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• Email: insights@barlowresearch.com
• Phone: 763.253.1800
Address: 917 Lilac Drive N.Minneapolis, MN 55422

+ Services
- Syndicated Research

-- Small Business Banking Program

-- Middle Market Banking Program

-- Digital Business Banking Program

Multi-Client Studies

Custom Research

Business Banking Conference

+ About

Our Story

Our People

Our Clients

+ Resources

Overview

Program Overview

The Middle Market Banking program provides a comprehensive view of middle market (companies with $10MM-<$500MM in annual sales) banking relationships. Specific focus includes loyalty metrics, account officer performance, the competitive landscape, service experience, indicators of competitive momentum and product usage.
Competitive Intelligence
Strategy and Transformation
Service Strategy
Customer Retention and Acquisition
Product Development
Highlights

Important Program Highlights

Primary Bank Market Share

NPS, Relationship Management & Attrition

Product Use and Share of Wallet

Service Experience Times

Deliverables

Our Deliverables

We take pride in our work. This means producing accurate, insightful and beautiful deliverables.
Annual Middle Market Banking Report and Presentation
Weekly Barlow Business Banking Newsletter
Weekly Analyst's Journal Column and Content Archive
Quarterly Middle Market Banking Data and Top Bank Tabulations
Bank-Specific Competitive Intelligence Dashboard
Quarterly Barlow Research Economic Pulse Report
Primary Bank Legacy Market Share Tool
Relationship Management Staffing Model
Participation in Barlow Research's Annual Business Banking Conference

17

%
of middle market companies are at risk of attrition

43

%
of middle market companies that opened a new deposit account at a non-primary bank are likely to make the new financial institutions their primary bank in the future​

70

%
of middle market companies believe it is top priority or very important that their Account Officer be knowledgeable about their industry​
How We Do It

Methodology

Our time-tested methodology has allowed us to produce an expansive data library, long trend lines and actionable insights on middle market banking trends.

Our Middle Market Banking Program collects data from companies with $10MM-<$500MM in annual sales revenue. Middle market companies are surveyed on a quarterly basis, collecting data from approximately 3,000 participants each year. Our data is weighted by geography and sales size to reflect the true size of the middle market.

Director

Meet our Middle Market Program Director

Megan Seitchik

Middle Market Banking Director

Samples

Sample Content Derived From our Middle Market Banking Program

Analyst Journal
Navigating Middle Market Credit Demands
Learn More
Analyst Journal
How Banks Can Strengthen Their Relationships with Women-Owned Businesses In The Middle Market
Learn More

Flash Panels

Our most popular custom research solution allows our clients to quickly access financial decision makers. These studies can be both quantitative or qualitative, making them a versatile way to execute market research studies when timelines are condensed. 

Contact Us

Have Questions, Comments or Would Like to Schedule a Time For an Overview of the Middle Market Banking Program? Let Us Know.

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Next evolution in digital payment acceptance

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accounting software integration

Customer experience study that uncovers how four different accounting software solutions are catering to the needs of businesses.

business sentiment tracking

Ongoing tracking study originating at the beginning of the COVID-19 pandemic. Focused on business health, current challenges and banking needs.

Relationship management in a digital world

Large quantitative study focused on remote relationship management and the future of branch usage.

fintech digital account opening

Customer journey study highlighting the unique ways fintechs with DDAs have designed the digital account opening experience for small businesses.

Small business lender lab

A study provide insight into the digital lending application user experience for small business customers.

Finding & Retaining Business Deposits

Quantitative study that measures the impact of increased rates on attrition, and highlights key industries to target for deposit acquisition. 

Digital Account Opening

In-depth study focused on the small business digital account opening journey at top financial providers.

stay ahead of key industry trends

Strategizing for the future relies upon data, a lot of data. Fortunately, Barlow Research has you covered. We specialize in distilling our large library of voice of the business customer data into succinct trends we think are important to follow.

Examine your organization's brand

Developing and maintaining a quality brand requires targeted feedback from your addressable market. Barlow Research understands that a financial institution’s brand is not only a driver of loyalty but can be differentiating in the market.

Refine Product and Service Solutions.

Staying ahead of your clients’ product needs is paramount. Barlow Research helps our clients refine product strategies, determine areas for potential growth and stay ahead of emerging product trends.

Gather Competitive Intelligence

Succeeding in business banking requires a deep knowledge of the competitive landscape. Barlow Research helps financial institutions refine product strategies, determine areas for potential growth and stay ahead of emerging product trends.