Case Study: Top-Tier Global Bank achieves 30% growth and 99% mid-market executive coverage with RelPro

Top-Tier Global Bank - Customer Case Study

Top-Tier Global Bank’s North American Commercial Banking division engaged RelPro to support a national mid-market business development initiative targeting C-level and senior financial decision-makers at 4,000 mid-market companies. The challenge was that mid-market executive data was incomplete and fast-changing—internal CRM and incumbent data provided complete targeted contact details for only 60% of companies—so the bank needed RelPro’s relationship-intelligence platform, data cleansing/enrichment and alerts to deliver accurate, up-to-date contact and contextual insights for outreach and campaigns.

RelPro reviewed and enriched the full 4,000-company list, supplied detailed executive profiles and automated research, and activated alerts to keep the bank informed of executive and company developments. The work increased coverage of targeted roles from 60% to 99%, corrected or updated contact details for 25% of the original list, identified 61% more decision-makers meeting the campaign profile, helped the client exceed new-account and revenue goals by 30%, and drove a 500% expansion of RelPro usage across the Commercial Bank (with rollout into Private Banking), while saving prospecting time and improving outreach effectiveness.