CBA Webinars

CBA Team Contact

Jake Fowler

Leading Small Business Banking into the Digital Age



Sherri Schwartz, Manager of Product Marketing, nCino 


Banks have the credibility and experience that come with hundreds of years of processing loans, along with a low cost of capital, which represents a tremendous resource for the small businesses counting on them. Unfortunately, small businesses are deeply affected by regulatory uncertainty and banking complexity. Gaining access to capital can be tough and stagnate and simply applying for loans or opening accounts is viewed as too long and cumbersome.. With the rising threat of alternative lenders, changing customer expectations, and an increasingly digital landscape, banks must adapt if they want to survive.

The good news is that there are plenty of opportunities to make borrowing a quicker and easier process for the business and the lender. From artificial intelligence and machine learning, to digitization and automation tools, to powerful data analytics, there are many tools available to financial institutions, and many ways to successfully leverage them. In this webinar, we’ll show how banks can take a cue from disruptors and incorporate technology and automation into a more efficient lending process.

By using new technology and innovative tools to digitally connect with borrowers, banks can find new and exciting ways to better serve their small business customers today and well into the future.


  1. Challenges facing the financial services industry, including alternative lenders, aversion to change, and legacy systems
  2. The technological advancements that have changed customer expectations across all demographics
  3. Industry best practices to overcome the “experience divide” by creating a more efficient lending process


  1. Learn the how fintech tools can improve financial institutions’ consistency, compliance, efficiency and processing time 
  2. Hear examples of banks that have achieved impressive ROI from high tech and high touch processes
  3. Gain insight into how technology can be leveraged to create a better, more personalized relationship with customers and colleagues 

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Sherri Schwartz

Manager of Product Marketing, nCino

Sherri Schwartz is the Manager of Product Marketing at nCino. With over three years in Product Marketing at nCino, Sherri also brings 10+ years of experience in communications and sales. When she's not at work researching financial industry trends, Sherri enjoys spending time at home with her husband and two sons.


09/05/2019 at 2:00 PM (EDT)  |  Recorded On: 09/05/2019
09/05/2019 at 2:00 PM (EDT)  |  Recorded On: 09/05/2019 Please click the button to the right to join the webinar.