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Recent Analyst's Journal Articles:

Oct

16

2019

Analyst's Journal

Being Prompt, Accessible and Making Effective Use of a Client's Time Has Grown in Importance

By Emily Anderson

Just as business banking relationships become more established and evolve, the importance of various Account Officer attributes evolves as well. Knowing what has become increasingly more important...

Oct

9

2019

Analyst's Journal

A Tale of Two Banks: BB&T and SunTrust’s Digital Offerings Differ for the Small Business Segment

By Allison Haley

As we enter the fourth quarter of 2019, the expected merger between BB&T and SunTrust is closer to being finalized. Since the announcement of the impending merger, press releases have made it clear that Truist Financial will be focused...

Oct

2

2019

Analyst's Journal

Innovations Primed to Transform the Bank of the Future

By Donna Arce

Several new tools are coming to market that aim to aid a financial institution’s ability to optimize their sales and customer experience strategies. These tools employ different tactics from empowering...

Sep

25

2019

Analyst's Journal

TD Bank’s Convenience and Service Model Has Paid Off with Small Businesses

By Sandy Hanson

Throughout the year, Barlow Research continually evaluates competitive intelligence information regarding the Top 10 small business ($100K-<$10MM) banks. In our Annual Report, we publish top bank summary tables that compare the Top 10 banks on various metrics...

Sep

18

2019

Analyst's Journal

Getting Noticed in New Markets: U.S. Bank, JPMorgan Chase and PNC May Be Onto Something

By Joel Mueller

U.S. Bank, JPMorgan Chase and PNC, among many other large national banks, have announced plans to expand into new markets in recent years. With competition ramping up...

Sep

11

2019

Analyst's Journal

U.S. Bank Takes Top Loyalty Score Among the Top 10 Small Business Banks

By Emily Cade

In Barlow Research’s most recent rolling eight quarter data (3Q2017-2Q2019), U.S. Bank has pulled ahead in leading the small business ($100K-<$10MM in sales) Top 10 banks’ loyalty scores...

Sep

4

2019

Analyst's Journal

Bank of America Executes on Convenience Banking with Order Ahead Capabilities via Mobile App for Small Businesses

By Youa Yang

There is one dominant digital banking trend for 2019 that financial institutions in the marketplace are hard at work at, that is, the trend for convenience banking. The concept of convenience banking for businesses is simple; make it as easy as possible for the customer to do what they need to do so they can get back to running their business...

Aug

28

2019

Analyst's Journal

The Key to a Business Referral Is Delivering Great Service and Being Proactive

By Emily Anderson

Referrals are one of the best compliments to receive from a customer. It affirms that your financial institution is meeting customers’ needs and that they are satisfied with the relationship. In the Barlow Research latest rolling four quarter data for the small business segment ($100K-<$10MM in sales), 78% of companies agreed strongly or somewhat that they would refer a company with similar needs to their primary bank. In the middle market segment ($10MM-<$500MM in annual sales), 84% agreed strongly or somewhat. This indicates that most companies are willing to refer their bank to other companies like themselves...

Aug

21

2019

Analyst's Journal

Zelle® for Small Business Is Now Available in the Marketplace

By Allison Haley

Since the launch of Zelle® in 2017 as a consumer payment system, the market has been patiently waiting to see Zelle® become available to small business customers. This is finally becoming a reality, as Zelle® for small business has been rolled out at several top financial institutions. Of the 15 financial institution’s online and mobile platforms that Barlow Research analyzes in the Digital Business Banking Test Drive, there are four that currently offer Zelle® to small business customers: Bank of America, Chase, Regions Bank and U.S. Bank...

Aug

14

2019

Analyst's Journal

Fastest Growing Products in the Middle Market Banking Segment

By Donna Arce

At Barlow Research, we currently track usage of 29 different products within the middle market banking segment (companies $10MM-<$500MM in annual sales). Categories of services include cash management and deposit services, credit services, corporate finance services, card products and other services which includes international and retirement products. In addition, we capture the product usage at the primary bank vs. other providers...