3:00 PM - 3:30 PM

Trusted Advisor to Strategic Connector: How Middle Market Bankers Deliver the Whole Bank in the Age of AI

This session will explore a question at the center of growth for banks serving the middle market: What does it truly mean to be a trusted advisor, and how does that position enable bankers to deliver the full capabilities of the bank to their clients?
 
The discussion will also examine a critical, emerging dimension of this role: the impact of artificial intelligence. Panelists will consider AI both as a growing area of client need and as a transformative force reshaping how bankers engage, advise, and create value.
 
Together, these themes will frame a forward-looking conversation on how commercial bankers can deepen relationships, expand relevance, and drive whole-bank growth in an increasingly complex and technology-driven environment.
Picture of Michael Lutz

Michael Lutz

SVP Business Banking Strategy Executive Bank of America

Picture of Matt Beardall

Matt Beardall

Managing Director Northeast and Southeast Segment Head J.P. Morgan Commercial Banking

Picture of <i style="color: black; font-size:18px;">Moderator</i><br/>Megan Seitchik

Moderator
Megan Seitchik

Middle Market Program Director Barlow Research

For more information, please contact us 763-253-1800 or email conference@barlowresearch.com or contact your primary Barlow Research contact.