From Top 20 banks to community banks, credit unions and everyone in between, we know the Banking and non-bank finance industry. Whether you're in commercial banking, business banking, secured finance or treasury services, we have the highest quality data powering business development, relationship management and lead generation strategies built to meet your needs and high standards.
Learn how one of the world’s largest banks leveraged RelPro to exceed growth goals by 30% while updating stale contact information and bolstering their lead funnel for future growth.
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RelPro is an extremely efficient and easy way to generate prospect lists and find contact information for prospects. Their training and customer service is also excellent. I enjoy using RelPro to find new prospects in many different ways.
Business Development Officer, Commercial Banking
RelPro is a relationship intelligence, sales intelligence, and business development platform that helps commercial and business bankers identify opportunities, research companies, uncover decision-makers, monitor business changes, and prepare for client and prospect meetings.
By combining company intelligence, contact data, centers of influence (COI) insights, and real-time business news and trigger events, RelPro helps bankers find, win, and grow commercial relationships more efficiently.
RelPro helps commercial banking teams identify qualified prospects and prioritize outreach more efficiently. Bankers can search and filter companies by industry, size, geography, and growth indicators, then quickly access executive contacts, financial signals, and recent business developments, all in one platform. Instead of spending hours gathering information from multiple sources, RelPro gives bankers the intelligence they need to target the right companies, reach the right decision-makers, and engage at the right time.
RelPro helps bankers uncover potential paths into target companies through centers of influence (COIs), board affiliations, executive backgrounds, professional networks, and existing business relationships. These insights help commercial banking teams identify opportunities for more informed and effective outreach.
RelPro provides a comprehensive view of a company before meetings, including executive leadership, ownership information, financial indicators, recent news, acquisitions, funding events, leadership changes, and industry developments. This helps bankers have more informed and relevant conversations with clients and prospects.
RelPro helps commercial bankers identify potential opportunities through real-time business trigger events and buyer intent signals. Users can monitor developments such as executive changes, mergers and acquisitions, funding activity, geographic expansion, hiring trends, company growth, leadership appointments, and other business events that may indicate a need for banking services.
In addition, buyer intent insights help bankers identify companies actively researching topics related to commercial lending, treasury management, cash management, payments, capital markets, and other financial solutions. Together, these signals help bankers prioritize outreach, engage prospects at the right time, and focus on organizations most likely to be evaluating banking products and services.
RelPro helps bankers identify business changes and growth indicators that may signal a need for treasury management services. Executive changes, acquisitions, geographic expansion, hiring activity, and company growth can help bankers prioritize conversations around cash management, payments, liquidity, and treasury solutions.
Yes. RelPro provides access to executive and leadership contacts, organizational structures, reporting relationships, and professional background information. This helps bankers identify and engage the right stakeholders faster.
Yes. RelPro integrates with leading CRM platforms, helping commercial bankers enrich records, update company and contact information, streamline workflows, and maintain accurate customer intelligence within existing systems.
RelPro helps commercial banking teams improve the quality and completeness of CRM data by providing access to current company intelligence, executive contacts, business trigger events, and organizational insights. Bankers can enrich records with more accurate information, identify missing contacts, maintain up-to-date company profiles, and gain additional context for prospecting and relationship development. This helps improve CRM adoption, supports more informed outreach, and enables stronger pipeline and portfolio management.
RelPro is designed for Financial and Professional Services. RelPro aggregates data from over 25 data sources to bring the most relevant information to commercial and business bankers. Unlike traditional business databases that primarily provide static company information, RelPro combines company intelligence, contact data, business trigger events, relationship intelligence, CRM enrichment, and workflow capabilities designed specifically for commercial banking business development and relationship growth.
Banking teams use RelPro to prospect more efficiently, reduce research time, and build stronger pipelines. Organizations typically report measurable improvements in banker productivity, more consistent CRM adoption, and an increase in qualified outreach activity. Beyond efficiency gains, bankers find they're having better-prepared, more relevant conversations — which strengthens both new business development and existing client relationships. To learn more about what RelPro can deliver for your team, request a demo. In an independent study, one of our Top 10 Banking clients, found that using RelPro helped save them 15-20 minutes per prospect they were doing research on.
Getting started is straightforward. Request a personalized demo, where a member of the team will walk you through the platform and show how it applies to your specific market and business development goals. RelPro works with banks of all sizes, hosted on AWS and onboarding is designed to get your team up and running quickly.