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Jan

15

2020

Analyst's Journal

Not All Small Business Banker Coverage Models Are Created Equal

By Joel Mueller

Assigning an Account Officer or Business Banker in the small business segment ($100K-<$10MM in annual sales) can be a challenging proposition. Many institutions...

Jan

10

2020

Podcast

$325

Assessing the Health of Your Middle Market Product Line

Join Barlow Research for a one-hour webcast as we share product usage data for the middle market banking segment.

Dec

6

2019

Podcast

$325

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

Join Barlow Research as we discuss small business and middle market economic outlooks from the latest Economic Pulse Study.

Nov

11

2019

Research Data

$600

4th Quarter 2019 Economic Pulse Report

The Barlow Research Economic Pulse Survey is an invitation-only economic survey administered online or via fax, fielded for two weeks during the first month of each quarter. A stratified sample based on four US regions and nine sales volume categories is used. The results are weighted by regions and sales volume categories using the most current business population counts.

Nov

1

2019

Podcast

Complimentary

The Future of Open Banking for Businesses

Join Barlow Research to hear about how Ninth Wave enables Financial Institutions to give their business clients secure access to their data on their terms.

Oct

11

2019

Podcast

$325

Remote Relationship Managers: A Way to Provide Valuable Human Interactions in a Digital World

Join Barlow Research for our regular monthly First Friday business banking webcast as we share Voice of the Business Customer data and hear from Brad Mayer on examples of remote RM models and how they can fit in with a bank’s segmentation.

Sep

6

2019

Podcast

$325

Mobile Banking for Middle Market

Join Barlow Research for our regular monthly First Friday business banking webcast as we learn about mobile usage, functionality and important customer experience considerations necessary for a strong middle market solution.

Aug

16

2019

Podcast

Complimentary

3rd Quarter 2019 Economic Pulse Update

Enjoy a complimentary podcast from Barlow Research each quarter covering the latest results of our ongoing Economic Pulse Survey. Find out how business leaders view the state of the economy and their business, as well as their future outlook.

Aug

7

2019

Research Data

$600

3rd Quarter 2019 Economic Pulse Report

The Barlow Research Economic Pulse Survey is an invitation-only economic survey administered online or via fax, fielded for two weeks during the first month of each quarter. A stratified sample based on four US regions and nine sales volume categories is used. The results are weighted by regions and sales volume categories using the most current business population counts.

Aug

2

2019

Podcast

$325

Leveraging Technology to Enhance the Customer Experience: KeyBank's Success with Small Business Wellness Review

Join Barlow Research as we hear about how KeyBank’s Small Business Wellness Review has transformed their customer conversations at the branch.

Jul

12

2019

Podcast

$325

Is Your Small Business Footprint Under Attack?

Media headlines abound lately about large banks expanding branch presences in different areas across the country. While many banks are focused on the digital transformation and some are even going branchless, why is now a time to expand physical locations?

Jun

7

2019

Podcast

$325

Trendspotting 2019: Eight Numbers Shaping Business Banking

The Trendspotting presentation is an annual staple at the Barlow Research Business Banking Conference, and we’re happy to share this presentation with those who were not able to attend this year’s event in Chicago. In this webcast, Barlow Research will explore the business banking trends that we believe will impact the industry, including...

May

23

2019

Podcast

Complimentary

2nd Quarter 2019 Economic Pulse Update

Enjoy a complimentary podcast from Barlow Research each quarter covering the latest results of our ongoing Economic Pulse Survey. Find out how business leaders view the state of the economy and their business, as well as their future outlook.

May

10

2019

Research Data

$600

2nd Quarter 2019 Economic Pulse Report

The Barlow Research Economic Pulse Survey is an invitation-only economic survey administered online or via fax, fielded for two weeks during the first month of each quarter. A stratified sample based on four US regions and nine sales volume categories is used. The results are weighted by regions and sales volume categories using the most current business population counts.

May

3

2019

Podcast

$325

Live Panel Discussion: The Middle Market Banking Credit Experience

Credit is very important in the middle market banking segment. The majority of middle market companies (companies $10MM-<$500MM in annual revenues) are borrowers. However, when asked if their primary bank effectively meets their credit needs, large banks receive lower ratings compared to medium and small banks. In addition, customers in the middle market banking segment report that the average loan approval time takes longer than they prefer. Join Barlow Research on May 3rd for a live panel discussion with middle market companies about their decision to borrow and their credit application journey. Gather key take-aways from these panelists' recent experiences with applying for credit.