Small Business Zelle® User Study

Small Business Zelle User Study


Key competitive intelligence!

Uncovering Zelle® for Small Business: Functionality and Customer Experience

Zelle for Small Business Study


After much anticipation, Zelle® is now servicing small businesses. Barlow Research's Small Business Zelle® User Study uncovers how four financial institutions are deploying Zelle® to small business customers by testing the functionality and customer experience using each institution's mobile application. Barlow Research evaluated these institutions

Bank of America Chase Regions U.S. Bank

This study addresses the following:

  • Getting started with Zelle® (i.e. linking bank account to phone number / email address)
  • Capabilities to send, receive, request, etc.
  • Adding payees
  • Dollar limits and fees
  • Communications (i.e. when sending or receiving funds)
  • Error resolution communications
  • Highlights and opportunities


Study deliverables include:

  • Summary report AVAILABLE NOW
  • Narrated customer experience videos


Please contact us

to schedule a phone meeting


Featured Content

First Friday Webcast: "Women-Owned Companies: Digitally Savvy but Value Personal Connections"

Register to attend Barlow Research's February 2020 First Friday Webcast! Friday, February 7th, 2020 at Noon Eastern, 11 am Central, 9 am Pacific

Finding Core Deposits Study

New! This study is a three-component initiative designed to identify the best opportunities to increase core deposits. This study will capture the deposit behaviors in three business customer sales ranges, analyze deposit balances, and size and identify opportunities.
Timely guidance to support growth strategy!

Contact us
to learn more.

Podcast: "Assessing the Health of your Middle Market Product Line"

Video/Audio podcast recordings of the January 2020 First Friday are now available! Free to licensed clients in MyBarlow or available for sale.

Analyst's Journal - Jan 15, 2020

Not All Small Business Banker Coverage Models Are Created Equal

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

Join the conversation on small business banking