Web Seminar

Personalization or perish: Why banks that don't adapt will bleed deposits

Wednesday, October 15, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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Generic banking is dead. Business owners now expect the same seamless, personalized experiences they get as consumers — and they're moving their accounts to the institutions that deliver. The ones that don't? They're already losing deposits and relationships to competitors.

This session will explore how smarter use of data and purpose-built software are redefining the way banks and fintechs win and keep business customers. From intelligent onboarding workflows to hyper-tailored digital experiences, you'll see why hyper-personalization is becoming the baseline in business banking. Miss this, and you miss the playbook your competitors are already running.

You'll learn:

  • Why hyper-personalization, powered by data and software, is table stakes for business banking
  • How intelligent onboarding workflows convert prospects into lasting business relationships
  • The competitive edge that separates banks growing business deposits from those losing them
Speakers
  • Jackie Wylie
    Head of Marketing
    Middesk
    (Speaker)
  • David Park
    President
    Axos Commercial Bank
    (Speaker)
  • Quinn Evans
    Director of Emerging Products
    Middesk
    (Moderator)