Tools

Strategy Dashboard

The Strategy Dashboard™ consists of five online tools that will allow you to find business opportunities through sizing markets and evaluating market-specific product usage. Utilizing various sources of information, Strategy Dashboard™ can help everyone from a vice president to a relationship manager.

Primary Bank Legacy Market Share

Provides Primary Bank Market Share based on specific sales volume and geography information. Trends the market share information across the most recent five quarters of Barlow Research data.

Relationship Management Staffing Model

Generates estimates on the number of prospects and customers a relationship manager can handle while continuing to maintain specific service and prospecting levels.

Value of the Customer

Provides the user with information regarding the size of deposit, loan and fee markets based on Sales Volume, Industry and Geography. Estimated revenue calculations can be adjusted by the user based on internal information from the bank regarding product usage, average balance or fee and/or margin.

Customer Profiler - Strategy Edition

Provides the user with overall product usage trends for over 25 financial service products based on Sales Volume, Industry and Geography. Creates quick and easy-to-interpret individual product growth comparisons based on region, industry and sales volume.

Customer Profiler - Banker Edition

Provides product usage estimates with higher industry granularity than Customer Profiler-Strategy Edition. Quickly generates estimated product usage for over 25 products at a two-digit SIC level.

Business Internet Banking Test Drive

The Business Internet Banking Test Drive is an ongoing study conducted by Barlow Research Associates to look at the online offerings to Small Business customers from the largest banks in the United States. Barlow Research maintains a small business checking and savings account at each institution. With these relationships established, we then access our accounts online - and we bring our clients along for the ride.

Barlow Research conducts a comprehensive review of the online banking functionality offered at these financial institutions and documents our experience in a fully narrated video library so you can easily find what you are looking for and learn how your competitors deliver on the functionality. Over seventy-five features are tested and results are weighted by the importance to the end user.