Barlow Research Associates, Inc. Voice of the Business Customer

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Special Webcast Invitation Monday, July 23rd, 2018
You're invited to.....   Click here to register!
"Small Business Insights 2018: Banker of the Future"
Join us for 30 minutes on:
Thursday, October 12th, 2017
Noon Eastern, 11 am Central, 9 am Pacific
Register to learn about the scope and benefits of this new study!

Barlow Research Associates and Oliver Wyman invite you to an overview of our third collaborative investigation, focused on the evolution of small business banking. Previous initiatives centered on the future of credit delivery. In 2018, we will examine and envision future sales and service models for small business customers. As always, our goal is to deliver actionable insight for decision making.

A two-track methodology and interactive forums will leverage the respective capabilities and expertise of Barlow Research and Oliver Wyman.

  • Customer Perspective:
    • Market segmentation and diagnostic trend reporting will result in distinct customer personas.
    • The journey of actual small business customers will illustrate engagement scenarios and best practices at ten top US banks.
    • Online panelists will react to forward-looking service model concepts in the Concept Incubator.
  • Banker Perspective:
    • Benchmarking report of participating banks’ small business sales and service approach and expectations of future delivery models.
    • In the banker of the future design studio, high-perfoming bankers from participating banks will share perspectives and ideate new service concepts to be tested with customers in the Concept Incubator.
  • Two discussion forums will frame this study:
    • A webinar on November 28th will be held with committed and interested participants to finalize the research design.
    • Key findings, insights and implications will be shared and discussed at an in-person forum with study sponsors in May 2018 in Minneapolis.

Please join us for a 30-minute prospectus overview on this new initiative.


  1. Overview of goals, research plan, timeline, deliverables
  2. Sponsor benefits/subscription levels/pricing
  3. Q&A

This is a multi-bank meeting for decision makers in small business service delivery, strategy and customer insight. There is no charge to attend, all are welcome. Participation in this call does not commit you to a future research purchase.

To Register:

Please click on the link below, login to the Barlow Research website, and submit your contact information to complete your registration. You will receive additional instructions via email.

If you have questions, or are unable to attend on October 12th, please contact:

Marcia Kalfas

Please feel free to forward this invitation to other interested colleagues in your organization.

Thank You!


Barlow Research Associates, Inc.
917 Lilac Drive North
Minneapolis, MN 55422
Tel: 763-253-1800 Fax: 763-253-1879

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