Our Partners
We Bring Together the Best Data, All in One Place
RelPro was built on the premise that there is no single perfect data source for business development and relationship management professionals in Financial Services & Professional Services. There are so many different data sources, several that are good, but so many that are inaccurate. None of them cover all the angles that our clients need. Our relationship intelligence and lead generation software is unique. We bring together 25+ best-in-class data partners to provide you with the most accurate contact information, company & relationship insights, industry research and financial information.
Data Partners
BoardEx
Warmer introductions lead to faster sales. We partner with BoardEx to help reveal first- and second-degree connections to 1.6 million individuals across 2.1 million organizations, so you can make the most out of your network.
Bombora
The true B2B data pioneer, Bombora connects the B2B ecosystem in a one-of-a kind Data Cooperative—enabling a holistic view of an account’s research and consumption behavior. From this data, Bombora derives actionable insights that make it possible for brands, agencies, and publishers to identify, understand, and engage their prospects and customers, throughout the buyer and user experience, across the activation platforms of choice.
Cognism
Cognism is an international team that is passionate about data and the role it can play in prospecting. They are working to provide transformative solutions to help revenue teams drive predictable lead generation and improve conversions across all your sales engagements. Cognism is on a mission to drive the next evolution of sales and marketing technology. They believe there is a better way for revenue teams to approach prospecting which will drive predictable outcomes. They are taking prospecting from an art to a science. Visit their website – http://www.cognism.com.
CRB Monitor
CRB Monitor empowers financial institutions to manage risk and monetize opportunity in the emerging cannabis industry with a best-in-class corporate intelligence platform that clearly and consistently defines, and sorts CRBs into the relevant risk-based categories and typologies that are relied upon by regulated financial institutions and regulators. CRB Monitor improves operational efficiency, allowing analysts to spend more of their valuable time analyzing high-value risk data, and less of it performing arduous tasks.
Crunchbase
Crunchbase is a leading provider of financial information for those looking to invest in companies. By bringing in information from Crunchbase, we provide a robust financial picture for qualifying leads. Our Private Equity and Commercial and Business Banking customers find this information invaluable in their lead generation strategies.
Guidestar
There are 1.5 million nonprofits in the US, making up 5.6 percent of the country's gross domestic product (GDP). Undoubtedly, nonprofit intelligence is valuable to our clients, whether they are interested in nonprofits as customers or because of their well-connected Boards. That’s why we partner with Guidestar by Candid. You can access the most complete, up-to-date nonprofit data available, along with vital contact information all in one place.
Just Capital
As corporate accountability for ESG becomes a topic of conversation that both emerging and large businesses need to be thoughtful and informed about, we’ve partnered with our friends (and clients!) at JUST Capital and provided links throughout RelPro company profiles to their great ESG data & insights.
Rivel
Rivel uses a data-driven approach to give banks and credit unions an understanding of their customer key-decision drivers. We conduct 280,000 interviews annually to clarify consumers’ experiences and pain points with financial institutions, measuring over 90 metrics. Rivel helps determine vulnerabilities and opportunities, empowering them with data that helps them understand their customers’ needs.
Windfall
Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. Household-level data built on deterministic sources deliver precise net-worth estimates on affluent US households that do not cap out at an upper limit or have broad ranges.
Solution Integration Partners
BoardEx
Warmer introductions lead to faster sales. We partner with BoardEx to help reveal first- and second-degree connections to 1.6 million individuals across 2.1 million organizations, so you can make the most out of your network.
DotAlign
RelPro partners with DotAlign to help you make the most out of your connections. DotAlign’s software automatically extracts intelligence from data sources like email, calendar, contacts, LinkedIn and CRM to answer questions like who knows who, how well they are known, and the most effective way to reach them.
Dun & Bradstreet
For the most robust coverage, you need multiple data sources. That’s why we partner with Dun & Bradstreet to integrate their company & executive data including DUNS numbers into our unique lead generation software.
IBISWorld
Informed lead generation strategies involve knowing your prospect. IBISWorld has in-house analysts to leverage economic, demographic and market data, then adds analytical and forward-looking insight. With integrated industry reports covering the U.S. and Canada, our partnership incorporates this wealth of data to help you make more informed prospect and client touchpoints.
Introhive
Introhive is one of the fastest growing technology companies in the world. RelPro has partnered with Introhive to bring customers access to the best relationship intelligence tools available. Now, you can get more out of your company’s connections.
i2iLogic
The i2i Logic Customer Intelligence Platform helps commercial and corporate banks generate insights on customer needs and match them to bank solutions instantly. Relationship managers and product specialists are provided with deep insight on their customers, great conversation ideas and supporting collateral in seconds - enabling the bank to service more opportunities and drive revenue growth. With offices in Melbourne, London, and New York, i2i Logic serves clients worldwide.
Propense.ai
Founded in 2023 and headquartered in Miami, Propense.ai is a SaaS platform that uses AI technology to anticipate client needs for professional services firms. Propense.ai enables firms to predict their clients' needs by analyzing historical data and market trends. For more information, visit www.propense.ai.
