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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.

Dec

5

2018

Analyst's Journal

Connect NPS to Other Metrics to Get a More Holistic View of Your Middle Market Customers

By Emily Anderson

There are so many ways to gauge customer loyalty. The Net Promoter Score (NPS) has become a popular proxy for many industries to measure the likelihood of a customer to refer them to another individual with similar needs. Many financial institutions are now using NPS to assist in assessing their business customers’ loyalty. Similar to the article we published about small business ($100K-<$10MM in annual sales) loyalty a few weeks ago, not all delighted...

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

16

2018

Research Data

$750

Market Share Database for 2nd 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.

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.

Aug

3

2018

Podcast

$325

Middle Market Customer Panel Discussion: How Digital Banking Is Used for Business

Digital banking is essential for a middle market company ($10MM-<$500MM in annual sales). Barlow Research data shows that the middle market segment is showing an online banking adoption rate of 88% with 17% utilizing the mobile banking channel at their primary bank. Due to the large size of a middle market company, the user experience may vary widely from a smaller sized company based on how digital banking channels are used, which individuals need access to accounts and which functionalities are most frequently used.

Jul

13

2018

Podcast

$325

Providing Valuable Human Touches in a Self-Service Business Banking World

Small business ($100K-<$10MM in sales) owners are changing the way they deal with their primary bank. With this change, we have lost some of our human connection with our small business customers as their usage of digital and self-service channels continues to increase. While not every small business wants a visit by an Account Officer, it is important to identify those that do and try to meet their expectations. With the changing dynamics of how we connect with our customers (more digitally), we need to continue to strive to think differently and transform the traditional banking models.

Jun

8

2018

Podcast

$325

Trendspotting 2018: Simple Needs. Complex Solutions.

Technological innovation in business banking has many financial institutions searching for ways to optimize their strategy. All too often, this results in complex solutions for simple needs. In this webcast, John Barlow will lead you through the trends that we believe will have the greatest impact on business banking.

Jun

6

2018

Research Data

$399

2nd 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.