Webinar: How accountants can help their SME clients get the business banking they need by AccountingWEB

About

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.

Join AccountingWEB’s Jake Smith, Conrad Ford, Chief Product and Strategy Officer at Allica Bank, Rakesh Dua, CEO of DUA Accountancy, and Fran Reed, Partner of Verallo, to discuss the benefits of being able to support your clients to find a better banking relationship.

Our agenda below covers the discussion points on 23rd April at 2pm.

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

Presenters

Jake Smith

Head of Branded Content, AccountingWEB

AccountingWEB’s Head of Branded Content joined the team in July 2021 to work closely with vendors and clients to help deliver engaging, original content for AccountingWEB members.

Conrad Ford

Chief Product & Strategy Officer, Allica Bank

Conrad Ford is Chief Product & Strategy Officer at Allica Bank (www.allica.bank), recently named by Deloitte as the UK’s fastest-growing fintech firm ever, and backed by TCV - investors in the likes of Netflix, Revolut and Spotify. Allica is reimagining banking for established SMEs with the latest technology. Previously Conrad was sole founder of Funding Options - a fintech listed in the 2022 FT 1000 list of Europe’s fastest-growing firms - that latterly sold to leading neobank Tide.

Fran Reed

Client Partner, Verallo

Rakesh Dua

CEO & Founder, DUA

Rakesh is CEO of DUA Accountancy & Business Consultancy. An award winning Individual who has built the Practice and developed it through uncertain and challenging times. Also has undertaken a number of projects on a personal level which has allowed him to “be the client” This mix of experience “professionally and commercially” allows him to work with ambitious Business Owners and Most importantly develop his team to adopt the same skills which are only just being nurtured by other Accountants in the new world ….of what clients want!

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