Quest Analytics
Quest Analytics helps bankers grow and retain customers for a lifetime with their intelligent CRM software. Community Bankers use Quest Analytics’ CRM to acquire, develop and retain their customer relationships by implementing relationship building best practices using a combination of daily analytics, easy to use software tools designed around the user’s role, and soft skills training.
Vertical IQ
Vertical IQ – a nationally recognized leader in Industry Intelligence – delivers actionable, convenient, focused, and easy-to-digest industry insights to help you better understand a prospect’s or client’s business challenges. Created by bankers for bankers, covering over 97% of the US economy and Canada, Vertical IQ quickly turns you into an industry expert so that you win, grow, and retain more business. Learn more at www.verticaliq.com.
Financial & Professional Services Ecosystem Partners
Anthony Cole Training Group
Anthony Cole Training Group has been working with community banks for 30 years helping them sell, coach and hire better. Their approach is to work hand-in-hand with their banking clients to evaluate the organization, the market and current individual and company strengths. Then their Sales Development Experts help to align company strategies and implement a customized Sales Managed Environment® and Effective Selling System framework to foster sales growth and improve hiring. They help community banks grow.
Barlow Research
Since 1980, Barlow Research has delivered strategic insights derived from the voice of small businesses and middle market companies. We're committed to not only finding the smart answers to the right questions, but also helping our clients effectively apply those insights in a way that yields real bottom-line results.
Capital Performance Group
Capital Performance Group, LLC (CPG) is a management consulting firm specializing in serving the financial services industry. CPG’s four practice areas are Strategy, Sales & Marketing, Distribution Planning, and Finance/Risk Management. CPG's success is built on long-term client relationships, customized approaches and practical solutions that deliver tangible results. Their professionals bring deep experience as both practitioners and consultants to every engagement.
ICSL Advisory
ICSL Advisory helps customers leverage data for growth. With 25 years of experience, ICSL Advisory offers comprehensive consultancy in data and AI strategy, governance, compliance and data intelligence solutions.
iS4B
iS4B is a team of bankers, industry insiders, investors, and operations specialists with a shared commitment to innovation in the banking sector. They provide experienced bankers, on a consulting basis, to Banks and Credit Unions for guidance supporting improvement of their operations. In addition, they Go to Market with Partners that supply best-in-class technology to enhance operational efficiency.
Kopp Consulting
Kopp Consulting founded by Caryn Kopp, is known for The Door Opener® Service, where senior level business developers, known as Door Openers, land executive-level prospect meetings for their clients. They’ve developed a trademarked sales messaging process designed to capture the attention of, and engage, busy decision-makers. Their researchers know how to find the “unfindable” information so their Door Openers know exactly where to fish.
Lendovative
We believe in supporting the small business community throughout the United States. That’s why we have partnered with Lendovative Technologies, Inc. Lendovative’s mission is to empower financial institutions to more effectively serve the cash flow needs of business clients.
The National Center for the Middle Market
The National Center for the Middle Market is the leading research center for the US middle market. Housed at The Ohio State University Fisher College of Business, in collaboration with Chubb, Visa and Wells Fargo, the mission of the center is to help middle market companies grow by developing - through a broad network of partnerships - extraordinary content, vital supportive networks and communities, and valuable programs that improve the competitiveness and performance of the middle market.
Selling from the Heart
Larry Levine, best-selling author of Selling from the Heart and Darrell Amy, co-host of the Selling From the Heart podcast are on a mission to help sales teams and individuals enjoy more sales and personal fulfillment by powering a movement of authenticity in the sales profession. Selling From the Heart provides training, coaching, and communities for sales teams and individual sales professionals.
St. Meyer & Hubbard
St. Meyer & Hubbard is a Chicago-area sales training, coaching and consulting firm that helps banks earn lifetime client partnerships by improving bank to business and sales leadership conversations. For more than 25 years, SM&H has helped banks build sustainable, client-centric Performance Cultures that drive measurable growth. From prospecting to negotiation skills, SM&H is your one stop shop for trust-based selling skills.
The Small Business Company
Engage and connect with business customers by creating best practice business content deployed inside your website and social channels. Unique custom content or subscribe to our Business Content Library to drive business traffic and leads.
Ned Miller
Ned Miller helps community and regional bank CEOs, senior executives and first-line sales managers solve their biggest sales problems through consulting, training and coaching. His mission is to help Sales Leaders and their teams achieve positive, long-term, measurable success.
vikar
Vikar delivers digitized end-to-end software for community banks and credit unions, streamlining account opening and loan origination that integrates with core banking systems. Their unified platform connects customers, lenders, and operations teams across retail, commercial, and wealth services. Supporting self-service to full-service models, Vikar boosts efficiency and enhances the client experience—all while providing a holistic view of banking operations.
Zennify
We help companies use their technology better. Zennify is a technology consulting firm with a reputation of accelerating financial institutions' growth by connecting their data, applications, people, and processes. Using cloud-based systems like Salesforce, nCino, and MuleSoft, we deliver impeccable solutions.