What’s brewing in SMB finance in 2024?

Partner Content, SMB Finance

How do you bank the ‘chief everything officer’? KeyBank’s Mike Walters on how SMB customer relationships are shifting from transactions to advice

• KeyBank is transforming SMB banking by becoming a "consultative partner" that eliminates internal silos and follows revenue flows through entire business operations to solve time poverty for "chief everything officer" business owners.
• Learn how KeyBank's President of Business Banking Mike Walters, is expanding beyond traditional banking into strategic advisory services, helping clients optimize operations and sticky business relationships.

Banking, Partner, SMB Finance

How to get started with embedded lending and drive revenue

• Always strapped for cash and with their owners juggling multiple responsibilities at once, small businesses increasingly adopt vertical SaaS platforms to run their operations, the demand for integrated banking, payments, and lending solutions continues to accelerate.  
• Tune in to hear us plot the market shift from embedded payments to lending, underwriting challenges for thin-file customers, and strategic partnership models that create comprehensive solutions for small businesses along with two case studies from Relay and Tilled.

Designing new products, SMB Finance

How US Bank is building workflow solutions for SMBs and where its offering needs to go next

• US Bank launched a spend management platform and an all-in-one Business Essentials checking account that accepts card payments with same-day fund access, building on its acquisition of Bento Technologies to create an integrated SMB banking ecosystem that consolidates multiple business tools into one platform.
• Banks need to integrate generative AI into their SMB spend management and cash flow tools to compete with fintech innovations like Lili's Accountant AI, as small business owners increasingly use AI for content creation, data analysis, and marketing strategies while seeking faster answers and more efficient business execution.

Banking, Embedded Finance, Partner, SMB Finance

How embedded payroll can help banks build stronger SMB relationships

• Gusto Embedded's research shows that 70% of SMBs use multiple providers for financial services while maintaining a primary bank for core functions.
• FIs can close this gap by offering embedded value-added services like payroll. Collaborating with providers like Gusto Embedded can enable FIs to offer an end-to-end payroll solution to their clients.

Banking, Partner, SMB Finance

The Future of Small Business Banking: Insights from Industry Leaders

• Dive into the major themes related to SMB finance that dominated the discussions at this year's The Big Bank Theory Conference held in New York.
• Executives from Mastercard, Truist, US Bank, Citizens, and Gusto explore how companies can build more powerful SMB strategies by centering communities and technology.