Business Client Survey

Do you maintain personal accounts at the same financial institution where you maintain business accounts?

Do you have an account separate from personal banking accounts for personal investment, private banking or wealth management? If so with whom:

What are the most important characteristics of a financial provider:

Skill and quality of banker/advisor Superior customer service Reputation Web/digital alternative capabilities Low costs/commissions and fees Breadth of investment product offerings Convenience High deposit or interest rates Ability to integrate personal and business goals

Please select which channel of interaction for commercial banking is most important.

Please specify the frequency of use (per month) of this channel.

Which of the following have you decreased frequency of using in the past year?

Use of bank offices Use of web/digital banking Use of mobile banking Relationship manager Email/Correspondence

Which of the following have you increased frequency of using in the past year?

Use of bank offices Use of web/digital banking Use of mobile banking Relationship manager Email/correspondence

First Name

(optional)

Last Name

(optional)

Email Address *

(confirmation email will be sent to this address)

Captcha *