RelPro | Saves time, accelerates business growth initiatives and delivers results.
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Banking Case Studies and Customer Success Stories with RelPro
One of the world's largest banks
- Banking
- Very Large
RelPro helped one of the world's largest banks exceed its growth goals by 30%. The bank used RelPro to update... stale contact information and strengthen its lead funnel. RelPro provided real-time buyer intent data and CRM enrichment. The solution made it easier to find new prospects and manage business development. The bank improved its relationship management and lead generation strategies.
Sikander A - VP, Corporate Advisory/Investment Banking
- Banking
- Large
RelPro helps corporate and investment banking teams clean and enrich CRM data. The platform finds up-to-date contact details for board... members and executives. It eliminates duplicate records and saves time updating company and contact information. Sikander A, a VP in corporate advisory and investment banking, praises RelPro for its unmatched ability to pull data from many sources. RelPro is used by 60% of the top 20 U.S. banks to discover new connections and market intelligence.
RelPro helped a large commercial bank save 15-20 minutes per prospect in business development. The bank used RelPro to automate... pre-call research and get contact details for thousands of small and mid-sized business executives. Relationship managers tracked up to 500 targets each, improving efficiency and outreach. RelPro alerts kept bankers updated on client and prospect developments. The bank expanded from a 30-user pilot to over 500 users nationwide.
A community bank (Vice President of Commercial Lending)
- Banking
- Small
USA
RelPro helped a community bank's commercial lending team compete with larger banks. The bank used RelPro to quickly identify decision-makers... and qualify new business leads. Automated alerts and integrated data saved bankers time and improved outreach. The team could access company profiles and talking points in minutes. RelPro enabled smarter business development and faster trust-building with prospects.
Top-Tier Global Bank (North American Commercial Banking Division)
- Banking
- Very Large
RelPro helped a top-tier global bank's North American commercial banking division improve executive coverage for 4,000 mid-market companies. The bank used... RelPro to identify missing executives, raising coverage from 60% to 99%. RelPro updated or corrected executive data for 25% of companies and found 61% more decision-makers matching campaign needs. The business development team saved time and focused on building relationships. The bank exceeded new account and revenue goals by 30% and expanded RelPro use by 500% within the division.
Unspecified financial institutions (bankers)
- Banking
- Large
Bankers use RelPro to find and qualify SBA 7(a) loan prospects fast.
RelPro's SBA 7(a) loan data helps bankers find and qualify prospects for business loans. Users can filter loans by term,... rate, and lender to match their business development strategy. The platform lets bankers identify refinancing opportunities and target companies with variable-rate loans. Bankers use RelPro to build targeted outreach lists and research company profiles. This gives them an edge in winning new lending business.
RelPro helped a community bank compete with national banks by streamlining business development. The bank used RelPro to quickly identify... and qualify new SME prospects and decision-makers. Automated alerts and integrated data sources saved bankers time and improved outreach. The bank could act faster on referrals and prepare for meetings in minutes. RelPro enabled bankers to spend more time with clients and less on research.
RelPro helped a large commercial bank save 15-20 minutes per prospect in business development. Bankers used RelPro to quickly identify,... research, and qualify new companies and executives. The platform's integrated data and alerts enabled more efficient outreach and relationship management. A pilot with 30 users grew to over 500 users nationwide. The bank improved targeted marketing and reduced cold calls, leading to better client engagement.
One of the world's largest banks
- Banking
- Very Large
RelPro helped one of the world's largest banks find better data on mid-market commercial banking prospects. The bank needed to... reach high-level financial decision-makers but struggled with incomplete and outdated information. RelPro provided relationship intelligence to improve prospecting and targeting. In the first campaign wave, only 60% of targeted companies had full executive contact details from existing sources. RelPro's solution aimed to close this gap and support business development goals.
A mid-market private equity firm
- Financial Services
- Medium
RelPro helped a mid-market private equity firm accelerate deal sourcing. The firm used RelPro to find business owners and access... key contact information. RelPro's data services uncovered thousands of new CRM connections. Users saved significant time and found contacts they could not reach before. The firm praised RelPro's customer service and relationship insights.
Wealth managers and financial advisors
- Financial Services
- Medium
New York, USA
RelPro helps wealth managers and financial advisors find new prospects and deepen relationships with current clients. Advisors use RelPro’s platform... to quickly identify and research business executives, saving 15-20 minutes per prospect. The platform’s alerts and mapping tools provide timely insights and local targeting. Wealth managers report faster client acquisition and improved relationship management. Many cover their investment in RelPro within months, gaining a competitive edge.
Global Fintech Leader
- Financial Services
- Large
RelPro helped a global fintech leader reach C-suite executives at 400 key financial institutions. The client needed to launch new... data-driven solutions and shift to solution selling. RelPro delivered highly-curated prospect lists and relationship mapping, cutting email bounce rates by 50%. The client completed a full year’s campaign plan in just 6 months. This enabled rapid product launches and improved strategic account management.
