On April 26th, 2023, Phase 5 Partner Steve Hansen will share findings from our 2023 SMB Financial Services Study at the Digital Marketing for Financial Services West Summit (DMFS West), happening in-person in San Francisco. This presentation is a must-see for any marketer of financial services to small & medium businesses (SMBs) in North America. Here's why:
Following the success of our 2021 State of SMB Study and the ongoing demand by corporations for insights on this important segment, we developed our 2023 study to dive specifically into banking and financial services. The results will enable financial institutions to better understand their small business customers in order to improve their UX, CX, and innovation. Themes covered in the study include
- Top areas of financial concern
- Pain points in current financial operations
- Priorities for improvement in financial operations
- Reporting needs and gaps
- Cashflow needs and concerns
- Lending needs and future plans
- Satisfaction levels with current financial services
Don't miss this opportunity to hear about some of the latest market data, and to ask Steve your specific questions related to the study's findings. Contact us now to receive a 20% discount on conference registration.
About Steve Hansen
Steve Hansen is a Phase 5 partner, the chair of the firm's Data Analytics practice, and head of the Minneapolis office. His professional background includes: Lecturer in Innovation in the Peking University Guanghua MBA program, Director of Market Research at Thomson Reuters, and various technology product management roles. Steve is regularly invited to speak at industry events on customer centricity throughout the innovation cycle.
About the DMFS West Summit
The 8th edition of the Digital Marketing for Financial Services West Summit will take place in San Francisco on April 26th and 27th, 2023. Attendees can expect the following:
- Be inspired: Imagine the future of organizational digital tools and technologies
- Accelerate growth: Deep-dive into digital marketing tips proven to maximize returns
- Get access to over 30 in-depth, digital marketing sessions, led by top FS experts
- Gain real-life, hands-on practical digital marketing insights you won’t get anywhere else!
For more info on speakers, sponsors, and the complete agenda, visit https://www.financialdigitalmarketingwest.us/.