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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

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+ Resources

Overview

Program Overview

The Business Banking Blueprint Program is focused on helping mid-size/regional banks and credit unions understand what business clients truly value in their banking experience, and how to stand out amidst growing competition. This program equips financial institutions with valuable market intelligence while examining the unique challenges businesses face throughout their lifecycle from inception to growth and maturity, to succession planning.
FRESH INSIGHTS

You Will Learn

Which solutions and service experiences are crucial for retention and expansion in the small business segment

How banker relationships with business customers have evolved and how to strengthen those connections

Which technological innovations and product solutions should be prioritized to remain competitive

RESEARCH TOPICS

Exploration Areas

  • Client Retention
  • Mergers and Acquisitions
  • Products and Digital Features
  • Personal and Business Relationships
    JOIN US

    2025 Spring Summit

    Barlow Research invites you to attend our Spring Summit. This exclusive event will connect you with other industry and banking leaders from mid-size/regional banks and credit unions.

    Why Attend?

    • Engage in discussions on the most pressing and relevant industry trends
    • Identify common challenges and examine levers regarding the retention of small business customers
    • Collaborate with peers to explore innovative strategies
    • Gain insights and inspiration from experts in the business banking community
    • Hear exclusive business banking segment insights from Barlow Research
    Samples

    Sample Content Derived from Our Business Banking Blueprint 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

    Next evolution in digital payment acceptance

    Barlow Research takes an in-depth approach to evaluate digital payment acceptance methods for small businesses offered by leading banks and fintech providers.

    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.