Our Partners

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.

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 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 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.

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.

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.

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 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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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 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.

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.

Brynne Tillman and Jack Hubbard have been at the forefront of the LinkedIn revolution in financial services since its founding. Seeing the need to help the financial services industry thrive drove the creation of Mastering LinkedIn for Bankers. This is the first and only LinkedIn system for banks and credit unions created by former bankers who understand the nuances of this industry. This systematized approach provides on-demand training, LIVE coaching, and 24/7 resources to help anyone from branch managers to CEOs take advantage of the power of LinkedIn.

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.

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 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.

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.