Join us for our Second Annual Business Lending Roundtable

Datos Insights’ Business Lending Round Table arms industry leaders with powerful ideas, insights, connections, and data to make critical decisions impacting the competitive positioning of their financial institutions and future of the industry. This group meets online 4 to 5 times a year, and once annually in person at Datos Insights’ Commercial and Small Business Banking Forum.

It’s not news that business is brutally challenging. Regulatory demands, talent shortages, competitive pressures and difficulties in serving up a great borrower experience challenge lenders every day. But helpfully amidst it all are data, insights, and peers with whom to discuss the issues of the day. In fact, Datos Insights’ Business Lending Round Table consists of Enlightened Lenders who seek to make decisions based on data – often from Datos’ proprietary surveys and data sets - rather than just folklore and conventional wisdom. On this Round Table are senior managers operating across all aspects of business lending: commercial, SMB, front office, mid office, back office, large institutions and small.

Key Themes

Among the topics commonly discussed at the Business Lending Roundtable are:

  • Churn in commercial lending

  • AI in business lending

  • The impacts of the “regional” banking crisis

  • The talent shortage, including drivers and antidotes

  • Members’ takes on the state of the credit cycle

  • The impacts of the permanence of work-from-home on CRE portfolios and the industry in general
  • Ways to make the back office more scalable
  • Challenges with onboarding borrowers to non-credit services

Event Chair

David O'Connell
David O'Connell
Strategic Advisor
Datos Insights