Session: Personalization and SMB Banking—Beyond Personas

Date: Thursday, April 28, 2022

Time: 2:50 PM - 3:30 PM

Naveed AnwarGlobal Head of Digital for Treasury and Trade Solutions, Citi

Rissi Lovern, Head of Small Business Markets, TreviPay
Missy Rose, Senior Product Manager, Apiture
John Waupsh, Co-founder and CEO, Nerve

End-user expectations are changing in the small-to-midsize business (SMB) world just as they are in consumer life. "One size fits all" is no longer enough, and businesses increasingly seek banking products, services, and experiences that meet their specific needs in a contextually relevant way. For banks, this creates an opportunity to tap new markets, deepen relationships, and ultimately drive new revenue streams. Profitably enabling a more personalized SMB experience that can meet the needs of an ever more diverse client base, however, is easier said than done. This panel will look at how banks can better meet the needs of specific client segments, from millennials through to specific industry verticals, including new technology solutions, partnership models, and ESG considerations.

Moderator: Gilles Ubaghs, Strategic Advisor , Aite-Novarica Group