How accountants can help their SME clients get the business banking they need

With the business banking landscape changing drastically over the past few years, many SME clients are facing difficulties getting the banking services they need and deserve. In this AccountingWEB webinar in association with Allica Bank, we’ll hear from two accountants about how they’ve helped their SME clients move their business banking to Allica Bank and the benefits they’ve seen, including a more personal service and access to products and rates designed for SME clients.

Agenda

The structural challenges of business banking and how this impacts SMEs and their Accountants
How and when does talking about banking come up in your client experience?
How can making proactive recommendations deepen your client relationships?
Where are the value-add opportunities to improve your clients' banking experience?
How to develop the accountant-banker relationship

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