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RelPro and Rivel partner, enabling banks & credit unions to increase SMB business development efficiency

By Edlyn Cardoza

January 06, 2023

  • Banks
  • Business Development
  • Credit Unions

RelPro, Business Development, Relationship Management Solution, Financial Services, Rivel, Credit Unions, Banks, Management Consulting, Financial Institutions, Rivel Banking Research, USARelPro, one of the fast-growing business development and relationship management solution for financial services professionals, announced its latest partnership with Rivel Inc., a Management Consulting firm that uses data to align its clients with their shareholders’ and customers’ needs. The new partnership enhances companies’ ability to support banks and credit unions looking to strategically attract new customers and retain existing clients.

“RelPro’s mission has always been to help financial services professionals save time and grow their business by unlocking deeper insights into mid-market companies and their decision-makers,” added Lauren Meyers, RelPro’s VP of Partnerships & Customer Success. “Partnering with Rivel helps streamline bankers’ prospecting and customer retention efforts. By analyzing Rivel’s local market and perception data, bankers are then able to use RelPro to more strategically identify target companies and contacts in specific industries, geographies and more.”

RelPro’s cloud-hosted Software and Data Analytics solutions provide financial services professionals with data, insights, and time-saving workflow efficiencies to achieve their business development and relationship management goals. RelPro integrates more than 17 companies, executives, and industry data sources into a single user experience, delivering valuable intelligence on companies and decision-makers that enables powerful search and research capabilities to find qualified prospects.

“RelPro integrates best-in-class data to address financial services professionals’ needs for a business development and relationship management solution that combines accurate company and decision-maker information with actionable insights,” said RelPro’s CEO and Founder, Martin Wise. “In partnership with Rivel, we can enable our mutual clients to gain efficiencies in their commercial business growth & retention strategies to meet the needs of their prospects and clients.”

Rivel uses a data-driven approach to give banks and credit unions a deeper understanding of their customer key decision drivers. Rivel Banking Research conducts 280,000 interviews annually to clarify consumers’ experiences and pain points with financial institutions, measuring over 90 perception metrics.

“We’re incredibly excited to partner with RelPro to offer an A-to-Z solution for banks and credit unions looking to grow their commercial business,” said Corey Wrinn, Managing Director for CXLign Banking at Rivel. “Beginning with Rivel’s local market opportunity and perception data and utilizing RelPro’s comprehensive insights on US companies and decision-makers, banks and credit unions can target the right prospects tied to their growth strategy.”

With the capability to target that information down to the zip code, Rivel helps financial institutions determine vulnerabilities and opportunities within their territories, empowering them with data that helps them better understand their customers’ needs and efficiently develop strategies for new business growth.

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