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 large financial services client reach C-suite and specialized contacts. The client needed to shift from product selling... to solution selling. They wanted to connect with senior managers for high-value deals and launch new products quickly. Their CRM lacked data on key decision makers. RelPro provided relationship intelligence to fill these gaps and support monthly product launches.
RelPro helped a private equity firm organize its relationship data. The firm had information spread across many files and systems.... Analysts spent hours finding contacts and context from different sources. RelPro made it easier to share and use this relationship intelligence. The firm now has better visibility and can find new opportunities faster.
A leading global financial services firm
- Financial Services
- Very Large
RelPro helped a leading global financial services firm connect with senior executives at its top 30 strategic accounts. The firm processes... trillions of dollars in security transactions daily. Their existing CRM and data could not support high-level engagement. RelPro enabled the firm to start strategic conversations with key clients. This improved executive outreach and relationship building.
Financial services business development professionals
- Financial Services
- Medium
USA
RelPro integrated Form 5500 data from the Department of Labor. Financial services professionals use this data to find and qualify... new business opportunities. They can compare benefit plans, assess company financial health, and identify prospects. The platform helps users target companies without benefit plans for growth. Advisors use the data to deepen client relationships and prepare for outreach. RelPro's integration streamlines research and prospecting for business development teams.
A rapidly-growing B2B SaaS business
- Computer Software
- Medium
RelPro helped a fast-growing B2B SaaS company boost lead generation. The CMO needed more qualified leads for global expansion. RelPro... delivered 7,000 curated leads in 3 weeks, up from 200 per week. Their data and analytics matched strict role and region criteria. The client completed 10 lead generation projects in 4 months with RelPro.
A mid-size enterprise software firm
- Computer Software
- Medium
A mid-size enterprise software firm struggled to measure the impact of trade show marketing. Their sales and relationship teams wanted... to reach attendees before events and focus on the best leads. The chief marketing officer aimed to find more prospects like their top customers. They used relationship intelligence to help sales and marketing teams work smarter. This improved their ability to target and prioritize leads.
Mobile Technology Security Company
- Information Technology And Services
- Large
RelPro helped a mobile technology security company launch a new product with an outbound marketing campaign. The sales team used... RelPro Tech Search to find companies using specific technologies and target decision-makers. RelPro's advanced research and list upload features saved time and improved prospecting. The client achieved their revenue and new account goals with the first campaign. The entire sales and business development team now uses RelPro daily for account-based selling.
A cyber risk solutions company
- Information Technology And Services
- Medium
RelPro helped a cyber risk solutions company gain better visibility into its Fortune 500 customer relationships. The CEO wanted to... know which companies they served and which they did not. The chief marketing officer used RelPro to review their sales and marketing approach. This helped them target new clients and cross-sell to C-suite executives. The company improved its go-to-market strategy with these insights.
Pharmaceuticals Case Studies and Customer Success Stories with RelPro
A large pharmaceutical company
- Pharmaceuticals
- Very Large
RelPro helped a large pharmaceutical company deepen relationships with clients. The company used RelPro to find new ways to connect... with key executives. The software saved time for users and helped them find contacts they could not reach before. RelPro was instrumental in their business development work. Users praised the customer service as excellent.
A large pharmaceutical company
- Pharmaceuticals
- Large
A large pharmaceutical company wanted to grow business with top strategic accounts. The sales operations team used relationship analysis to... map key executives and find new contacts. They aimed to speed up building important relationships. The team gained better intelligence on decision makers. This helped them identify new opportunities within target companies.
Youth INC
- Non Profit Organization Management
- Small
New York, USA
Youth INC used RelPro to find new fundraising leads and keep contact details for corporate supporters up to date. The platform made... it easier for their team to connect with businesses and support their mission. RelPro helped Youth INC strengthen relationships and improve donor prospecting. This allowed them to better serve nonprofit partners helping over 300,000 young people in New York City.
Other Industry Case Studies and Success Stories with RelPro
Unspecified client (CMO)
- Medium
RelPro helped a client with a new CMO improve their lead generation. The CMO wanted the sales team to focus... on qualified leads from outbound campaigns. RelPro's experts managed lead sourcing, including prospects from EMEA and APAC. This let the sales team spend more time on campaigns and process improvements. The client aimed for rapid growth and better lead quality.
RelPro helped a client launch a new technology product with their first outbound marketing campaign. The client needed a sales... intelligence tool to build a targeted prospect list. RelPro provided detailed company profiles and news updates. This kept the business development team informed and focused on account-based selling. The Head of Enterprise Sales valued RelPro for ongoing insights, not just leads.
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 milestones. 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.
