Case Study: Commercial Bank achieves major time savings in business development and relationship management with RelPro

RelPro's SMB Coverage, Quality & Workflow Innovations Save Commercial Bankers Countless Hours in Business Development & Relationship Management

Commercial Bank faced the familiar commercial-banking challenge of growing business and deepening client relationships with small- and mid-sized companies while managing extensive prospect and account lists. They struggled to find accurate SMB firmographic and executive contact information, relied on multiple inconsistent data sources, and spent excessive time on manual research. To solve this, the bank adopted RelPro’s relationship intelligence platform, including RelPro Alerts and CRM/workflow integrations, to centralize high-quality data and streamline prospect discovery and pre-call research.

RelPro provided multi-sourced firmographic data, contact details, relationship mapping and automated pre-call research, plus ongoing alerts to track company and executive developments. The result: bankers saved an estimated 15–20 minutes identifying and qualifying each prospect, a pilot of 30 users grew into a national deployment of more than 500 RelPro users, and teams covering hundreds of targets gained faster, more targeted outreach (including documented cases of rekindling client relationships).