The Business Banking Onboarding Preferences Study guides financial institutions’ efforts to deliver an exceptional onboarding experience for business customers, with two separate study components available for purchase.

The Business Credit Card CX + Management Study explores the online application experience as well as the digital capabilities for card controls, role-based user entitlements and card spend analytics offered by several leading business credit card providers, delivering actionable insights into best-in-class UX design, operational friction points and technical differentiators, directly through the eyes of real business users.

U.S. Bank launched Business Essentials, a bundled solution designed to make life easier for small businesses. The Business Essentials: Bundled Digital Account Opening Study is a competitive intelligence study focused on how US Bank is approaching this space.

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

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

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

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

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

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

For most banks, digital business account opening is no longer just a convenience feature, it’s a growth and retention strategy. It helps banks acquire more customers, lower onboarding costs, increase deposits, improve compliance, and compete effectively in an increasingly digital marketplace. The 2026 Digital Account Opening Study explores the end-to-end business checking account opening experience across leading banks and fintechs, identifying best practices and friction points. ​

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Highlights include:​

• Digital + Human Interactions​
• Beneficial ownership verification​
• Account setup and funding steps​
• Product cross-selling strategies​
• Onboarding and training

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.

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.

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.