Small and midsize businesses have more banking options than ever and they won’t hesitate to move on if their needs aren’t met. The real challenge for financial institutions is balancing digital efficiency with the personal touch that earns lasting loyalty.

Join Hari Raghunathan (Backbase), Gilles Ubaghs (Datos Insights), and Ben Nestor (Datos Insights) for an in-depth conversation on building long-term SMB relationships starting from onboarding and carrying through to full adoption and beyond.

You’ll learn:

• Why SMBs wwitch – Key drivers behind attrition, including gaps in onboarding, service, and relationship management.
• Customer stickiness strategies – How to blend digital tools with human connection to create a seamless, loyalty-building experience.
• From first touch to full engagement – How to architect customer journeys that grow alongside SMBs as their needs evolve.
• Personalization that works – Data-driven insights on tailoring experiences by SMB persona, industry, and growth stage.

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