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Aug

15

2018

Analyst's Journal

Higher Rates of Entrepreneurship by Acquisition Found Among Younger Middle Market Business Owners

By Donna Arce

Everyone is gearing up for the next generation of business owners. There is more to know about the younger generation aside from anticipating a stronger interest in interacting digitally. An examination of middle market ($10MM-<$500MM) companies by age of the business owner/largest shareholder revealed several telling learnings. Barlow Research has taken a closer look at middle market companies across four different age groups: <45 years old, 45-59 years old, 60-64 years old and...

Aug

14

2018

Podcast

Complimentary

3rd Quarter 2018 Economic Pulse Update

Enjoy a complimentary podcast from Barlow Research each quarter covering the latest results of our ongoing Economic Pulse Survey. Find out how business leaders view the state of the economy and their business, as well as their future outlook.

Aug

14

2018

Research Data

$399

3rd Quarter 2018 Economic Pulse Report

The Barlow Research Economic Pulse Survey is an invitation-only economic survey administered online or via fax, fielded for two weeks during the first month of each quarter. A stratified sample based on four US regions and nine sales volume categories is used. The results are weighted by regions and sales volume categories using the most current business population counts.

Aug

3

2018

Podcast

$325

Middle Market Customer Panel Discussion: How Digital Banking Is Used for Business

Digital banking is essential for a middle market company ($10MM-<$500MM in annual sales). Barlow Research data shows that the middle market segment is showing an online banking adoption rate of 88% with 17% utilizing the mobile banking channel at their primary bank. Due to the large size of a middle market company, the user experience may vary widely from a smaller sized company based on how digital banking channels are used, which individuals need access to accounts and which functionalities are most frequently used.

Jul

13

2018

Podcast

$325

Providing Valuable Human Touches in a Self-Service Business Banking World

Small business ($100K-<$10MM in sales) owners are changing the way they deal with their primary bank. With this change, we have lost some of our human connection with our small business customers as their usage of digital and self-service channels continues to increase. While not every small business wants a visit by an Account Officer, it is important to identify those that do and try to meet their expectations. With the changing dynamics of how we connect with our customers (more digitally), we need to continue to strive to think differently and transform the traditional banking models.

Jun

8

2018

Podcast

$325

Trendspotting 2018: Simple Needs. Complex Solutions.

Technological innovation in business banking has many financial institutions searching for ways to optimize their strategy. All too often, this results in complex solutions for simple needs. In this webcast, John Barlow will lead you through the trends that we believe will have the greatest impact on business banking.

Jun

6

2018

Research Data

$399

2nd Quarter 2018 Economic Pulse Report

The Barlow Research Economic Pulse Survey is an invitation-only economic survey administered online or via fax, fielded for two weeks during the first month of each quarter. A stratified sample based on four US regions and nine sales volume categories is used. The results are weighted by regions and sales volume categories using the most current business population counts.

Jun

5

2018

Research Data

$750

Market Share Database for 1st Quarter 2018

Provides Primary Bank Market Share based on rolling eight quarter data for specific sales volume and geography information. Trends the market share information across the most recent five quarters of Barlow Research data that is available.

May

4

2018

Podcast

$325

Navigating Uncertainty in the International Business Market

The onset of 2018 has brought heightened uncertainty for companies doing business internationally. In this webcast we will discuss topical issues ranging from regulation, culture and payment challenges for our international business customers and hear insights from Evan Goldstein, Head of Strategic Planning and Development at East West Bank on how conversations with international banking clients are changing from day to day. Join Barlow Research on Friday, May 4th, 2018 as we size the international market and discuss the challenges in addressing their concerns in this unpredictable political environment.

Apr

6

2018

Podcast

Complimentary

Innovation in Action: Announcing the 2018 Monarch Innovation Award Winners

Come and join us for the exciting announcements of the 2018 Monarch Innovation Award winners. On the webcast, we will be learning about the winning innovations selected this year. Audience members will get a first-hand look at this year’s winning innovations and the problems solved as well as benefits to the bank and to the business customer. This webcast is a great opportunity to celebrate current innovations in business banking. Please join us for a thought-provoking session about the latest trends and innovation in business banking!

Mar

8

2018

Podcast

Complimentary

1st Quarter 2018 Economic Pulse Update

Enjoy a complimentary podcast from Barlow Research each quarter covering the latest results of our ongoing Economic Pulse Survey. Find out how business leaders view the state of the economy and their business, as well as their future outlook.

Mar

2

2018

Podcast

$325

Can the Leopard Change Its Spots? Switching Sales Focus to Deposits and Cash Management

While many commercial bankers and business bankers see themselves as lenders, deposits and service fees are key to boosting relationship profitability and return on assets. The critical jewel for bank relationships is the operating account supported by fees from “money in,” “money move” and “money out” bank services. Join Barlow Research for a one-hour webcast as we share the Voice of the Business Customer data, as well as listen to insights from Nick Miller, President at Clarity Advantage about transforming sales cultures at financial institutions.

Mar

2

2018

Research Data

$399

1st Quarter 2018 Economic Pulse Report

The Barlow Research Economic Pulse Survey is an invitation-only economic survey administered online or via fax, fielded for two weeks during the first month of each quarter. A stratified sample based on four US regions and nine sales volume categories is used. The results are weighted by regions and sales volume categories using the most current business population counts.

Feb

9

2018

Podcast

$325

Entrepreneurship Through Business Acquisition

Join Barlow Research for a one-hour webcast as we share the Voice of the Business Customer data, as well as listen to insights from Heather Endresen, Senior Loan Officer at Live Oak Bank and Royce Yudkoff, Professor of Management Practice at Harvard Business School.

Jan

5

2018

Podcast

$325

Using AI to Create Human-Centered Business Banking Recommendations

In today’s business banking environment, a majority of customers’ interactions with their primary bank take place through digital channels, and...