2005

CHANGING DEPOSIT RETENTION STRATEGIES IN A RECOVERING ECONOMY (June 2005)

• Money Market Accounts, CDs, Checking and Savings
• The Impact of a Rising Rate Environment
• Acquisition, Retention, and Relationship Building

A national telephone survey of 1,000 consumers age 18 or older with household income of $25,000+, including 200 with household income of $100,000+. 

MAXIMIZING FINANCIAL RELATIONSHIPS WITH SMALL BUSINESS OWNERS  (February 2005)

• Overlap of Business and Personal Financial Relationships
• Provider Competition -- National vs. Community
• The Role of Relationship Managers; Cross-Selling

A national telephone survey of 600 small business owners/executives of small businesses with annual sales of $100K to $5M.  Industry categories include manufacturing, wholesale, retail, and selected services.