Small and midsize businesses have more banking options than ever and they won’t hesitate to move on if their needs aren’t met. The real challenge for financial institutions is balancing digital efficiency with the personal touch that earns lasting loyalty.
Join Datos Insights Strategic Advisor Gilles Ubaghs, Advisor Ben Nestor, and Backbase Senior Account Executive Hari Raghunathan for an in-depth conversation on building long-term SMB relationships starting from onboarding and carrying through to full adoption and beyond.
You’ll Learn
- Why SMBs Switch – Key drivers behind attrition, including gaps in onboarding, service, and relationship management.
- Customer Stickiness Strategies – How to blend digital tools with human connection to create a seamless, loyalty-building experience.
- From First Touch to Full Engagement – How to architect customer journeys that grow alongside SMBs as their needs evolve.
- Personalization that Works – Data-driven insights on tailoring experiences by SMB persona, industry, and growth stage.
Why Attend?
- You’ll gain practical, research-backed strategies to:
- Improve SMB onboarding speed without sacrificing personal connection
- Increase cross-sell and upsell opportunities by building trust early
- Reduce attrition by aligning your services to SMBs’ evolving needs
Reserve Your Spot
Seats are limited for this live discussion. Secure your place today and discover how to turn SMB relationships into long-term growth.
