Custom Banking Research

Find out what your customers really think with a banking research program that's tailored to your unique needs. We'll use in-depth audits, surveys, assessments, and panelist discussions to dig into your most pressing questions and unearth valuable qualitative and quantitative data—and relevant, actionable insights that yield true results.

Contact us at 763.253.1800 to consult with experienced banking analysts and find out how to make a big impact on the way you understand and serve your customers.

Success Stories:


Bankers happily shaking hands


With the goal of developing greater consistency and quality in customer experience, our client implemented our proposed Path to Excellence. The bank found success with a five-year plan built around an annual measurement of the customer experience and utilizing personalized customer results for each banker and a mentorship and reward program designed to help high-performing bankers teach others the skills that create exceptional loyalty.

"Over the last five years our scores have moved from describing the average bank to one of the best banks in our region. The front-line bankers feel our success. I am proud to tell people I work for (this Bank)."

Read this client's success story


Our client utilized our Feedback and Action Planning workshops and Voice of the Customer Research to shift the focus from individual relationships and communicate the broader picture of the marketplace. They found success with improved processes for treasury management solutions and error resolution, leading to greater cross-sell and loyalty.

"Our Relationship Managers look forward to receiving their results. They compare it to receiving your ACT scores. Thanks to normative data, they know in what areas they are performing better than, the same or worse than the market. These workshops help to focus our internal strategy groups on solutions that have improved treasury management cross-sell and error resolution."

Read this client's success story


When this bank wanted to determine and grow brand awareness, we used a custom research program to know their current usage and awareness statistics. The data was to be a baseline measurement that they could use to track against after marketing campaigns implementation.

"With the data from our custom Barlow Research study, we were able to set a realistic baseline for our current usage and awareness of our institution. Once we set our marketing campaign into action, we will commission another study to track our progress."

Read this client's success story


A top national bank needed fresh insights from business customers to better understand current issues while facilitating steady growth for the business. Using a Barlow Expert Panel, the bank was able to sharpen the delivery of its lending strategy and rejuvenate its service delivery in a way that conveyed how they could effectively meet their customers' credit needs.

"Working with Barlow has been critical in allowing our team to build a framework on how we communicate our value proposition to our customers. Business owners have diverse yet very specific credit needs, and the ability to tap into the Voice of the Customer as we build our offering has made us successful."

Read this client's success story


Wanting to expand value propositions without knowing exactly what the new value proposition should be, this client utilized a Strategy Map and Optimization Meeting to create a go-to-market strategy that included the introduction of several new branches and the re-structuring of other parts of the bank to streamline small business prospecting.

"The Barlow Research analysis and optimization meeting gave us a great foundation to kickoff our new strategy in the small business space. This project helped mobilize our team, giving us direction into what markets are important and how we need formulate a go-to-market strategy."

Read this client's success story


A community bank in a growth phase reaches out for a budget-friendly turnkey solution to set an actionable baseline for bank and banker performance service quality metrics. The Barlow Research Customer Experience Assessment provides a step-by-step customer research solution, including generation of the customer list, self-administering a proven and effective questionnaire. Data collection and dashboard reporting provided to the client, along with full analysis reporting, resulted in a greater understanding of their customer base and actionable improvements.

"Licensing the Client Experience Assessment was an excellent decision. It allowed me to focus my efforts in other areas and gave me the peace of mind that the research being done was high quality and from a professional source. It has created a baseline of reporting metrics that will help us measure and continue to improve customer satisfaction and loyalty."

Read this client's success story

Featured Content

First Friday Webcast: The State of The Middle Market: Business Confidence, Credit Demand and COVID Impacts

Register to attend Barlow Research's October 2020 First Friday Webcast! Friday, October 2, 2020 at Noon Eastern, 11 am Central, 9 am Pacific

Middle Market

Change Ahead!
Did you know that less than four middle market customers could equate to a potential $1 million revenue gain or loss to your bank? 

Barlow Research’s Middle Market Banking Program provides the insights needed to drive your strategy and transformation initiatives.

Contact us
to learn more.

Business Banking: Relationship Management in a Digital World

Barlow Research & Boston Consulting Group (BCG) have partnered to identify the implications of forced digital business banking adoption and define what remote/digital relationship management servicing strategies will work for businesses.

Analyst's Journal - Sep 23, 2020

Middle Market Products with the Fastest Growth Are Often Used Outside of the Primary Bank

Middle market companies ($10MM-<$500MM in sales) are lucrative customers to the bank. Less than...

Join the conversation on small business banking