The commercial and small business banking landscapes are shifting fast. Competitive pressure in middle market lending isn’t letting up. And banks and fintechs with purpose-built technology stacks are breaking down the traditional silos in user experience between liquidity, credit and payments. These changes will only accelerate as new charters proliferate and tokenized finance solutions come to market.
Join us to discuss how banks can take action in this fluid environment to acquire, grow and retain commercial and small business customer relationships. We break down what’s changing, why it matters, and what winning institutions are already doing.
- Commercial: Over the last 12 months leading commercial banks have gone all in on relationship pricing, investing in the pricing tools and data necessary to respond to new market realities. We explore what’s driving this shift, how top performers are putting it in practice, and why first-movers have gained an outsized advantage, and will continue to.
- Small Business: Digital-first market disruption has shifted into high gear as marquee names apply for charters, forge powerful partnerships or are acquired by companies with access to massive amounts of investment capital. We discuss drivers of small business decision making, how traditional banks can compete in this crowded and fast-moving segment, and what’s at stake for FIs that fall behind.
Our discussion features Margarita Vacanti, Senior Vice President, Commercial and Small Business Banking, and Peter Serene, Managing Director, Advisory, with Bob Warnock, Managing Director, Client Advisory, moderating.
