Reinventing Small Business Checking

Reinventing
small business checking

Tuesday, June 13, 2023
2:00 pm CT

Register for the Webinar

The competition for small business customers is intense because every FI wants (needs) to grow small business customers. But most FIs lack compelling products that are different and will influence a busy small business owner to start a new banking relationship or stay with their existing one.

Join Ron Shevlin and Dave DeFazio as they discuss the new market research by Cornerstone Advisors of small business owners that addresses what checking products they are looking for in their banking relationship.

You can get a free copy of this in-depth report just by registering for the webinar!

Here a few of the topics they’ll discuss revealed in this research:

The top three things a FI must offer for a business owner to consider changing a banking relationship
The specific new product features are over 85% of business owners are interested in seeing in their business checking account
How offering a perks-based checking product to a business’s employees influences the decision on where the business banks

This free webinar is a must-attend event for every banking and credit union professional responsible for growing and retaining small businesses by enhancing your business development efforts with modern business checking products.

Our Presenters

Ron Shevlin
Director of Research | Cornerstone Advisors

Ron leads Cornerstone Advisors’ fintech research efforts and authors many of the firm’s commissioned studies. He has been a management consultant for more than 30 years for Cornerstone as well as with Aite Group, Forrester Research, and KPMG. Today, he also writes the Fintech Snark Tank column at Forbes.

Dave DeFazio
Partner | StrategyCorps

StrategyCorps partner Dave DeFazio has found great success and satisfaction in exploring the intersection of data, marketing, and technology. Dave’s extensive financial services experience and continuous research in the field help him ensure that each product and service meets the needs of today's financial institutions. At StrategyCorps, Dave works directly with financial institutions to design, build, and implement a variety of checking solutions.