From Delight to Disappointment: How Communication Shapes Small Business Onboarding posted 08/15/2024
Podcast
Aug
15
Podcast
Featuring: Andy Kiel of Optimize Investments and Bader Alwazzan of Prime Casting
In this episode, Rachel Ness, Small Business Analyst talks with two small business owners, Andy Kiel of Optimize Investments and Bader Alwazzan of Prime Casting about the onboarding of new products at their large (assets >$50B) primary banks. Listen to learn how communication during the onboarding experience effects the relationship and impression they have of their primary bank.
Program Membership
Get access to this research content and much, much more by becoming a member of one of Barlow Research's Subscription Research Programs. Learn how your entire insitution can enjoy the benefits our research!
Featured Content
2024 DIGITAL ACCOUNT OPENING STUDY
Given the increased competition to win core deposit relationships, the stakes are higher than ever for financial institutions to digitize and streamline the deposit account opening process for small businesses ($100K-<$10MM in annual sales).
The Next Evolution of Small Business Payment Acceptance
Recent digital banking innovations are streamlining small business payment acceptance, making transactions faster, easier, and more secure. While fintechs dominate this space, few traditional financial institutions have kept pace.
Middle Market
Change Ahead!
Did you know that less than six middle market customers could equate to a potential $1 million revenue gain or loss to your bank?
Barlow Research’s Middle Market Banking Program provides the insights needed to drive your strategy and transformation initiatives.
Contact us to learn more.