Recording: Small Business Banking: Are you Winning or Losing?

Date & Time
Aug 30, 2023 - Aug 30, 2024
2:00 PM
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About the Webinar

PRESENTER:

  • Lindsay Burkhalter - Director, Small Business Solutions at Curinos
  • Andrew Hovet - Director at Curinos

 

ABOUT THE RECORDING:

The Small Business segment is a more valuable asset to financial institutions than ever before.  But are you winning or losing in the space? Join Lindsay Burkhalter, Director of Small Business Solutions at Curinos, as she explores the key actions needed to incubate life-long Small Business client relationships, including proactive strategies to address 1071 impacts prior to rule implementation*.  

 

THIS RECORDING WILL COVER:

  1. The value of the Small Business relationship 
  2. Four areas of success
  3. 1071 strategy*
  4. How Curinos can help
     

TOP BENEFITS TO ATTENDEES:

  1. Learn the complete value of the Small Business customer across products/channels
  2. Deep-dive into key areas of focus to ensure success in the segment
  3. Identify the steps you can take now to be fully prepared for 1071 implementation* 
  4. Understand how a partnership with Curinos can help you win 
     

*On March 30th 2023, the Consumer Financial Protection Bureau (CFPB) issued its final rule to amend Regulation B to implement changes made to the Equal Credit Opportunity Act (ECOA) via section 1071 of the Dodd-Frank Act.  Lending institutions will be required to aggregate and submit select data points on small business credit applications to the CFPB on an ongoing basis.  Applying section 1071 to small business lending is intended to promote greater transparency and, potentially, greater access to credit for many businesses.

 

**CBA Webinars are free for all CBA members. Please login to register. If you have any questions or need assistance with registration please reach out to Isabella Brennan (ibrennan@consumerbankers.com).