SME Banking

Materials

What you’ll learn

As SME banking continues to evolve in a digital-first, AI-powered environment, the role of the Relationship Manager is being redefined. No longer just the face of the bank, today’s RM must also be a data-driven advisor, powered by smart tools, real-time insights, and enhanced productivity capabilities.

In this session, we’ll explore how banks are equipping their RMs with next-generation tools—ranging from intelligent CRM platforms and AI-powered customer insights to digital sales support and performance monitoring dashboards. We’ll also look at how the human-digital balance is shifting, and how RMs can thrive by combining personal relationships with the power of advanced technology.

Join us to hear how industry leaders are rethinking RM enablement to unlock new levels of engagement, efficiency, and growth in SME banking.

in partnership with

Corporate Value Associates is a Global Strategy Boutique supporting market leaders in creating value through its customer-centric approach.

Key topics

Equipping RMs with Smart Tools and Insights

Balancing Human Relationships and Digital Innovation

Driving Productivity and Impact in SME Banking

Speakers

Ulf Erik Lett
Corporate Value Associates
Partner
Ken Burke
Qorus
SME Banking Community Chairman & Senior Advisor
Susan Davies
Santander UK
Head of Business Banking
Lalatendu Mohanty
Rakbank
Executive Vice President & Head of Trade & Working Capital

Speaking institutions