RelPro Enhances Platform with Expanded Medical Practice & Form 5500 Data

With new data integrations RelPro expands intelligence on Doctor, Dentist & Veterinary practices, and Corporate Employee Benefits programs.

Short Hills, NJ — January 10, 2023 — RelPro, the fast-growing business development and relationship management solution for Financial & Professional Services, today announced the integration of two new datasets into its platform: one to expand its coverage of medical practices, and the other to add details of corporate employee benefits programs. These new datasets deliver valuable intelligence and analytics for Business Development and Relationship Management professionals, increasing their ability to find, qualify and connect with new prospects while creating efficiencies for their pre-call research and preparation. The new intelligence, which was inspired by client suggestions, has been incorporated into RelPro’s easy-to-use platform at no additional charge for existing users of their Premium Financial Data module.

The new intelligence integrated into the RelPro platform comprises:

Medical Practice Data: The new dataset adds intelligence for more than 500,000 medical practices to the platform, expanding RelPro’s coverage to more than 1.5 million Doctor, Dentist & Veterinary practices in the United States, all of which now have business contacts identified. The enhancement has increased the number of medical practices covered on the RelPro platform by 50%, and has tripled the number of medical practices with business contacts identified. Additionally, RelPro users with Premium Financial Data access can now customize their searches using the National Provider Taxonomy (NPX) classifications for more granular searching and targeting of medical practices for business development outreach.

Form 5500 Data: RelPro users can quickly identify companies with available Form 5500 annual reporting data, and review intelligence from more than 1.3 million filings over the last five years. Users can quickly acquire intelligence regarding a company’s employee benefits plans including number of participants, service provider information, value of assets, liabilities and contributions. This data further enhances new business development with accurate contact data on individuals listed as plan sponsors and administrators.

The enhancements announced today further differentiate RelPro as the business development platform of choice for Financial Services professionals who are building relationships with Small and Mid-Market businesses, including Business and Commercial Bankers, and Private Wealth Management Advisors. RelPro is now used by half of the top 50 US Banks, and by leading regional & community banks, credit unions and commercial finance companies. These customers benefit from RelPro’s integration of intelligence on decision-makers at more than 7 million companies, and insights on these companies including their size, location, industry, financial & funding history, and corporate structure.

RelPro’s focus on, and close partnership with, leading financial institutions has led to the identification of additional opportunities to aggregate and integrate these & other datasets to deliver valuable, actionable intelligence and meaningful time-saving efficiencies for bankers and other professionals charged with building and retaining business.

“We greatly value and appreciate feedback from our clients that highlights challenges they are facing and reveals opportunities for RelPro to provide insights that save the precious time of their business development professionals,” said RelPro’s Chief Technology Officer, Raaj Rajmangal. “Today’s enhancements enable clients to find and research prospect companies & contacts with even greater precision. They further underscore RelPro’s commitment to provide our clients with an ongoing stream of innovations that will boost their growth, efficiency, client engagement & retention initiatives.”