Our Partners

Let us help you make the connection

We believe in the power of collaboration. We partner with organizations that share our commitment to serving the business banking community and delivering valuable insights to the financial services industry. These strategic relationships allow us to expand resources, share expertise and better serve our common client base.

Capital Performance Group, LLC (CPG) is a management consulting firm specializing in serving the financial services industry. CPG delivers Strategy, Marketing, Branch/Digital Channel Planning, and Finance and Risk Management consulting services. CPG’s success is built on long-term client relationships, customized approaches, and practical solutions that deliver tangible results.

IBISWorld is the largest publisher of industry benchmarking and forecasting data to the financial services sector. Accessible through the IBISWorld website, by way of industry-leading partnership integrations, and via APIs delivered to CRM platforms, banks and credit unions utilize IBISWorld in the key functions of lending, business banking, underwriting, and portfolio credit risk.

RelPro is a data and analytics solution used by Business and Commercial Bankers to acquire new clients and to engage and retain existing customers. RelPro’s easy-to-use platform integrates data from 20+ best-in-class sources to cover more than 7 million companies and 150 million business decision-makers, and RelPro Data Services and API connectors enable workflow efficiencies. RelPro is used by more than 50% of the top 50 U.S. banks and numerous regional and community banks to save them time and add efficiencies to their business development initiatives.

St. Meyer & Hubbard has provided trust-based sales training and performance coaching to the banking industry for more than 25 years. Our newest program, AI Navigator, helps bank to business sellers create strategic call plans in seconds with a 97% accuracy rate.

Vertical IQ is a leading provider of Industry Intelligence, created by bankers for bankers, to empower you to have more informed conversations, differentiate your services, and provide strategic value to your clients. Specializing in industry-specific data, Vertical IQ equips commercial bankers, credit underwriters, marketing teams, and others with actionable industry insights that cover more than 97% of the economic revenue in the US and Canada through more than 970 Industry Profiles and 3,400 local economic reports. Vertical IQ streamlines the process of gathering industry insights, giving users the confidence and credibility to make memorable first impressions and sustain enduring relationships.

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