Corporate/Institutional Banking Markets
Abt SRBI is unique in the range of experience that staff members
bring to the area of the corporate and institutional banking
markets. Members of the firm have extensive backgrounds in corporate cash management especially in the areas of customer satisfaction, brand loyalty and product development They also
have a background in investment banking (debt/equity
underwriting, M & A), syndicated lending, foreign exchange, derivatives and corporate trust.

Here are some recent studies the firm has conducted:

Cash Management
Our activities in cash management have included customer satisfaction studies, product usage and development and product platform migration

> For a major provider of cash management services focus groups in four cities with corporate cash managers and product end-users of large corporations to determine the elements that compose "excellence" in customer service.

> For a major provider of cash management services a telephone survey of corporate cash managers to monitor satisfaction with the migration of accounts from the product platform of an acquired bank.

> For a large international bank, a trend survey of customer satisfaction with surveys of the end-users of an international cash management product.

> Focus groups and in-depth interviews with large corporate, middle market and small businesses to determine the market potential for a new cash management product.

> A broad market survey of 1800 middle market companies in a three state area regarding their use of financial institutions for a wide range of services, including cash management services.


Investment Banking
> Survey of clients for an industry group in a major bank. Subjects covered included investment grade and high yield debt underwriting, equity underwriting, mergers and acquisition advice.

> Strategy survey of the clients of the U.S. subsidiary of a foreign investment bank and its image as a provider of investment banking services with focus on its M & A advisory capability.

> A broad market survey of 1800 middle market companies in a three state area regarding their use of financial institutions for a wide range of services, including capital markets services and derivatives.

> Market strategy research for a super-regional bank seeking to enter the market for corporate investment banking services.


Middle and Small Business Markets
> A broad market survey of small businesses in a three-state area regarding their use of financial institutions for a wide range of services, including credit, capital markets, foreign exchange and cash management.

> A broad market survey of middle market companies in a three- state area regarding their use of financial institutions including a wide range of credit, capital markets, foreign exchange and cash management services. Study also examined account officer performance and market potential for Internet related products.

> Positioning and market potential surveys for providing cash management, payroll, factoring and leasing and other services to small businesses and middle-market companies.

Brokerage/Securities/
Wealth Management