Webinars & Blogs

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Practical Advice for Finding New Clients in 2022: What Bankers Need to Know this Year

May 11, 2022

In this exclusive webinar, hear from Chief Door Opener Caryn Kopp of Kopp Consulting and our own CEO Martin Wise as they share practical, need-to-know advice for Business Development professionals in banking about what is working now in business development.

Recharge Your Referral Engine: Accelerate Your Relationships, Revenue, and Retention

May 10, 2022

Relationships based on trust are essential to authentic, meaningful client engagement and sustainable revenue growth. Together, Introhive and RelPro are breaking new ground with an integrated solution that empowers business development and relationship management teams by delivering powerful insights about both internal and external professional relationships and connections.

Targeting Industries and Businesses that Benefited from the PPP program

October 6, 2021

This 1-hour webinar highlights how the partnership between IBISWorld and RelPro will help you save time and generate more business by vetting which industries are set up for success and identifying key companies and executives within those industries that will position bankers for growth in the year ahead.

Using Sales Intelligence Solutions for Remote Selling, Adds Value for Prospects

July 15, 2021

In this episode of “Jack Rants Live”, Susan Bell (Vertical IQ Co-Founder and EVP of Sales) and Martin Wise (Founder and CEO of RelPro) discuss how Vertical IQ and RelPro integrate to empower bankers with actionable industry research and relationship intelligence to distinguish themselves from all the other bankers calling on their prospects (and their existing customers, for that matter).

PPP Loans: Analyzing The Aftermath

March 24, 2021 | By: Lance Rosenthal

The Small Business Administration (SBA) initially released details on 660,000 companies who received PPP (Paycheck Protection Program) loans of $150,000 or more. In addition to the name of the company and the amount of their PPP loan, the initial SBA data included other valuable information including the lending bank. The SBA has since released details of all 5.1 million companies that received PPP loans (including companies that received loans of less than $150,000.

The Art of Cold Emails (That Work)

February 25, 2021 | By: Cassandra Giovanni

Googling ‘cold email templates’ will give you a slew of results, but the cold hard truth is that emails, especially those that are a first-touch, should never be a template. So how do you avoid the cold shoulder when it comes to sending emails to people you don’t exactly know? The key lies in one step -- personalization.

The Good, the Bad and the Ugly of Data Reliance

January 27, 2021 | By: Cassandra Giovanni

It’s no secret data runs the world, and as the world evolves, the intensity with which businesses rely on data is ever increasing. For salespeople, this means learning to prospect in a digital world. But no matter the type of prospecting, your results are only as good as the data you have at your fingertips.

Prospecting in a Digital World

October 5, 2020 | By: Ashley MacInnis

The world of business development in B2B financial services has gone digital in a big way. We all know that business flourishes when we can nurture and harvest our current relationships and when we can make new connections, but how can this be done without face-to-face interactions and easy collaboration in the office? Is it even possible to achieve this in today’s digital world?

Webinar - Relationship Development 2021...What Does The Magic 8-Ball Say?

September 21, 2020

Nostradamus we are not and that crystal ball in the corner won’t help much either. But there are some key strategies we can forecast as 2021 comes into focus. In this practical one-hour session, hear from Jack Hubbard and Martin Wise on how to find new ways to connect with clients and prospects in the coming year.