In today’s rapidly evolving financial landscape, banks serving SME and corporate clients face a dual imperative: embrace digital innovation while staying laser-focused on client needs. To better understand how financial institutions are navigating this transformation, the SME Banking Club, together with Asseco Poland and Advicerobo, has launched a new industry survey under the theme: “Tech-Driven, Client-Centric: New Priorities in SME & Corporate Banking Transformation.”
This survey is designed to capture the current state of digitalization, the integration of AI, and the strategic shifts shaping SME and corporate banking. It examines how banks are responding to increasing client expectations, the challenges posed by legacy infrastructure, and the opportunities presented by fintech collaboration and emerging technologies.
What the Survey Covers
The questionnaire is structured into three key sections:
- General Information – Understanding the respondent’s role, institution type, and client segments served.
- Digitalization of Services – Assessing the maturity of digital channels, consistency of client experience, integration capabilities, and the ability to deliver real-time services.
- AI in Banking – Exploring the extent of AI adoption, use cases in areas like credit risk, customer service, and marketing, and identifying the main barriers to AI integration.
Why Your Participation Matters
- Benchmark Your Progress
By participating, your institution can benchmark its digital and AI maturity against peers in the industry. This insight is invaluable for identifying gaps and setting strategic priorities.
- Shape the Industry Dialogue
Your input will contribute to a comprehensive industry report that highlights trends, challenges, and best practices. This report will be shared with all participants, offering a unique opportunity to influence the conversation around SME and corporate banking transformation.
- Gain Strategic Insights
The survey results will provide actionable intelligence on how banks are leveraging technology to enhance client experience, streamline operations, and stay competitive in a fintech-driven market.
- Identify Training Needs
The final section of the survey also gauges interest in AI-related training—whether technical deep dives or leadership-focused sessions—helping us tailor future educational offerings to your needs.
Who Should Participate?
This survey is ideal for professionals working in SME or corporate banking, digital transformation, innovation, IT, product development, or strategy roles. Whether your institution is just beginning its digital journey or is already leveraging AI at scale, your perspective is essential.
Take 10 minutes to shape the future of SME and corporate banking.
Your voice matters—and we’ll make sure it’s heard.
