Unlocking the new SMB Customer: Driving segment growth through Cashflow & AI

About the Webinar

2:00 PM - 3:00 PM ET

PRESENTERS:

• Sarah Sherman, Director, Product Management, Mastercard Open Finance
• Jay Long, Co-founder and Chief Operating Officer of Parlay

ABOUT THE WEBINAR: 

Small businesses are a critical engine of growth, yet many still struggle to access the full financing they need to operate, expand, and invest in their future. For lenders, the challenge is often not a lack of demand—it is limited visibility into a business’ real-time financial health, cash flow, and performance. This webinar will explore, how Mastercard Open Finance’s1 data and insights, and Parlay’s AI- enabled Loan Intelligence Systems (LIS), can help financial institutions incorporate these into the SMB credit review processes. Attendees will learn about Mastercard Open Finance solutions to help identify additional lending opportunities, support underwriting, and uncover opportunities to responsibly expand small business portfolios. The discussion will also touch on how cash flow insights and enhanced operating solutions, including Parlay’s AI-enabled capabilities, can help lenders better serve businesses.

THIS WEBINAR WILL COVER:

• How limited visibility into SMB cashflow and business performance can constrain credit access—and where open finance can help lenders see a fuller, more current picture.
• How data, benchmarking, performance insights, and timely risk signals can help lenders evaluate SMB opportunities and support SMB credit review processes.
• How Parlay’s AI-enabled loan intelligence system (LIS) can help streamline workflows and support more scalable, and sustainable portfolio growth.

TOP 3 BENEFITS TO ATTENDEES:

1. Understand how open finance and data can help lenders expand credit access to qualified businesses while supporting responsible lending.
2. Learn how cash flow insights, benchmarking, and emerging analytics can support SMB credit review processes and reveal new opportunities for portfolio growth.
3. See how Parlay’s AI-enabled loan intelligence systems can help streamline workflows, support credit review processes, and support more scalable, sustainable SMB portfolio growth.

ABOUT OUR PRESENTERS:

Sarah Sherman 

Director, Product Management, Mastercard (Open Finance)

Sarah Sherman is Director of Product Management at Mastercard, leading Open Finance and Small Business Solutions. She specializes in building and scaling innovative financial products that expand access to capital for small businesses and underserved communities. Prior to Mastercard, she held product leadership roles at American Express, launching digital lending and AI-powered customer solutions. Sarah brings deep expertise in open banking, product commercialization, and social impact-focused innovation

Jay Long

Co-founder and Chief Operating Officer, Parlay 

Jay Long is the co-founder and Chief Operating Officer of Parlay, an AI-native fintech building the Loan Intelligence System, which transforms intake, eligibility assessment, and product qualification for small-business lending. Parlay helps banks, credit unions, and SBA lenders convert more small business applicants into funded loans.

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