Tailored solutions for your specific needs.

Data-as-a-Service (DaaS) is a model that delivers continuously updated business and executive data directly into CRM systems, Data Lakes, or internal applications.

Instead of relying on static lists or manual research, DaaS enables organizations to enrich, monitor, and refresh company and contact data on an ongoing basis.

RelPro operates within this ecosystem by delivering data services tailored to financial and professional services firms, providing real-time company intelligence, executive updates, and relationship insights integrated into existing workflows.

Many traditional data providers offer high-volume company and contact databases. These solutions tend to have lower data accuracy and are not built to make financial services or professional services teams succeed.

RelPro’s Data ecosystem is built to support the growth of financial and professional services firms.

RelPro is designed to support bankers, advisors, and relationship-driven marketing, sales, and client coverage teams that require accurate, compliant, and highly structured intelligence, not just large volumes of contacts.

We differentiate by offering:

• Financial services specialization: Deep coverage of middle market companies, executive leadership, filing and loan data, and ownership structures relevant to banks and advisory firms.
• Flexible data delivery: API access, webhooks for continuous updates, Salesforce CRM integration, and structured flat file delivery based on your technical requirements.
• Customization to your specifications: Data fields, formatting, enrichment scope, and refresh cadence are aligned to your CRM architecture and compliance standards.
• White-glove data services: Our team works closely with you on strategy, implementation, formatting, and timing to ensure the data supports your business objectives.
• Ongoing monitoring, not static lists: Continuous updates on executive changes, funding events, and new and expiring company filings and loans.

RelPro delivers precision, compliance-conscious enrichment, and relationship intelligence tailored specifically for financial and professional services organizations.

RelPro delivers specialized data services for financial institutions and professional services firms that depend on relationship-driven growth.

Data Services for Financial Institutions

RelPro provides continuously updated company and executive intelligence that integrates with CRM systems and internal workflows to support client coverage, deal sourcing, and relationship management.

This includes coverage of filings and loans, including UCC, SBA (7a, 504, PPP), PE/VC, 5500, 990, CRE, and Government Contract Awards, executive leadership updates, company firmographics, industry codes, wealth data, and buyer intent, enabling frontline bankers to engage proactively with clients and prospects.

Data Services for Accounting and Advisory Firms

For accounting firms, RelPro data services help advisors monitor middle market companies, track leadership changes, identify client growth signals, and target companies impacted by merger & acquisition activity. Leading accounting firms benefit from RelPro’s data to create prospecting opportunities and grow their businesses during these transition periods.

Intelligence such as executive leadership updates, Form 5500 data, including Auditors and Record keepers, company growth indicators, and industry developments helps advisors stay informed about client needs and proactively engage clients.

Data Services for Legal Teams and Law Firms

For legal teams and law firms, RelPro data services help maintain accurate, up-to-date CRM data and client/prospect lists across companies and key contacts.

Outdated records, missing contacts, and incomplete company profiles can limit relationship visibility and outreach effectiveness.

RelPro enriches and cleans CRM data by validating company information, updating executive contacts, and filling in missing records, ensuring teams are working with reliable, current data. RelPro Data Services provides legal teams with data that a traditional CRM lacks, such as buyer intent signals, executive leadership role changes, company firmographics, financing activity, industry codes, and more. The additional RelPro data enables law firms to get in touch with clients and prospects when it's relevant, and before the competition.

RelPro specializes in data enrichment for financial services. We enhance CRM records with additional company, executive, and relationship intelligence. This typically includes leadership updates, company firmographics, corporate hierarchies, and monitoring signals. Financial institutions use enrichment to maintain accurate CRM records and identify opportunities across their total addressable market. This enables proactive outreach that builds and deepens relationships.

RelPro data is refreshed on a structured cadence depending on the type of intelligence, ensuring a balance of coverage, accuracy, and timeliness.

• Company and executive datasets are refreshed on a regular monthly basis to maintain broad and accurate coverage
• Buyer intent data is updated weekly to reflect emerging research activity and market signals
• Executive leadership changes, particularly at the C-suite level, are monitored and updated daily

CRM records can be refreshed:

• At initial enrichment (on-demand)
• On a scheduled basis
• Through ongoing monitoring feeds for key updates, such as leadership changes
• Via API integration into internal systems

This approach ensures your CRM reflects timely, high-quality company and executive intelligence aligned to how different types of data change over time.

