Join us for our Seventh Annual Commercial and Small Business Banking Forum

Datos Insights’ Commercial and Small Business Banking Forum arms industry leaders with powerful ideas, insights, connections, and data to make critical decisions impacting the competitive positioning of their financial institution and future of the industry.  Join us and come away with tools you can’t get anywhere else to propel your institution’s sustainable growth. 

Registration is complimentary for qualified senior executives (C-level, SVP, head of function) in treasury management and payments for large corporate, mid-market and
small business banking at commercial financial institutions.

Key Themes

It’s not news that commercial banking and payments market is changing.  The industry has experienced a sustained period of development and shifting market dynamics in recent years. However, the accelerating pace of those changes continues to surprise and challenge financial institutions. 

What’s more, financial institutions are increasingly losing customers to fintechs.  Businesses of all sizes need their financial services provider to facilitate the complexities of payments and technology.  Partnering directly with fintechs enables businesses to capitalize on real-time capabilities, automation, and analytics. While there is plenty of opportunity in the market, financial institutions must make wise investments and careful choices about how to optimize their position amidst increasing competition.  

This year's event will explore the following topics through interactive discussions, case studies, presentations and a technology expo.

  • Connectivity between lending and treasury services 
  • Digital transformation strategies 
  • Embedded banking 
  • ESG and sustainability 
  • Fintech partnerships and ecosystems 
  • Payment automation capabilities 
  • Real-time payments and reporting 
  • Small business needs 
  • Treasury onboarding 
  • Virtual accounts 

Who Attends

This event is designed for senior executives from leading financial institutions who focus on treasury management and payments for large corporate, mid-market, and small business banking.

Benefits of Attending

  • Participate in interactive content sessions covering the industry’s hottest topics, including the changing payment landscape, future tech and fintech, APIs and open banking opportunities, and best practices in commercial banking.
     
  • Hear case studies about banks that have launched innovative solutions to meet customer needs and solve pain points many banks share. 
     

  • Network and exchange ideas with bank executives, leading technology providers, and thought leaders from Datos Insights throughout the day, with scheduled time to connect and reconnect with industry professionals and colleagues.  
     

  • Focus on what is most important to your financial institution by participating in sessions specific to small business or corporate/midmarket banking.   
     

  • Hear from Datos Insights advisors about key trends impacting your business and get recommendations for how to best position your organization for success in today’s evolving industry.  
     

  • Earn continuing professional education credits for Certified Treasury Professional (CTP) by attending qualifying sessions. Click here to learn more.

Event Chairs and Moderators

Christine Barry
Christine Barry
Head of Banking and Payments
Datos Insights
Erika Baumann
Erika Baumann
Banker
Datos
Enrico Camerinelli
Enrico Camerinelli
Strategic Advisor
Datos Insights
Robin LoGiudice
Robin LoGiudice
Strategic Advisor
Datos Insights
Benjamin Nestor
Benjamin Nestor
Senior Associate
Datos Insights
David O'Connell
David O'Connell
Strategic Advisor
Datos Insights
Gilles Ubaghs
Gilles Ubaghs
Strategic Advisor
Datos Insights

Sponsors and Speakers coming soon!  View details from last year's event here.

Interested in sponsoring or speaking at this event?
Please email events@datos-insights.com for more information on our sponsorship and speaking opportunities.