15
Worksheet
Use this checklist to determine whether your financial
institution is recognizing and capitalizing on SMB relationship
opportunities–or whether you stand to lose them to competitors.
F Are you aware of your SMB clients' goals, investments and
purchases toward growth?
F Is your team able to identify and recommend opportunities
for growth as they appear?
F Does your current data and tools empower your reps to
begin conversations about SMB strategy and growth?
F Does your SMB client base come to you first when they have
urgent cash flow needs–and can your institution solve them
quickly and digitally?
F Does your current software support integrations or allow
SMBs to connect and consolidate data from other sources?
F Is your institution's SMB credit decisioning process as fast as
it could possibly be, and does it have any major blockers?
F Do you feel that SMB clients would classify your institution as
indispensable?
F Have you recently lost SMBs to competing digital financial
service providers?
