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A CPA advises a client over the phone

Blog

September 23, 2026

Business Succession Planning: How CPA Firms Can Identify Exit-Ready Clients Early

A practical guide to recognizing succession signals, starting better conversations, and coordinating with other advisors before the transaction begins.

By: Lance RosenthalcaratRead Moreclock5 minute read
Watch the webinar to get tips on how modern bankers combine data, CRM, and AI to drive growth

Webinar

August 19, 2026

Commercial Growth for the Front Lines: Connecting Relationship Intelligence, CRM, & AI

Watch the webinar for best practices to bring relationship intelligence, CRM engagement, and AI together for a winning growth strategy.

caratWatch Nowclock60 minute video
Capital Expenditures for projects such as data center construction are leading to commercial banking opportunities.

Blog

July 8, 2026

Capital Expenditures Are Reshaping Commercial Banking Opportunity

Increased investment and capital expenditures tied to reshoring manufacturing and tech advancement are leading to growth opportunities for commercial bankers and lenders.

By: Sara AllencaratRead Moreclock4 minute read
Watch the webinar to get tips on how relationship-driven financial institutions use data and analytics in their growth strategy

Webinar

June 24, 2026

The Future of Commercial Growth: A Modern Framework for Relationship-Driven Financial Institutions

Watch the webinar to discover how relationship-driven financial institutions get ahead with data and analytics to support growth.

caratWatch Nowclock50 minute video
SBA Lending in 2026 — Find Expansion-Stage Businesses Before the Competition Does

White Paper

June 22, 2026

SBA Lending in 2026: How to Find Expansion-Stage Businesses Before the Competition Does

The SBA just doubled its combined 7(a) and 504 loan limit to $10M. Learn how lenders can identify expansion-stage businesses using growth signals, ownership changes, and relationship intelligence.

By: Sara AllencaratRead Moreclock6 minute read
Strategies for credit unions to growth business services

Webinar

April 22, 2026

Redefining Business Services at Credit Unions: How Leading CUs Turn Community Trust and Data into Commercial Growth

Watch the webinar for best practices to leverage market intelligence and industry insights to win commercial deposits as a trusted advisor.

caratWatch Nowclock60 minute video
RelPro graphic showing the Strait of Hormuz with oil tankers and flow lines, titled “From Oil Shock to Credit Stress: What the Strait of Hormuz Disruption Means for Banks.”

Blog

April 20, 2026

From Oil Shock to Credit Stress: What the Strait of Hormuz Disruption Means for Banks

As the Strait of Hormuz disruption unfolds, the impact on SMBs creates stress for banks to address.

By: Sara AllencaratRead Moreclock3 minute read
Best practices for winning commercial deposits in 2026 through market intelligence and advisory-first banking

Webinar

March 3, 2026

Winning Commercial Deposits in 2026: How Market Intelligence Empowers Advisory-First Bankers

Watch the webinar for best practices to leverage market intelligence and industry insights to win commercial deposits as a trusted advisor.

caratWatch Nowclock54 minute video
Helping business owners prepare for succession and the $14 trillion ownership transition ahead

Webinar

January 27, 2026

The $14 Trillion Opportunity: Helping Business Owners Prepare for Succession

Watch the webinar for best practices on how you can support business owners as they plan their exit strategy.

caratWatch Nowclock61 minute video