Interactive Strategy Dashboard Tools

Five valuable strategic tools, founded on Barlow's voice of the business data, helps our clients find and size markets with the goal of deepening share of wallet and enhancing sales and service quality.

Primary Bank Legacy Market Share

Primary Bank Legacy Market Share *

This is an interactive tool, calculated based upon respondents' self-reported Primary Bank. The Primary Bank Legacy Market Share Database estimates market share based on a rolling 8 quarter basis. To receive a primary bank legacy market share estimate each time period must contain a sample of at least 100 respondents. The Primary Market Share Tool is updated on a quarterly basis and available for purchase by the quarter, or for one year.

Relationship Management Staffing Model

Relationship Management Staffing Model *

Based on client's inputs on staff size, work hours, service goals, etc. this tool 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

Value of the Customer

Founded on Barlow's customer research and industry data, this modifiable tool allows users to find and size revenue opportunities in the market.

Customer Profiler Banker Edition

Customer Profiler Banker Edition

Provides product and product set usage by different industry verticals. This interactive tool quickly generates estimated product usage for over 30 products based at a four-digit SIC level. Bankers can overlay their customer dimensions and view how it compares to national levels. This effective sales tool identifies gaps in product penetration and highlights cross-sell opportunities.

Custom Profiler Strategy Edition

Customer Profiler Strategy Edition

Provides overall product usage trends for more than 30 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.


* The Primary Market Share and Staffing Model Tools are included in a 12 month membership to the Small Business and/or Middle Market research program. The additional three tools (Value of the Customer, Custom Profiler Strategy Edition and Custom Profiler Banker Edition) can be added at a program member price.

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to request a demo or schedule a phone meeting


Featured Content

Podcast: "Financial confidence and credit implications: Climbing, coasting or collapsing?"

Video/Audio podcast recordings of the December 2019 First Friday are now available! Free to licensed clients in MyBarlow or available for sale.

Finding Core Deposits Study

New! This study is a three-component initiative designed to identify the best opportunities to increase core deposits. This study will capture the deposit behaviors in three business customer sales ranges, analyze deposit balances, and size and identify opportunities.
Timely guidance to support growth strategy!

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to learn more.

Strategy Dashboard Tools

All of Barlow's Strategy Dashboard tools have been updated with the most current data! Licensed customers may log in to MyBarlow to use these powerful data-driven tools to find actionable learnings about customer value, staffing, market share and more!

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