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.

Please contact us

to request a demo or schedule a phone meeting

 

Featured Content

2024 DIGITAL ACCOUNT OPENING STUDY

Given the increased competition to win core deposit relationships, the stakes are higher than ever for financial institutions to digitize and streamline the deposit account opening process for small businesses ($100K-<$10MM in annual sales).

The Crossroads of Convenience: Should Banks Become SMB Financial Hubs?

Barlow Research is pleased to share this complimentary article penned by Steve Dow, Founder and CEO, of Monit.  In this article, Steve opines on the concept of financial institutions as digital hubs and marketplaces.  

Business Banking Conference 2024

New for 2024, we’re bringing the Barlow Conference to two cities this year! Pick the city and date that fits your schedule best!

Analyst's Journal - Mar 27, 2024

U.S. Bank Guides Small Business Customers to Optimal Digital Security with Gamification

Today’s digital banking environment has seen a significant transformation since the initial emergence of online...

Join the conversation on small business banking