RelPro | Saves time, accelerates business growth initiatives and delivers results.
Financial Services Case Studies and Success Stories with RelPro
CASE STUDY One of the world’s largest banks
RelPro helped one of the world’s largest banks improve business development in the mid-market segment. The bank struggled to find accurate contact data for key executives at targeted companies. RelPr...o provided relationship intelligence and data services to identify and update executive contacts. The bank improved coverage from 60% to 99% of their target list and found 61% more executive leads. They exceeded their growth goals by 30% and expanded RelPro use across more teams.
RelPro and its Data Services helped a global fintech leader shift from product focus to solution selling. The company needed to reach C-Suite executives and specialized roles at 400 global financial ...institutions for rapid product launches. RelPro provided highly-curated contact lists and relationship mapping, ensuring 90+% deliverability for emails and phone numbers. The sales team used these lists to open new business opportunities and improve strategic account management. The campaign calendar was delivered within 6 months, supporting ongoing product launches.
RelPro helps wealth managers find new leads and grow client relationships. Advisors use RelPro’s search and mapping tools to target local business owners and executives. The platform’s alerts and aut...omated research save time and give timely insights. Wealth managers report higher productivity, quick return on investment, and better quality leads. RelPro’s data helps advisors connect with new prospects and deepen trust with current clients.
CASE STUDY A leading global financial services firm
RelPro helped a leading global financial services firm improve strategic account management. The firm wanted to engage senior executives at its top 30 accounts but lacked the right data. RelPro analy...zed these accounts, identified 1,700 new target executives, and provided detailed relationship intelligence. The client prioritized 700 executives for targeted follow-up, leading to new sales and strategic conversations. The firm now uses RelPro for ongoing alerts and expanded data services.
RelPro integrated Form 5500 data into its platform. This helps financial services professionals find and qualify new business opportunities. Users can see company retirement plan details, assets, and... contacts. The platform makes it easy to target prospects and deepen client relationships. Professionals can compare benefit plans and identify growth opportunities. The new data gives a full view of company financial health for better outreach.
RelPro helped a global fintech leader reach C-suite executives and specialized managers for new product launches. The client needed to shift from product selling to solution selling and connect with ...new decision-makers. RelPro delivered curated prospect lists, relationship mapping, and ongoing alerts. Email campaign bounce rates dropped by 50%. The client completed a full year’s campaign plan in just 6 months. Nearly 90% of contact data was deliverable, helping the client grow new business and become a market leader.
Computer & Network Security Case Studies and Success Stories with RelPro
CASE STUDY Mobile technology security company
RelPro Tech Search helped a mobile technology security company launch a new product with their first outbound marketing campaign. The sales team used RelPro to find companies using specific technolog...ies and target decision-makers. RelPro’s advanced search and list upload features saved time and improved prospecting. The campaign met revenue and new account goals. The sales and business development team now uses RelPro daily to stay updated and connect with the right contacts.
Non-Profit Organization Management Case Studies and Success Stories with RelPro
CASE STUDY Youth INC
RelPro's lead generation software helps Youth INC find new corporate sponsors and donors. The platform makes it easy to keep contact information up to date and build connections. Youth INC uses RelPr...o to support its mission and serve over 300,000 young people in New York City each year. The software helps the team identify leads and manage relationships more efficiently. RelPro's alerts and tracking features improve fundraising and development processes.
Banking Case Studies and Success Stories with RelPro
CASE STUDY Community Bank (unnamed)
RelPro helps community banks compete with national banks by providing a multi-sourced database and relationship intelligence platform. Community bankers use RelPro to quickly identify, research, and ...qualify new leads, saving time and improving efficiency. The platform offers advanced search, automated alerts, and integrated data from 17 sources, making business development faster and more targeted. Bankers report spending less time on lead qualification and more time with clients. RelPro enables smarter business development and helps banks build trust quickly with prospects.
CASE STUDY Loan Officers, Business Development, Relationship Management (Business Banking, Commercial Banking)
RelPro Filings / Loans Data helps business and commercial bankers find SBA 7(a) loan data. Bankers use the platform to search for loans by term and interest rate. They can identify prospects, compare... rates, and spot refinancing opportunities. The tool gives access to company profiles, news, and executive contacts. This helps bankers build targeted lists and connect with new clients.
CASE STUDY Top-Tier Global Bank North American Commercial Banking Division
RelPro helped a top-tier global bank's North American commercial banking division improve business development with its relationship intelligence platform. The bank struggled to find accurate executi...ve contacts for 4,000 mid-market companies, with only 60% coverage. RelPro increased executive coverage to 99%, updated details for 25% of companies, and found 61% more decision-makers. The bank exceeded new account and revenue goals by 30%. RelPro's platform saved time and improved customer contact, leading to a 500% expansion in use within the bank.
RelPro helps a large commercial bank save time in business development and relationship management. The bank's team used RelPro to quickly find and qualify new leads and track executive changes at ta...rget companies. RelPro's alerts and integrated data let bankers act on new opportunities without manual research. Bankers save 15-20 minutes per prospect, with some tracking up to 500 targets. The bank expanded from a 30-user pilot to over 500 users, improving workflow and client engagement.
CASE STUDY Sikander A - VP, Corporate Advisory/Investment Banking
RelPro helps corporate and investment banking teams clean and enrich CRM data. The platform finds private companies and their executives for deals. It gives access to up-to-date contact details and b...iographical insights. RelPro's partnership with BoardEx adds relationship mapping for better introductions. Sikander A, a VP in corporate advisory, says RelPro is unmatched for pulling data from many sources and providing market intelligence.
