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FREE Event: 5 Strategic Solutions You Need to Offer Business Customers in 2019

May 29 @ 2:00 pm - 3:00 pm EDT


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Business Customer

As financial institutions ponder the changes in delivering financial services, it becomes increasingly evident that focusing on businesses should be a high priority. They are your best, most profitable customers or members. The question we should be asking is “Are we a strategic partner to our current and future business customers”?

By examining how you become strategic, you can focus on business services that go beyond the tactical and provide a benefit beyond traditional cash management / treasury services. When FIs assist businesses in lowering their costs, provide business growth assistance or enhance the customer experience, they become a strategic partner to those businesses.

This banking webinar will highlight 5 specific opportunities FIs should consider in order to transition from a “financial institution” into a valued strategic partner.


FREE for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Wednesday, May 29, 2019

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)


  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

About the Speaker

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.


Register Now


May 29
2:00 pm - 3:00 pm
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