Marketing Financial Services to Small & Medium Businesses

The State of SMB 2021: Focus on Financial Services

In February 2021, Phase 5 partnered with B2SB agency Cargo, and surveyed 1,383 Small Business Owners (SBOs) and decision makers across Canada and the US who count on financial services and products to keep their business running smoothly.

We learned that almost overnight, the pandemic changed the way many SMBs think about their enterprise vendors and partners. At the same time, it ushered in a new wave of financial alternatives to the big names; new ways to bank, borrow, and receive payments.

Download our Financial Services Sector Report now to learn more about the new needs, wants, and plans of your SMB customers, and how you can retain and grow your business from this important segment.