2007

OPTIMIZING SMALL BUSINESS SALES OPPORTUNITIES (September 2007)

• Cross Selling, Onboarding, and Servicing 
• Branches and Relationship Management
• Call Centers and Internet Marketing
• Overlap of Business and Personal Relationships

A national Internet survey of 600 small business owners/executives -- 150 in the following sales volume categories -- $50K-$99.9K; $100K-$499.9K; $500K-$999.9K; and $1M-$5M.  Industry categories include manufacturing, wholesale, retail, and selected services.

TAILORING CARD SERVICES FOR SMALL BUSINESSES (June 2007)

• Rewards, Incentives, and Customized Services
• Product Features; Fraud and Liability Protection
• Expanding Card Usage and Acceptance

A national telephone survey of 600 small business owners/executives -- 150 in the following sales volume categories -- $50K-$99.9K; $100K-$499.9K; $500K-$999.9K; and $1M-$5M.  Industry categories include manufacturing, wholesale, retail, and services.

FINANCIAL INSIGHTS:  WOMEN SMALL BUSINESS OWNERS (February 2007)

• Financial Needs Profile; Marketing Strategies
• Building Financial Relationships; Relationship Managers
• Integrating Business and Personal Relationships

A national Internet survey of 500 small business onwers/executives -- 250 in the following sales categories -- $100K-$999.9K; $1M-$5M.  Interviews will consist of 400 female and 100 male business owners.  Industry categories include manufacturing, wholesale, retail, and services.