Case Study
Innovation Combined Tracker: Understanding Business Banking Needs Across North America
About
Inside Business Banking Needs Across the US and Canada
This Quarter 1 tracker study surveyed 374 business professionals across three segments: Innovation Economy (startup and tech founders and senior leaders), Banking (commercial banking decision-makers), and SMBs (Canadian small and medium-sized business owners).The US covered the innovation economy and banking, while Canada covered SMBs.
Problem Statement
Limited Visibility into Diverse Business Banking Needs
Business banking needs vary widely between startups, established banking decision-makers, and small businesses. The client lacked a consistent, comparable view of how these groups use financial products, choose providers, fund their growth, accept payments, and prioritise financial services. Without it, tailoring commercial banking solutions was difficult.
Solution
A Multi-Segment Quantitative Tracker
We ran a B2B quantitative survey across the US and Canada, covering three audience segments within one consistent framework. It explored banking and financial product usage, provider selection, startup funding history, financial priorities, payment acceptance methods, and service needs by segment. Quarter 1 sets the baseline for tracking change over time.
Outcome
A Baseline for Smarter Banking Decisions
374Business decision-makers surveyed
3Audience segments covered: Innovation Economy, Banking, and SMB
7Research areas explored, from product usage to payment acceptance
FAQ
Frequently Asked
Questions
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