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High performing bankers will minimize credit surprises through proactive customer contact and communication that is focused, concise and reassuring.
 The credit crisis continues to shock the financial services industry and the treasury managers of middle market companies. On October 8, 2008 Barlow Research hosted a Web cast to determine the types of information middle market companies felt they needed from their bank during these turbulent times. We spoke to eight panelists during an hour-long tele-focus group. The topics of discussion, summarized in this report, included what middle market companies know about their banks, how they developed that information and what they need to know going forward.
This report can be used strategically for planning and training purposes. A Banker's Checklist with suggested points of action is compiled at the beginning of the report. This Banker's Checklist can be separated from the report and distributed to team leaders and individual Relationship Managers.
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Table of Contents: |
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1.) |
Banker’s Checklist: What Middle Market Customers Expect from Their Banker During the Credit Crisis |
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2.) |
Current Economic Conditions & Effect of Credit Crisis |
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3.) |
Banks' Willingness to Lend Money & Safety of Deposits |
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4.) |
Following the Changing Events & Adjustment of Financial Resources |
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5.) |
Information Provided by Bankers & What Companies Expect to Hear |
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6.) |
Excelling in This Environment |
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7.) |
Questions Every Banker Should Be Able to Answer & Other Sources of Information |
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8.) |
Greatest Near-Term Challenge |
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Deliverables: |
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What Middle Market Customers Expect from Their Banker During the Credit Crisis In-Depth Report (PDF file format) |
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Banker's Checklist: What Middle Market Customers Expect from Their Banker During the Credit Crisis (PDF file format) |
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Voice of the Customer Web Conference, "What Middle Market Customers Expect from Their Banker During the Credit Crisis" (Webcast MP3 recording, transcriptions and accompanying slides) |
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By Sandy Croke
Non-Member Cost:
$750 USD
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MMB Members:
Login for Access |
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