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2014 Barlow Research Client Conference

Two new sessions have been added to the agenda. Both sessions will be held concurrently on the opening morning of the conference and are free to all conference attendees. Conference attendees are asked to select their workshop of choice. Review the information about the workshops.

Best Practice Workshops
Monday, May 12th, 2014 from 10:00 am to 11:00 am Pacific

The Business Payment Revolution: What It Takes to Cross the Chasm to Electronic Payments

Bill.comSponsored and Moderated By:

Rene Lacerte, Founder, CEO,
Eileen McDonnell Poss, Managing Director, North America Product Sales Specialist and Segment Management, Bank of America Merrill Lynch
Jeremy Pyles, Small Business Owner, Niche Modern
Alonso Bayardo, VP Finance, Food Service Insurance Managers

"Business payments are the final frontier in the world of electronic payments. What stands between businesses and a full embrace of electronic payments? Hear the biggest pain points in the payments process, directly from businesses, and the opportunity for banks to come to the rescue.  Also, be the first to hear how Bank of America is helping their customers convert to electronic payments."

Session attendees will leave the session with a better understanding of:

  • Why businesses have not embraced electronic payments
  • What drives businesses to look for alternative forms of payment
  • Where businesses look for help and the role the bank plays in finding a solution
  • How Bank of America is helping its customers transition from paper to electronic transactions
  • More Details

    Serving the Digital Needs of the
    Small Business Segment

    ACI Universal PaymentsSponsored and Moderated By:

    Missy Rose, Principal Product Manager, ACI Worldwide
    Mark Ranta CTP, Sr. Product Marketing Manager, ACI Worldwide

    The proverbial elephant in the room for small businesses has been how to effectively provide this market meaningful banking solutions. A compelling user experience should comprise smart design, channel integration, and a clear segmentation strategy. Understanding how customers interact with your product is what should be the primary driver of the design of your offering. What channels do small businesses use and how is this trending?

    During this session we will explore and discuss the market's banking needs from micro-business to mid market clients. ACI Worldwide will share best practices in working with banks to tackle the problems of how to uniquely service the different customers segments from the digital channel perspective. We will touch on optimizing the user experience through an iterative design approach that can reach different small business personas through the device of their choice.

    Since design is a silent salesman, what makes for good design and how can you get there? Come and join us to find out.


    Don't miss the 2014 Innovation Showcase!
    Rapid fire demos of products designed to build stronger customer relationships
    and improve fee income. When you are finished listening, you'll be able to
    vote for Best in Show. 

    Monday, May 12th, @4:45


    Enjoy a short video with comments from previous conference attendees. 

    2013 Barlow Research Client Conference Video


    In the meantime, when your work requires Voice of the Customer information on small business or middle market, contact your Client Executive at Barlow Research for a quick response.

    Thanks for your business....see you in San Francisco.