Solving the customer experience gap in small business banking

Small and medium-sized businesses are the economic engine of the world, yet just 25% feel supported by their current banks. While traditional banks remain focused on products built for either retail or large commercial clients, fintechs and neobanks have entered the space with purpose-built, digital-first offerings that eliminate friction.

To win back small business loyalty, banks must rethink their approach — delivering faster onboarding, personalized support, and services embedded in the tools small businesses already use. 

With this handout, you’ll learn how to: 

• Compete with fintechs by digitizing onboarding, credit, and cash flow journeys

• Serve more small businesses with fewer resources using pre-built workflows and AI

• Deliver embedded finance services that integrate with everyday business tools

• Strengthen long-term client value with next-step guidance and beyond-banking features