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Oct
16
2018
Podcast
Complimentary
Is Digital Transformation Helping Small Business Borrowers?
Digital transformation is a clear priority among top bank initiatives. But do these investments in digital transformation meet the needs of the small business borrower? What do small businesses expect their bank interactions will look like in five years? Enjoy this special Mirador-sponsored complimentary 30-minute podcast (recorded from a live webcast held on 10/16/2018) featuring Youa Yang, Digital Business Banking Program Director at Barlow Research Associates, and Trevor Dryer, co-founder and CEO at Mirador, designed to explore the dynamics between digital transformation and the future of digital lending.
Oct
5
2018
Podcast
$325
Turn Your Passive Small Business Customers into Promoters
The Net Promoter Score (NPS) is a metric that has garnered much attention in recent years. It seems that one follows it like a religion or doesn’t use it at all. While it is a simple metric to track to evaluate your customers’ experience, it is just one metric. Connecting NPS to other metrics including overall satisfaction and brand ratings can help you to understand the full picture. Digging further into your customer experience data can help you pinpoint issues to focus on that can help you turn passive customers into promoters.
Sep
7
2018
Podcast
$325
Sixteen Commercial Banking Sales Success Practices
Is Consultative selling dead? Is Solution selling in the rear-view mirror? Does the old playbook no longer work in commercial banking sales? Join this fast paced one-hour webcast for practical insights from Jack Hubbard, Chief Experience Officer of St. Meyer & Hubbard. Jack believes in this highly competitive environment, trust-based selling is the answer.
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.
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.