The Small Business Flywheel:
How to Drive Adoption, Usage, and Growth

Why Small Business Banking Needs a Rethink

Small business demand has not disappeared. But adoption and engagement with banking services remain a challenge.

The problem is not effort or intent. It is a combination of internal misalignment and external competition.

Financial institutions are struggling as small businesses increasingly turn to third-party tools, while internal initiatives remain fragmented across strategy, product, and go-to-market teams.

As a result, adoption stalls and growth never compounds.

Build Your Small Business Flywheel

The Small Business Flywheel is a thought leadership framework designed to help banks and credit unions turn small business banking into a sustainable growth engine.

The series focuses on one core idea:
Small business growth happens when strategy, product, and execution are aligned around how businesses actually operate.

Across three executive sessions, we will explore how alignment drives adoption, usage, and long-term results.

It’s Not Just More Information, It’s a Plan of Attack

To make alignment tangible, this webinar series introduces a practical initiative financial institutions can rally behind.

Throughout the series, we will ground the Small Business Flywheel framework by focusing on an engagement and adoption plan for construction and trades businesses.

We will share data on why the construction and trades industry is a strong starting point, along with the training and go-to-market assets needed to effectively target and support these customers.