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Enter to win a premium bottle of bourbon! Simply provide your name and phone number to join the giveaway. Winners will be randomly selected and notified via text to pick up their bottle on Wednesday, April 1st, before conference end. Don't miss your chance to take home this exclusive prize!
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Meg PannierFiServ, Vice President and Head of Adoption Marketing
Mac ThompsonWhite Clay, President and Founder
Small businesses are facing rising costs, tighter cash flow, and shifting operational demands. This session breaks down how small businesses choose financial tools and providers, how they prefer to engage, and where their needs differ by segment. Panelists will highlight what these behaviors mean for product, service, and relationship strategies. Attendees will gain clear insights to position their bank as a true partner—not just a transaction point—in the small business landscape.
White Clay guides banks and credit unions to build deeper and more profitable relationships. Our software provides a complete view of relationships and actionable ways to maximize profitability in daily business decisions. We drive banker performance by aligning organizational goals and incentives to shareholder value. For nearly 20 years, top financial institutions nationwide have trusted our comprehensive approach to optimize their profitability, pricing, and relationship deepening.
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