Opening Remark & Building High-Impact Small Business Banking Programs Within Credit Unions

Credit unions often get overlooked as local "bit players" in the small business banking arena, but don't be fooled: Credit unions are quickly eyeing a high-touch, member-focused approach to serve their chartered communities. The keynote will cover how credit unions can build a small business unit with advanced segmentation, sophisticated cash management suite of products, segmented, geography-based portfolio management for high-value existing members, and a holistic approach to deepening the entire relationship by winning the main operating balances. The session will also explore investing in advanced technology for account opening, tiered credit risk-based pricing strategies based on individual members, and how to use vendors and third parties to round out member solution offerings to attract small business banking customers.