks can and should get right to serve small businesses.

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