When it comes to small business banking, "business as usual" no longer cuts it.

Autobooks is proud to participate in SMBanking /Forward - a virtual event that's hyper-focused on the current impact and future of small business banking. Coming on October 5-6. 

Develop a deeper understanding of the shifting market impacting small business banking today, and gain strategies for countering disruption and sparking growth at your institution tomorrow.

The four sessions include industry leaders like Ron Shevlin from Cornerstone Advisors, Breaking Banks podcast host Jason Henrichs, Will Furrer, Chief Strategy Officer of Q2, and Melissa Eggleston, the Chief Deposit Officer and EVP for nbkc, one of the fastest growing digital-only banks. 

What You Will Learn

Day One — First Session (October 5, 9-10:30 am CST): 

The first session of day one at SMBanking/Forward —REDEFINE — is all about how small business is changing, and how those changes are now impacting our industry. 

"Banks tend to underestimate the threat of new entrants. It's easy to point the finger at risk, compliance, and regulatory hurdles and how those elements will hamstring new entrants. Banks focus on all of the reasons why new entrants won't have an impact on business and none of the reasons why they will"

-Jason Henrichs 

 

Purpose setting questions:

What is your FI doing to seize these new market opportunities? And if it isn't, how can you start?

Some insights you will gain from attending this session:

  • How emerging consumer buying patterns are reshaping small business
  • How fintech challengers are capitalizing on this transition
  • What your FI can learn from digital-first competitors

Speakers will include: 

Day One — Second Session (October 5, 10:30 am-Noon CST): 

The second session of day one at SMBanking/Forward —ATTRACT — is all about what small business owners need from their financial institution. 

"Small businesses spend more than $500 billion on accounting/bookkeeping, invoicing, bill payment and payment acceptance services from third-party providers. Many of these small businesses would consider obtaining accoutning and payments services from a bank."

-Ron Shevlin

 

Purpose setting questions:

What is your FI doing to attract and grow small businesses? And if it isn't, what built-in advantages can you leverage to get a fast start?

Some insights you will gain from attending this session:

  • How to attract small businesses and grow relationships
  • Why it's crucial to understand the jobs of small businesses before you try to help them
  • How to identify and leverage your built-in competitive advantages

Speakers will include: 

 

Day Two — First Session (October 6, 9-10:30 am CST): 

The first session of day two at SMBanking/Forward —ACTIVATE — is all about long-term engagement, and ensuring that your small business customers have what they need. 

 "It's likely that some of your SMB customers are feeling overworked and under-supported. Out of the 31.7M small businesses, 47% don't feel their FI understands their needs."

-Small Business Insights, Autobooks

 

Purpose setting questions:

What is your FI doing to activate the SMB relationship so that it can ensure long-term engagement and primacy?

Some insights you will gain from attending this session:

  • Why small businesses need banking tools built around their needs
  • How to find the right fintech partner to leverage existing digital infrastructures
  • How to create additional revenue streams and increase deposits

Speakers will include: 

Day Two — Second Session (October 6, 10:30 am-Noon CST): 

The fourth and final session at SMBanking/Forward —GROW — is all about bringing positive change to your small business customers and your institution. 

 "Today, step change is manifesting in banks partnering to deliver embedded finance in the form of workflow digitization and data analytics. Banks seizing this opportunity will outperform the platform giants if they are able to provide an integrated experience that balances high tech and high touch." 

-Alenka Grealish, Celent

 

Purpose setting questions:

What is your FI doing to better support the needs of SMB owners without overburdening your resources?

Some insights you will gain from attending this session:

  • How to consistently drive product awareness and SMB adoption
  • How to support the needs of SMB owners without overburdening your resources
  • How to identify and leverage your built-in competitive advantages

Speakers will include: 

You don’t want to miss this event —register for SMBanking /Forward today.