Picture of Rachel Ness<br>Research Analyst

Rachel Ness
Research Analyst

Posted: Aug 15th, 2024

In this episode, Rachel Ness, Small Business Analyst talks with two small business owners, Andy Kiel of Optimize Investments and Bader Alwazzan of Prime Casting about the onboarding of new products at their large (assets >$50B) primary banks. Listen to learn how communication during the onboarding experience effects the relationship and impression they have of their primary bank.