On April 26th, 2023, Phase 5 Partner Steve Hansen was a featured speaker at the Digital Marketing for Financial Services West Summit, and shared findings from the 2023 F2SB Study in his presentation,
Educate, Undersell, and Pique Interest
What the 2023 F2SB Study Can Tell Us About Marketing to SMEs
The study leverages a Jobs-To-Be-Done (JTBD) framework, exploring SMEs' most critical needs related to the financial operations of their company, and identifying gaps & opportunities for the financial institutions that serve them (from their bank... or not).
Download the presentation to learn more.