Achieving the Right Small-Business User Experience


Effectively serving small businesses remains a pain point for most financial institutions, regardless of size. Critical to success is not only arming your institution with the right products and services to meet new customer expectations, but also offering the right experience that matches those offered by online retailers and fintech companies. The user experience bar has risen and your competition is no longer just the bank next door.

Join Aite Group research director Christine Barry along with senior analysts Gilles Ubaghs and David O’Connell on Wednesday, June 10, 2020 at the Hilton Austin for a dynamic half day event exploring key small-business user experience issues. Hear about the findings from a recent study of 1,000 U.S. based small businesses about their challenges and expectations for banks, as well as key tactics that can be implemented for greater success. Hear from industry thought leaders about how the right onboarding experience can jumpstart a deeper client relationship, as well as the necessary steps to effectively create the right fintech marketplace to reposition financial institutions as advisors and partners, as opposed to simply transaction providers.


Key Reasons to Attend:

  • Participate in interactive panel discussions covering some of the industry’s hottest topics including small-business banking technology innovation and user experience enhancements, customer onboarding, and the growing role of fintech companies necessary to meet new customer expectations around money management, payments and lending
  • Network and exchange ideas with bank and credit union executives, as well as leading technology providers and thought leaders
  • Hear from Aite Group analysts about key trends impacting your business and recommendations for how to best position your organization for future success in today’s evolving industry

Who Should Attend:

Senior-level banking executives and financial industry leaders, including leading technology providers, focused on exceeding new small-business expectations around user experience, onboarding, and expanded capabilities beyond those traditionally offered by the banking industry.


Coronavirus/COVID-19 Update >>

Aite Group Event Chairs and Moderators

Christine Barry
Research Director,
Aite Group
David O’Connell
Senior Analyst,
Aite Group
Gilles Ubaghs
Senior Analyst,
Aite Group

Additional speakers to be announced soon.

Agenda at a Glance*

Wednesday, June 10, 2020

11:30am – 12:00pm                 Registration and Networking Lunch

12:00pm – 12:25pm                 Welcome and Opening Remarks by Christine Barry

12:25pm – 1:05pm                   Panel 1: Data and Analytics for a Better Customer Experience

1:05pm – 1:50pm                      Panel 2: The Critical Role of Customer Onboarding

1:50pm – 2:35pm                      Panel 3: Building a Successful Fintech Offering

2:35pm – 2:40pm                      Closing Comments

2:40pm – 3:10pm                      Sponsor Showcase & Networking

*Subject to Change

Sponsors to be announced soon.

Interested in sponsoring this event?
Please contact us at today to discuss our sponsorship opportunities!

Hilton Austin
500 E 4th Street
Austin, TX  78701