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Profit Through Personalization: Unlock the Potential of Your SMB Portfolio


Date 04:05 PM - 04:55 PM (0 hours 50 minutes)
Wednesday, May 08
Payments in Practice

There are more than 33 million small businesses in the U.S., and 52% of them say a personalized experience is very important or required to keep their banking business, according to a 2023 Datos Insights (formerly Aite) study. The underserved small business (SMB) sector is a missed opportunity for financial institutions, but it doesn’t have to be. Join this panel discussion to learn how they are creating stronger, more profitable SMB relationships by providing the tailored, digital experiences these important businesses need and deserve.


Shon C Cass
Shon C Cass
Executive Vice President, Founder, Chief Experience Officer
Texas Security Bank
Chris Chaten
SVP, Senior Director, Treasury Management Services, Digital Client Experience
First Citizens Bank
Paul Jadwin
EVP, Chief Technology Officer
Fourth Capital Bank