Just Out of Reach: Trusted Advisor Status Eludes Business Banking Account Officers posted 09/10/2021







Featuring: Nick Miller, Clarity Advantage, & Joel Mueller, Barlow Research Associates, Inc.

In September’s First Friday webcast, we will explore trends in Account Officer use in the business banking segment ($1MM-<$25MM in annual sales). Although these companies are increasingly heavy users of digital channels, Account Officers are often the pillar of strong relationships in this segment. So why do so few business banking customers seek advice from their Account Officer?

Join Barlow Research on Friday, September 10th, 2021 as we discuss business banking relationships management and becoming a trusted advisor. In this webcast, you will learn:

  • Trends in Account Officer use and the importance of strong personal relationships.
  • How Account Officers stack up against businesses’ other trusted advisors.
  • The appetite for strategic/consultative conversations through remote relationships management models.

This discussion is designed for anyone involved in small business and middle market relationship management, sales and sales management, marketing, market research, risk management or line of business strategy.

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