BAI Ideas into Action Webinar Series

Opportunities for growth in small business banking


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RECORDED: March 17, 2022
TIME: 1:00 - 2:00 PM CT

In 2022, the small business segment is a potential engine of growth for banks, credit unions, and other financial institutions. Is your company ready to take full advantage of the opportunities?

Small business needs are rapidly changing, and many financial institutions have not kept up. Small businesses may be categorized as retail customers, or conversely, lumped in with larger commercial businesses. This results in solutions that are either too simple, or too complex and costly. Given the tremendous value of the small business market and the large number of small business owners, now is the time to take action.

Whether you’re new to small business banking or want to enhance your knowledge, this webinar will discuss what’s new in today’s small business market, three top areas of financial needs, different types of small business financing, and specific activities to attract small business prospects and build relationships with customers.

Join us for this complimentary BAI webinar for insights into the financial needs of small businesses and what you can do to help address them.

Key Takeaways:

  • Find out why small business lending is a hot topic
  • Recognize the potential value of this market segment for your bank or credit union
  • Identify products and services that small business owners want and need
  • Flag risk and compliance factors for further consideration
  • Better understand the small business lifecycle and how lending and financial services fit in
  • Discover actions you can take to grow relationships with small business owners

BAI’s Ideas into Action webinar series has one objective: equip managers with the information and resources they need to capitalize on emerging industry trends. Each 60-minute session covers: What’s happening, what it means for you, and Actions you can take. The webinar series reflects BAI’s mission to give financial services leaders the confidence to make smart business decisions, every day.

PRESENTER:

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Steven Ramirez
CEO
Beyond the Arc



Steven is a strategic advisor with over twenty years of experience working with technology, fintech, and financial services companies. His expertise focuses on developing data-driven strategies to strengthen customer experience, marketing and operations.

Steven is a popular industry analyst, writer, and speaker in financial services and fintech. His insights have appeared in BAI Banking Strategies, American Banker, Financial Brand, and other industry publications. He has presented on customer experience, fintech, and digital trends at BAI events, Finovate, American Banker’s Financial Services Marketing Forum, CRM Evolution, Financial Brand Forum, and more. As the CEO of customer experience agency Beyond the Arc, his clients include banks, fintech companies, and banking associations. Steven earned his BA and MBA from the University of California, Berkeley.