RelPro provides comprehensive intelligence tailored to financial and professional services firms, including:

Executive Intelligence

• Executive and board member profiles
• Direct contact information
• Leadership change tracking
• News on executives

Company Intelligence

• Firmographic data (revenue, employee size, location, industry)
• Corporate hierarchies and ownership structures
• NAICS and SIC classifications

Financial & Market Signals

• Filings and loan intelligence
• Buyer intent signals
• M&A and funding events

Relationship Intelligence

• Wealth and High Net Worth Individual (HNWI) data

Our data supports commercial banking, business banking, investment banking, private equity, wealth management, advisory, legal, and nonprofit use cases.

RelPro combines proprietary intelligence with 25+ best-in-class data sources to deliver a unified, high-quality view of companies and executives.

Our platform integrates firmographic and financial data, regulatory filings, and loan intelligence, market and industry insights, buyer intent signals, and executive and board-level intelligence. By aggregating and normalizing data from multiple trusted sources, RelPro creates a comprehensive and continuously refreshed intelligence layer tailored to financial and professional services firms.

This multi-source approach enables deeper coverage of private companies across the full spectrum — from small businesses to middle-market and enterprise organizations. These insights are critical for bankers, advisors, and relationship-driven teams who rely on accurate organizational visibility.

RelPro’s data partners include: BoardEx powered by Altrata, Bombora, Cognism, CRB Monitor, Crunchbase, Guidestar by Candid, Rivel, and Windfall.

RelPro’s data integration partners include: BoardEx powered by Altrata, Dun and Bradstreet, IBISWorld, and Vertical IQ.

A RelPro CRM cleanse improves contact and account data quality. We enrich incomplete records, updating outdated executive information, and identifying duplicate or inconsistent records.

CRM data typically decays by 25–30% per year due to executive turnover, company changes, and outdated contact information.

RelPro addresses this by:

• enriching incomplete company and executive records
• alerting users to leadership and role changes
• deduplicating records
• standardizing company data

This helps financial institutions maintain accurate CRM records for more successful outreach, improved segmentation, and pipeline visibility.

Yes. RelPro integrates with Salesforce and other CRM platforms. We offer data enrichment, matching, and monitoring capabilities.

Key capabilities include:

• API and webhooks CRM integration
• Intelligent record matching to prevent duplicates
• Side-by-side record comparison before updates
• Field-level update controls
• Bulk enrichment for accounts, contacts, and leads

RelPro’s Concordance engine helps ensure new records are matched with existing CRM data before updates are applied.

• RelPro is designed to support financial and professional services firms that operate in highly regulated environments.
• We maintain structured data governance, validation, and sourcing processes to promote accuracy, transparency, and responsible data handling. Our platform integrates data from reputable, best-in-class sources and applies normalization and quality controls to help reduce inconsistencies and outdated information.
• RelPro works closely with client compliance, legal, and IT teams to align data delivery, field mapping, and enrichment practices with internal policies and regulatory requirements. Our CRM integrations and update controls allow organizations to manage how data is reviewed, approved, and applied within their systems.
• While regulatory requirements vary by institution, RelPro’s data services are built with the quality, oversight, and accountability standards expected by financial institutions.
• We update our records according to ‘do not call’ lists.

RelPro delivers data via multiple integration methods tailored to financial and professional services organizations.

Delivery options include:

• Salesforce integration
• REST APIs
• Webhooks for continuous data refresh
• Batch enrichment workflows
• Structured flat file delivery (CSV, XLS)
• Export capabilities for custom workflows

These options allow organizations to integrate RelPro intelligence directly into CRM systems, data platforms, and internal applications.

Yes. RelPro can automatically update CRM records based on configurable enrichment and matching rules.

Organizations can choose how updates are applied, including:

• Updating only blank fields
• Updating all fields where RelPro has data
• Requiring manual review before changes are applied

This flexibility allows financial services firms to maintain governance and compliance oversight while keeping CRM data current with executive changes, company updates, and enrichment fields.

RelPro’s matching logic helps prevent duplicate records and ensures updates align with your CRM structure and data policies.

RelPro maintains data accuracy through a multi-layered validation and monitoring process.

RelPro aggregates and normalizes intelligence from 25+ best-in-class data sources, cross-references records to reduce inconsistencies, and applies structured data standardization before delivery.

Additional quality controls include:

• continuous monitoring of executive and company changes
• automated and manual validation processes
• CRM deduplication through the Concordance matching engine

This approach helps financial institutions maintain high-quality company and executive intelligence across their systems.

The timeline for delivery of RelPro Data Services will depend on the services rendered.

For simple services like a flat file delivery, service can be rendered in as little as 1-2 business days once you set up an SFTP.

To set up webhooks or use the RelPro API, implementation is dependent on the client’s ability to write scripts to pull or push the data.

Data services projects are priced based on the scope of work (SOW) agreement. Price is based on volume and the number of users who would benefit from it.