When:
August 14th, 2003  Register

Speaker: Katy Koenig, Ph.D. Senior Research Analyst Raddon Financial Group

Session Description:  

                                                           
This presentation examines a nationally representative sample of small business banking customers in regard to their current and anticipated product/service usage as well as all the financial service providers they use and their reasons for using them.

The study explores:
¨ how online small business bankers differ from the general online population
¨ what features they value on their financial service provider's Website
¨ their preferences for, and average usage of, offline transaction channels
¨ the level of importance business owners place on having business and personal financial activities accessible through one dedicated employee
¨ single and mixed (both business and consumer) customer relationships, how to grow them and barriers to doing so

The research takes a look at missed opportunities and where future business opportunities may lie.

Study Methodology
Over 1000 small business banking customers responded to an online survey at their financial institution's Website. A consortium of eight banks participated in this benchmark group, representing combined institutional assets of over $600 billion. Gathering of data for this benchmark database is ongoing, but results contained in this presentation were completed in July 2003.

This program is appropriate for senior financial executives with responsibility for Small Business, Retail Banking, Affluent Marketing, Market Research and Strategy. 

Attendance Fee:

$275 per institution plus $50 per telephone line used