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Feb

20

2019

Analyst's Journal

An Assigned Account Officer May Help to Lower Primary Bank Defection Rates of Small Businesses in Ownership Transition

By Emily Cade

In 2018, Barlow Research asked a new question to learn what percent of small businesses ($100K-<$10MM in annual sales) had already transitioned ownership of their company, either fully or partially in the past five years. In the latest rolling four quarter data, 12% of small businesses indicated they experienced total or partial company ownership transition in the last five years. This increased with sales size from 11% among companies with $100K-<$500K to...

Nov

9

2018

Podcast

Complimentary

1st 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.

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

4

2019

Research Data

$950

Market Share Database for 4th Quarter 2018

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.

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.

Oct

16

2018

Podcast

Complimentary

Is Digital Transformation Helping Small Business Borrowers?

Digital transformation is a clear priority among top bank initiatives. But do these investments in digital transformation meet the needs of the small business borrower? What do small businesses expect their bank interactions will look like in five years? Enjoy this special Mirador-sponsored complimentary 30-minute podcast (recorded from a live webcast held on 10/16/2018) featuring Youa Yang, Digital Business Banking Program Director at Barlow Research Associates, and Trevor Dryer, co-founder and CEO at Mirador, designed to explore the dynamics between digital transformation and the future of digital lending.

Oct

5

2018

Podcast

$325

Turn Your Passive Small Business Customers into Promoters

The Net Promoter Score (NPS) is a metric that has garnered much attention in recent years. It seems that one follows it like a religion or doesn’t use it at all. While it is a simple metric to track to evaluate your customers’ experience, it is just one metric. Connecting NPS to other metrics including overall satisfaction and brand ratings can help you to understand the full picture. Digging further into your customer experience data can help you pinpoint issues to focus on that can help you turn passive customers into promoters.

Sep

7

2018

Podcast

$325

Sixteen Commercial Banking Sales Success Practices

Is Consultative selling dead? Is Solution selling in the rear-view mirror? Does the old playbook no longer work in commercial banking sales? Join this fast paced one-hour webcast for practical insights from Jack Hubbard, Chief Experience Officer of St. Meyer & Hubbard. Jack believes in this highly competitive environment, trust-based selling is the answer.

Aug

14

2018

Podcast

Complimentary

3rd 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.

Aug

14

2018

Research Data

$399

3rd 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.