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Big Growth for Small Business: Analytics and Targeting for Enhanced Cross-Sell and Acquisition


Tony Coretto, Managing Director, Novantas
Roger Rassman, CMO, Community First Credit Union
Rose Gaidos, EVP, Managing Director Small Business Banking, Santander

The small business segment is typically the younger sibling of the consumer bank; not a true consumer relationship, and too small to be commercial or business banking. The business doesn’t get the attention or budget it deserves. Yet, these SMEs (small and medium-sized enterprises) are typically worth over 3X a typical mass market consumer relationship, and are an under-leveraged, overlooked source of growth for financial institutions. Join us as we explore the financial needs and attitudes of small businesses and their owners, and show how customer analytics are effective ways to identify the appropriate targets for cross-sell as well as acquisition. In particular:

  • How to use “commercial revenue models” to identify existing SME relationships that have the potential for further growth
  • How to dimension the revenue opportunity for small business growth from existing consumer customers who are small business owners, but who bank their business at another institution

For more information, contact Novantas Marketing

+1 (212) 953-4444