On October 3rd, 2023, Phase 5 Partner Steve Hansen will share findings from our 2023 SMB Financial Services Study at the Digital Marketing for Financial Services Mid-West Summit (DMFS Mid-West), happening in-person in Chicago. 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. Learn more about the conference, then contact us for discounted tickets and register here.
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 Mid-West Summit
The 5th edition of the Digital Marketing for Financial Services West Summit will take place in Chicago on October 3rd and 4th, 2023. Attendees can expect to learn the following:
- How to leverage data insights to drive business growth.
- How to optimize customer personalization and attract new customers.
- How to use generative AI to create meaningful and targeted content.
- Leave with best practices from 40+ senior marketing executives.
For more info on speakers, sponsors, and the complete agenda, visit https://financialdigitalmarketingmidwest.com/. And don't forget to contact us for discounted tickets to the event!
