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Jun

19

2019

Analyst's Journal

Fifth Third and Citizens Bank Discuss New Middle Market Delivery Models for Credit, Sales and Servicing

By Donna Arce

This year at the Barlow Research Business Banking Conference (May 20 and 21 in Chicago, IL) we invited banking experts to participate in a middle market panel discussion to explore new delivery models for credit, sales and servicing. Two of our middle market panelists were Shelly Harper, Credit Risk Process Executive, Fifth Third Bank and Carlton Williams, SVP, Chief Administrative Officer of Corporate Banking, Citizens Financial Group, Inc...

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

$399

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.

Apr

5

2019

Podcast

Complimentary

Announcing the 2019 Monarch Innovation Award Winners

Come and join us for the exciting announcements of the 2019 Monarch Innovation Award Winners. Audience members get a first hand look at this year's winning innovations, the problems solved, benefits to the bank and to the business customer. This podcast is a great opportunity to celebrate current innovations in business banking. Please join us for a thought-provoking session about the latest trends and innovation in business banking!

Mar

20

2019

Podcast

Complimentary

Sponsored podcast: Why Digital-Only Business Lending Strategies Fall Short in Delivering Growth

Top relationship banks are integrating the speed and efficiency gains of digital lending with technology that empowers their bankers to identify quality businesses, close loans in new ways, and go beyond the loan transaction to gather deposits and expand share-of-wallet. The result of this strategy not only generates meaningful business portfolio growth, it reimagines the customer experience: one that delivers speed and simplicity, omni-channel choice and consistency, and a level of proactive and informed service that breeds long-term loyalty.

Mar

1

2019

Podcast

$325

Advancing Mobile Banking for Businesses into 2019 and Beyond

It’s 2019 and the digital transformation initiatives are in full force. At the top of the list of digital initiatives is bringing more advanced functionality to mobile banking. In its infancy, mobile banking had only a few core functionalities such as viewing account balances and transferring money to internal accounts. Today, mobile banking for businesses, particularly small businesses, has expanded far beyond what we could have ever imagined 10 years ago.

Feb

7

2019

Research Data

$399

1st 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.

Feb

1

2019

Podcast

$325

Do Small Businesses Need More Than Traditional Banking Services?

Small businesses ($100K-<$10MM in sales) use eight financial products on average, with the majority of these used with their primary bank. These products tend to be the traditional cash management and deposit services. We see low current usage, and low future likelihood to use, of some of the electronic payments and services. Also, very few small businesses purchased new financial services from any institution in the last year.

Jan

11

2019

Podcast

$325

Account Officer Management: Identifying Strengths and Collecting Actionable Customer Feedback

The Account Officer is the center of the middle market relationship. The Account Officer navigates the bank on behalf of the customer and empowers a team within the bank to effectively service the customer. Undoubtedly, some Account Officers are stronger than others in their role and the key is to identify strengths and effective work practices and emulate them throughout your organization.

Dec

7

2018

Podcast

Complimentary

Evolving Challenges and Competition for Small Business Banking

New challengers entering the financial services market increasingly present a threat to the relationship commercial banks have with small businesses. More importantly, these new challengers are more sophisticated than the early disruptors of the past. "Challengers" are vested in being digital, transparent and nimble. As more of these new entrants develop financial products and services for business customers, status quo strategies will no longer suffice for commercial banks.

Nov

9

2018

Podcast

Complimentary

4th Quarter 2018 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.

Nov

9

2018

Research Data

$399

4th Quarter 2018 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

2

2018

Podcast

$325

Building the Business Case for Digital Assistants: How Bank of America Brought Erica to Market

The future for digital banking is bright and brings forth new technological advances which can allow financial institutions to provide a transformative customer experience. Earlier this year, Bank of America launched their virtual financial assistant, Erica, for consumers and small businesses. Erica is an exciting technology that allows the customer to monitor accounts, transact or ask routine questions using text and/or voice commands. As the industry continues to work toward digital transformation, new technologies can be leveraged to reimagine interactions with small business customers.