Business Succession: The $14 Trillion Opportunity Hiding in Plain Sight
With nearly $14 trillion in business ownership transitions ahead, banks must engage earlier. Learn how succession planning becomes a relationship opportunity.
Webinars & Blogs
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Webinar
November 12, 2025
Master Your Messaging: Effective Communications Between Banker and Business Owner
How you connect with business owners matters as much as what you say. Join RelPro and Rivel Banking Research for best practices to master your messaging to clients and prospects.
Watch Now
40 minute video
Webinar
October 7, 2025
The Local Economist: Winning New Commercial Deposit Opportunities
Join Lance Rosenthal, Nicolle DeLiso and Brad Fitts for a discussion on winning new business leveraging local expertise.
Watch Now48 minute video
Blog
October 2, 2025
Why Data Quality is the Real Growth Catalyst in Financial Services
While the latest tools take center stage for many Business Development teams, high-quality data is the foundation on which successful growth strategies are built.
Read More6 minute read
Blog
August 14, 2025
Real-Time CRM Data Enrichment in Modern Banking
Outdated CRM data costs banks business. Discover how real-time CRM enrichment and buyer intent signals from RelPro help banks retain clients and win new ones.
Read More5 minute read
Webinar
June 18, 2025
Fueling SMB Growth for Bankers: Insights from Industry Experts
Join Martin Wise, Steve Vitale and Nancy Schneier as they share their insights on how bankers can efficiently grow SMB business.
Watch Now55 minute video
Webinar
June 3, 2025
Preparing Community Banks to Serve the Surge in Small Businesses
Join Sara Allen, Diahn Hevel and Mary Kay Schneider as they discuss how Community Banks can implement successful strategies to serve their small business customers.
Watch Now57 minute video
Blog
April 18, 2025
Turning Insight into Opportunity: How Local Market Sentiment Can Drive Commercial & Business Banking Growth
To break through the noise, commercial & business bankers must go beyond surface-level selling and instead build real relationships rooted in understanding, relevance, and trust.
Read More5 minute read
Blog
April 10, 2025
Navigating Tariffs and Economic Shifts: Turning Change and Uncertainty into Strategic Opportunity
With tariffs producing economic shifts, commercial and business bankers are uniquely positioned to support their clients and turn disruption into growth opportunities.
Read More5 minute read