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Small Business Demand for Banking Services 

with insights from

BAI Research

As senior bank executives look for opportunities that can create deeper and sustainable relationships with potentially profitable customer segments, small business customers are receiving increased attention. This segment can be particularly challenging as bankers struggle to meet the growing and disparate needs of small business owners. To tackle these issues head on, BAI is creating an executive forum that will foster industry dialogue around this crucial group of customers.

We are pleased to introduce the BAI Executive Roundtable: Small Business Demand for Banking Services, sponsored by Argo and Deloitte. In this new interactive forum, we’ll explore top trends around small business banking, as well as key aspects of servicing small business customers, including services and lending opportunities.

We’ll also share findings from the recent BAI Research study on small businesses, Small Business Demand For Banking Services: Growth and Profitability Considerations. This research includes insights on payments preferences, views on loan and mobile banking offerings as well as deposit, loan and investment shares of wallet, product usage and the disconnect between banks and the businesses they serve. Through peer discussion and exchange, we’ll talk about the need for innovation for the small business segment and will share an innovation framework to take back with you to your office, as well as case studies and success stories from banks that have implemented game-changing strategies with small business customer relationships.

View the full agenda

Benefits to Participation

Participants in the BAI Executive Roundtable receive extensive benefits, including:

  • An overview of the state of the industry, including key trends and issues
  • BAI Research findings from our recent study with small businesses
  • Peer perspectives on profitably servicing this segment to meet their changing needs and preferences
  • Insights to rev the lending engine for growing share of wallet and market
  • Case studies on innovation in small business banking
  • Success stories and game-changing strategies for small business customer relationships
  • An exercise in innovation for your organization
  • Informal reception the evening before the event to network with participants

This complimentary event will take place on Thursday, February 21, in Chicago, IL, with a networking reception the evening before. Participation in the BAI Executive Roundtable is by invite only and will be limited to 12-15 senior banking professionals with a management level of Senior Vice President and above, from organizations with an asset size of $10 billion and above.

RSVP now

Invitations are non-transferrable to ensure consistent, high quality discussions and peer networking. However, if you would like to send your invitation to another senior banking professional, please contact Edgar Zavala in BAI Customer Support Services at ezavala@bai.org or 312-683-2479 for assistance. 

Commitment Required for Participation

We trust you will find participation in this BAI Executive Roundtable very beneficial. To maximize this opportunity, we will be reaching out to each participant to determine specific expectations and topics that should be included on the agenda. We ask that you participate in the pre-event conversation to share ideas and actively contribute to the peer discussions groups.

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