Want access to all this research for one price?

Subscribe to one
of our research programs.

May

16

2018

Analyst's Journal

Bank of America Changes the Game with Erica, a Virtual Financial Assistant

By Youa Yang

The day has finally come.  Since October 2016 when Erica was demoed at Money 2020, we’ve been waiting with great anticipation for the launch of Erica.  Erica, as described on the bank’s website, is a virtual financial assistant that can help with a variety of different tasks such as providing check routing numbers, viewing bills and scheduling payments, transferring money and finding past transactions among a long list of other tasks.  Erica...

May

4

2018

Podcast

$325

Navigating Uncertainty in the International Business Market

The onset of 2018 has brought heightened uncertainty for companies doing business internationally. In this webcast we will discuss topical issues ranging from regulation, culture and payment challenges for our international business customers and hear insights from Evan Goldstein, Head of Strategic Planning and Development at East West Bank on how conversations with international banking clients are changing from day to day. Join Barlow Research on Friday, May 4th, 2018 as we size the international market and discuss the challenges in addressing their concerns in this unpredictable political environment.

Apr

6

2018

Podcast

Complimentary

Innovation in Action: Announcing the 2018 Monarch Innovation Award Winners

Come and join us for the exciting announcements of the 2018 Monarch Innovation Award winners. On the webcast, we will be learning about the winning innovations selected this year. Audience members will get a first-hand look at this year’s winning innovations and the problems solved as well as benefits to the bank and to the business customer. This webcast 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

8

2018

Podcast

Complimentary

1st 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.

Mar

2

2018

Podcast

$325

Can the Leopard Change Its Spots? Switching Sales Focus to Deposits and Cash Management

While many commercial bankers and business bankers see themselves as lenders, deposits and service fees are key to boosting relationship profitability and return on assets. The critical jewel for bank relationships is the operating account supported by fees from “money in,” “money move” and “money out” bank services. Join Barlow Research for a one-hour webcast as we share the Voice of the Business Customer data, as well as listen to insights from Nick Miller, President at Clarity Advantage about transforming sales cultures at financial institutions.

Mar

2

2018

Research Data

$399

1st 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.

Feb

9

2018

Podcast

$325

Entrepreneurship Through Business Acquisition

Join Barlow Research for a one-hour webcast as we share the Voice of the Business Customer data, as well as listen to insights from Heather Endresen, Senior Loan Officer at Live Oak Bank and Royce Yudkoff, Professor of Management Practice at Harvard Business School.

Feb

5

2018

Research Data

$750

Market Share Database for 4th Quarter 2017

Provides Primary Bank Market Share based on rolling eight quarter data for specific sales volume and geography information. Trends the market share information across the most recent five quarters of Barlow Research data that is available.

Jan

5

2018

Podcast

$325

Using AI to Create Human-Centered Business Banking Recommendations

In today’s business banking environment, a majority of customers’ interactions with their primary bank take place through digital channels, and...

Dec

1

2017

Podcast

$325

Preparing for Business Customers in 2018: Assessing Economic Confidence and Loan Demand

2017 has been a tumultuous year when assessing the economic confidence of small businesses ($100K-<$10MM) and middle market companies...

Nov

15

2017

Research Data

$399

4th Quarter 2017 Small Business 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

15

2017

Research Data

$399

4th Quarter 2017 Middle Market 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

3

2017

Podcast

$325

Middle Market and Business Banking Customer Panel Discussion: Who They Choose to Bank with and Why?

Sixty-five percent of middle market banking companies ($10MM-<$500MM) are very satisfied with their primary bank, but are they loyal?

Oct

6

2017

Podcast

$325

Strategies to Expand Usage of Electronic Check Deposit Products

For a majority of small businesses and middle market companies, depositing checks continues to constitute over 50% of the activity...

Sep

8

2017

Podcast

$325

Ownership Transition in a Family Business: Opportunities, Challenges and Signature Moments

For multi-generation family-owned businesses involved with a transition to a new generation of leadership, the transition will bring...