RelPro helped one of the world’s largest banks exceed its business development growth goals. The bank used RelPro to update old contact information and build a stronger lead funnel. With RelPro’s dat...a and tools, the bank surpassed its growth targets by 30%. The platform made it easy to find new leads and keep contact lists fresh. RelPro’s features supported the bank’s ongoing growth and prospecting efforts.
RelPro helps Community Bank business development teams compete with national banks. The platform gives bankers access to a multi-sourced database and advanced search filters. This lets them quickly f...ind and qualify new small and medium business prospects. RelPro's alerts and automated research save time and keep bankers updated on client news. Bankers spend less time searching for leads and more time building relationships. One client said RelPro lets them 'think smarter, not work harder.'
RelPro helped a commercial bank improve business development and relationship management. The bank used RelPro to find quality data on small and mid-sized businesses and target the right executives. ...RelPro's platform saved bankers 15-20 minutes per prospect, with some tracking up to 500 targets. This efficiency let bankers spend more time with clients and less time on research. RelPro's alerts and integrated data made outreach more effective and timely.
Computer Software Case Studies and Success Stories with RelPro
CASE STUDY A mid-size enterprise software firm
RelPro helped a mid-size enterprise software firm improve their trade show ROI. The company struggled to measure the impact of trade shows and wanted to better target and prioritize leads. Using RelP...ro, they identified new contacts and enriched attendee lists with relationship intelligence. The marketing team promoted messages before, during, and after events. Sales teams had more meaningful conversations and focused on qualified leads. This led to faster sales and better use of marketing automation tools.
RelPro Tech Search helped a Mobile Technology Security Company launch its first outbound marketing campaign. The company needed a sales intelligence tool to find prospects with specific tech stacks. ...RelPro's Advanced Search and Tech Search features let them quickly build targeted lists and identify key decision-makers. The team integrated trade show leads and used rich profiles to prepare for meetings. As a result, they achieved their revenue and new account targets with their first campaign and now use RelPro daily for business development.
RelPro and its Data Services helped a rapidly-growing B2B SaaS business improve lead generation. The new CMO wanted to make the sales team more proactive and focus on qualified leads. RelPro provided... curated lists of 7,000 leads in just 3 weeks, targeting specific job titles and regions. Before, the company sourced about 200 new leads a week. RelPro’s solution enabled the team to focus on campaigns and process improvements. The client completed 10 projects with RelPro in the first 4 months.
CASE STUDY Rapidly-Growing B2B SaaS Business Selling a Specialized Marketing Solution
RelPro’s Intelligence platform and Data Services helped a fast-growing B2B SaaS company boost lead generation. The new CMO needed more qualified leads to support global expansion. RelPro delivered 7,...000 curated leads in 3 weeks, up from 200 per week before. The solution used machine learning and human expertise to match strict criteria. The client completed 10 lead generation projects in 4 months with RelPro’s help.
Information Technology and Services Case Studies and Success Stories with RelPro
CASE STUDY Intelligence Company
RelPro and its Data Services helped an intelligence company improve visibility into its customer base. The company wanted to better understand relationships with Fortune 500 clients and find new sale...s opportunities. RelPro analyzed Salesforce.com and CRM data, identifying over 3,000 key executives. They found only 15% of these executives were in the company's CRM. The sales team used RelPro software and alerts to target new leads and improve marketing. The project also led to a review of Salesforce.com adoption and data quality.
Pharmaceuticals Case Studies and Success Stories with RelPro
CASE STUDY A large pharmaceutical company
RelPro helped a large pharmaceutical company deepen relationships with clients. The company used RelPro to find new contacts and connect with key executives. The software saved significant time for u...sers. It helped the team find contacts they could not reach before. Customer service was described as excellent by the client.
RelPro and Data Services helped a large pharmaceutical company connect with key executives in strategic accounts. The sales operations team used RelPro's relationship mapping and analytics tools to f...ind new connections and prioritize important contacts. RelPro provided intelligence on trade associations and philanthropic affiliations. The sales team proposed new ways to engage, like joint events and introductions through new connections. They are now reviewing all key accounts for more opportunities.
Other Industry Case Studies and Success Stories with RelPro
CASE STUDY A mid-market private equity firm
RelPro helped a mid-market private equity firm find business owners and contact information. The firm used RelPro's data services to speed up deal sourcing. RelPro revealed several thousand new CRM c...onnections for the firm. The software saved time and helped find new contacts. The customer praised RelPro's customer service and its impact on their work.
RelPro and RelPro data services helped a mid-market private equity firm organize and enrich its relationship data. The firm had relationship information scattered across many files and systems, makin...g it hard to share and use. RelPro aggregated and enhanced this data, including networks from advisors and portfolio executives. The solution revealed several thousand new CRM connections. The firm's teams now use RelPro daily to find business owners, contact details, and insights, improving deal sourcing and due diligence.
RelPro helps wealth management professionals manage current client relationships and find new prospects. Advisors use RelPro to search for leads, map local businesses, and set alerts for client miles...tones. The platform saves time by providing accurate contact data and automated research. One advisor used RelPro to target small business owners in her area and gained new clients. Another advisor quickly connected with employees at a company undergoing restructuring, leading to more clients and referrals. Firms also saved money by ending the purchase of expensive, inaccurate directories.
CASE STUDY Bankers, advisors, and insurance professionals
RelPro integrated Form 5500 data into its platform. This helps financial services professionals find and qualify new business opportunities. Users can search for companies based on benefit plan data.... They can see plan assets, participant counts, and plan administrators. This makes it easier to target prospects and deepen client relationships. The platform helps bankers, advisors, and insurance professionals grow their business by using detailed company benefit data.
