Our History

  • Full Timeline
  • 1980s
  • 1990s
  • 2000s
  • 2010s

Barlow Research Timeline

As the financial services industry continues on a path of unprecedented change, Barlow Research Associates, Inc. remains focused on deepening relationships with clients and developing ways to meet the needs of the industry. We also build on our growing reputation as the voice of the business customer and the premier market research firm servicing the business banking industry.

1980s

1980

Company Founded

John and Kathy Barlow found the company to respond to a gap between what commercial bank marketing managers needed to know and the research available. During the early years, company leadership focuses on client needs as a driving factor in product and service development.

1980

1986

Customer Relationship Audit®

Barlow Research develops the Customer Relationship Audit® (CRA), a proprietary product which soon becomes the company's biggest source of revenue. The CRA provides client feedback at all levels of the bank - including the account officer level - and combines it with profitability data, making it a valuable tool for bank management.

1986

1989

Client Conference

Barlow Research hosts its first ever Client Conference, gathering its key clients and partners for collaborative discussion at the historic St. Paul Hotel in Minnesota.

1989

1990s

1994

CFAP Developed

The Customer Feedback and Action Plan is developed to help bankers understand their CRA® scores, see what they are doing well and help them create a plan to help bankers/staff improve scores to better deliver service to their customers.

1994

1995

Project Saturn

A multi-client conjoint research initiative in partnership with IBM and Dunn & Bradstreet, Project Saturn investigates the future role of the business banker.

1995

1997

SB2K

Barlow Research and its partners conduct an in-depth analysis of the small business banking market, specifically studying the impact of new service delivery channels and the importance of the segment looking forward.

1997

2000s

2000

Syndicated Research

The Small Business Banking Membership Research Group is created, the first venture into membership-based syndicated research. Using a topical research approach and in-depth analysis, the results cover a much wider spectrum than any individual client could achieve alone. A comprehensive, syndicated Middle Market research program is also initiated.

2000

2001

Email Newsletter

Weekly distribution begins for the "Small Business News Network" email newsletter, featuring original Analyst's Journal articles written by Barlow Research staff and industry news curated from publications such as the American Banker and Wall Street Journal.

2001

2002

Golden Valley Location

Barlow Research moves to its new home in the western suburbs of Minneapolis, MN. The building provides dedicated broadcasting space for the monthly First Friday Web Conference series and houses a secure data center for the safekeeping of client data. This facility still serves as the company headquarters today.

2002

2004

Annual Client Conference

Barlow Research begins hosting an annual Client Conference, bringing together bankers and industry partners to share annual syndicated research results and creating an invaluable networking experience.

2004

2004

Test Drive

A new competitive intelligence study of Small Business Internet Banking platforms is conducted by Barlow Research, providing narrated videos of the actual online banking experience of small business customers at top banks.

2004

2005

Business Internet Banking

Barlow Research begins fielding an annual survey investigating the electronic banking behaviors and preferences of business customers from $100K-$500M in annual sales, providing clients with valuable insights and market strategies. This study has now transformed into the Digital Business Banking program.

2005

2007

Monarch Innovation Awards

In recognition of the importance - and challenge - of innovation in the financial services industry, the Monarch Innovation Awards are created to celebrate business banking innovations that benefit customers and the banking sector.

2007

2009

Strategy Dashboard™

Using a wealth of business banking research, Barlow Research develops the Strategy Dashboard™ consisting of five, interactive, data-driven online tools that guide bankers to business opportunities through sizing markets and evaluating market-specific product usage.

2009

2009

Economic Pulse

In light of the economic crisis facing the financial services industry, Barlow Research begins fielding a quarterly, targeted survey to learn about economic confidence, credit appetite, business outlook and a variety of pertinent topics.

2009

2010s

2011

SOHO

The Small Office/Home Office (SOHO) market has both enormous size and potential. As little is known about this segment, Barlow Research conducts a detailed study of this unique space to help clients understand this vast customer base and find opportunities.

2011

2014

Panel Research

Barlow develops three, unique, online discussion panel methodologies to deliver content-rich, qualitative feedback from business financial decision-makers. The Flash Panel delivers custom, fully proprietary results in just days.

2014

2015

Future of Small Business Credit Delivery

In partnership with Oliver Wyman, Barlow Research launches a study of the alternative, non-bank, online lenders in the small business marketplace. The research is comprised of a quantitative study, directory of alternative Lenders and narrated videos documenting the actual lending process at ten alternative lenders.

2015

2016

Lender Lab 2.0

Another competitive intelligence study is launched focusing on the end-to end online loan application and decisioning process from the customer experience perspective. This research was conducted using an innovative new approach called the "CX Lab", fully capturing the experience of actual small business customers and producing videos with full narration and process evaluation.

2016

2016

Digital Account Opening

Another initiative from Barlow Research's "CX Lab" is launched, providing competitive insight into the digital account opening application process for a new deposit account, at a new institution.

2016

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Barlow Research Associates, INC.

917 Lilac Drive North

Minneapolis, MN 55422

Tel: 763-253-1800 Fax: 763-253-1879