Fueling SMB Growth for Bankers

Insights from Industry Experts

Commercial and business bankers need more than just traditional tactics to grow their pipeline. Building strong, profitable SMB relationships now depends on smarter strategies—powered by data and technology.

Martin Wise, CEO & Founder of RelPro, Nancy Schneier, CRO & Founder of Vikar, and Steve Vitale, Managing Director & Head of National Sales at Valley Bank, shared their expertise in a discussion packed with practical insights on how top bankers are using technology and data to drive business development, deepen relationships, and win in the SMB space.

Speakers

"Data is fundamental now to finding new clients, staying engaged with existing clients, banker efficiency, CRM and technology, and AI initiatives. Is your data up to standard or not? At the end of the day though, it's all about saving bankers' time and filling their pipeline."

-Martin Wise, RelPro CEO & Founder