Materials
Rakbank.pdf
SantanderUK.pdf
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.
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
Speaking institutions