Aite Group's Small Business UX Forum is going VIRTUAL! 

Due to the COVID-19 global health crisis, Aite Group’s Small Business UX Forum is transforming into a virtual event on June 10th. While we had hoped to meet in Austin, Texas for a face-to-face event, we’re excited to launch an interactive virtual event experience for our attendees, speakers, and sponsors.

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 as they explore 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. Listen to industry thought leaders as they discuss how the right onboarding experience can jump-start 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 through a virtual experience
  • 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.

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

Featured Speakers

Paula Barrington
EVP, Executive Director,
BOK Financial

Jason Carone
Director of Product Management,
Silicon Valley Bank

Adam Carson
Operating Partner,
Point72 Ventures

Jay DesMarteau
Head of Commercial Distribution,
TD Bank

Robert M. Fisher
President and CEO,
Tioga State Bank

Susan Harden
Senior Director, Global
Banking Solutions,

Denise Rossi Henn
SVP, Digital Group Experience
Manager, CFI/Small Business,

Mike Horrocks
Vice President of
Product Management,
Baker Hill

Chad King
Director of Payments,
First State Community Bank

Mark Messick 
Director of Products,
Lending Solutions,
Jack Henry & Associates

Johnny Ola
VP of Strategic Alliances
and Business Development,

Marc Salinas
Vice President,
Solutions Consulting,
Bottomline Technologies

John Vander Vennet
Vice President,
Head of Sales,
Ninth Wave

Noah Wilcox
President, CEO
and Chairman,
Grand Rapids State Bank

Karla Worley
VP of Business Development,
RDC, recently acquired by Moody’s

Alex Zuck
Global Head of Product,
RDC, recently acquired by Moody’s

Agenda at a Glance*

Wednesday, June 10, 2020

10:00am – 10:20am ET                 Welcome and Opening Remarks by Christine Barry

10:20am – 11:05am ET                 Panel 1: Leveraging Data and Analytics for a Better Customer Experience

11:05am – 11:10am ET                 Virtual Sponsor Showcase

11:10am – 11:55am ET                 Panel 2: Life After PPP: Agile Is the New Normal

11:55am – 12:00pm ET                 Virtual Sponsor Showcase

12:00pm – 12:45pm ET                 Panel 3: Building a Successful Fintech Offering

12:45pm – 1:05pm ET                    Fireside Chat: The Current State of Fraud and Its Peril for PPP

1:05pm – 1:10pm ET                      Closing Comments

1:10pm – 1:30pm ET                      Virtual Networking Experience

*Subject to Change

Platinum Sponsors

Digital Sponsor

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