News & Insights

Register Now for Phase 5 Webinar on Dec 6, 2023

Written by Stephan Sigaud | Nov 27, 2023 5:00:00 AM

We're pleased to announce that webinar #2 in the new Phase 5 webinar series will be happening Wednesday, December 6, 2023, and you can register here.  Phase 5's Head of Data Analytics, Steve Hansen will be discussing strategies to meet underserved small business needs for a larger share of the financial services pie. His presentation, "Unlocking Small Business Opportunities" is based on our latest study of SMB Banking Needs.

Steve will share insights about the changing behaviors and preferences of small and medium-sized businesses (SMBs), enabling financial institutions to better understand their small business customers and improve the success of their digital, CX, and innovation strategies. Attendees can expect the following:

  • Learn about current opportunities available to financial services providers serving the SMB market
  • Get recommendations for how banks and financial institutions can better meet the needs and preferences of this audience
  • Explore how study results inform marketing strategies and tactics in areas such as: Financial Operations Support, Reporting Products, Cashflow and Lending Services, and Customer Service and Experience.

Anyone is welcome to register for this free virtual event, however space is limited and will be offered on a first come, first served basis. Anyone who registers but then subsequently finds they cannot attend the webinar will be emailed a recorded version (as will all registrants who are able to attend the live event). 

Through our webinar series, we look forward to this opportunity to engage further with our subscribers, followers, and anyone interested in the latest insights with respect to making organizations more customer-centric. Register today!