Small Business Growth Planning Webinar 090524

Small Business
Growth Planning
2024–2025

LIVE WEBINAR: Thursday, September 5, 2 p.m. ET

Invitation Only — StrategyCorps Clients

Register Now

Small business (SMB) customer growth is part of the game plan for nearly every client financial institution we talk to. It’s a priority that’s either already underway in 2024 or starting (continuing) in 2025.

And when we talk to other FIs that aren’t our clients (yet), SMBs are a top priority on their growth plan as well.

So, it’s critical to stand out from the competitive crowd, since nearly FI is pitching almost exactly the same products, especially when it comes to a checking account that isn’t effectively meeting the modern needs and concerns of today’s SMB owner or executives.

That’s why we’re inviting you to join us on Thursday, September 5 at 2pm ET as we discuss how to make your SMB growth plan more successful.

Here’s what we will cover in about 30 minutes:

Three key take-aways from our market research of over 1,000 SMB owners and executives on why SMBs would consider a new banking relationship and what products and services they want in that relationship
How to compete with megabanks and large regional banks that SMBs overwhelmingly identify as their primary FI
A SMB checking strategy and product that’s uniquely different from anything else in the market today –

• delivering modern services SMB owners say they want
• providing a competitive difference that will allow you to grow market share, and
• boosting your SMB deposits, revenue and profitability.

Meet our presenter – Dave DeFazio

Dave is EVP of Strategy and Solutions at StrategyCorps. He studies and knows retail and SMB checking strategies and products like no one else. Why? He does it for his job and for fun. On the weekends. And talks about them to his family at dinner time. You get the picture…he’s all in on checking.

Dave has worked with a lot of bankers in his career, generating great success and client satisfaction in making their checking product strategies perform like Simone Biles and Steph Curry in the recent Olympics.