Zelle® for Small Business Study

Zelle for Small Business Study

Zelle®
for Small
Business
Study

Key competitive intelligence!

Uncovering Zelle® for Small Business: Functionality and Customer Experience


Zelle for Small Business Study

Goal

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

Bank of America Chase Regions U.S. Bank

This study will address 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 and notifications (i.e. when sending or receiving funds)
  • Error resolution approach and communications
  • Advertisements for Zelle®
  • Competitors to Zelle®
  • Highlights and opportunities

Deliverables/Timing

Study deliverables include:

  • Summary report
  • Narrated customer experience videos

Deliverables are scheduled for completion Fall 2019

*Adjustments will be made if Barlow Research becomes limited for any reason or a new offering comes to market during the time of testing.

 

Please contact us

to schedule a phone meeting

 

Featured Content

The Strategy Dashboard Toolset

Five powerful, interactive tools designed to identify and size markets through enhanced sales and service quality are founded on Barlow's voice of the business data.
1. Primary Bank Legacy Market Share

2. Relationship Management Staffing Model

3. Value of the Customer

4. Customer Profiler Banker Edition

5. Customer Profiler Strategy Edition

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

Video/Audio podcast recordings of the August 2019 First Friday are now available! Free to licensed clients in MyBarlow or available for sale.

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.

Analyst's Journal - Aug 14, 2019

Fastest Growing Products in the Middle Market Banking Segment

At Barlow Research, we currently track usage of 29 different products within the middle market...

Join the conversation on small business banking