2013

OPTIMIZING SMALL BUSINESS CHANNELS (F) (March 2013)

• Branch, Online, and Mobile
• Sales, Customer Service, and Account Management
• Role of Social Media

National Internet Survey of 600 small business owners/executives with annual sales of $50K-$10M. Industry categories include manufacturing, wholesale, retail, and services.

RE-EVALUATING THE SMALL BUSINESS CREDIT MARKET (F) (August 2013)

• Loans, Lines, and Cards
• Business and Personal Credit Sources
• Traditional and Online Channels

REVITALIZING SMALL BUSINESS CHECKING (F) (November 2013)

• Acquisition, Retention, and Cross-Selling
• Business Debit Cards
• Interest Checking, Packages, and Rewards

2012

A NEW LOOK AT SMALL BUSINESS CHECKING (January 2012)

• Acquisition, Retention, and Cross-Selling
• Debit Cards, Rewards, and Packages
• Online Access and Account Management

National Internet Survey of 600 small business owners/executives with annual sales of $50K-$5M. Industry categories include manufacturing, wholesale, retail, and services.

EVALUATING THE FINANCIAL NEEDS OF THE EMERGING PROFESSIONALS MARKET (June 2012)

• Medical & Legal Professionals, Accountants, Engineers, and Architects
• Overlap of Business and Household Relationships
• Sources of Financial Advice and Information

600 interviews with professionals ages 18 to 49 - 150 doctors and dentists; 150 attorneys; 150 CPAs/accountants; and 150 engineers and architects. 

EXAMINING THE PAYMENT NEEDS OF SMALL BUSINESSES (October 2012)

• Checks, Cards, and Bill Payment
• Mobile and Remote Deposit Capture
• Rewards and Customized Services

A national Internet survey - 600 small business owners/executives - 150 in the following sales volume categories - $50K-$99.9K; $100K-$999.9K; $1M-$4.9K; and $5M to $10M. Industry categories include manufacturing, wholesale, retail, and services.

MAXIMIZING SMALL BUSINESS FINANCIAL RELATIONSHIPS (January 2013)

• Overlap of Business and Household Relationships
• Onboarding and Cross-Selling
• Rewards, Incentives, and Relationship Pricing

A national Internet survey - 600 small business owners/executives - 150 in the following sales volume categories - $50K-$99.9K; $100K-$999.9K; $1M-$4.9M; and $5M-$10M. Industry categories include manufacturing, wholesale, retail, and services.