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Banking on Relationship Capital: Transforming Business Data into Wallet Share

Growth in banking isn’t just about deposits, it’s about knwing your customers. Discover how financial leaders are bolstering their customers’ relationship capital with data and AI to unlock cross-sell, up-sell, and deeper loyalty at scale.

Oct 14
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Oct 14, 2025
8:30 am
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9:15 am
201 3rd St, San Francisco

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How leading banks scale growth without adding headcount

In banking, growth doesn’t just come from data or technology, it comes from trust. 

Relationship capital is the equity financial institutions build through every client interaction, and it’s the foundation for building and deepening relationships.

In this session, RelPro and Zennify will explore how banks can combine relationship capital, company and executive data, and Salesforce to shift from reactive service to proactive engagement. Learn how leaders are turning signals into meaningful conversations to add value, strengthen trust, and grow wallet share without adding headcount.

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What you’ll learn

  • How to utilize intent data and enable teams to spot client growth and referral opportunities
  • Turn alerts and buyer intent signals into timely conversations 
  • Scale growth with AI-enabled relationship managers
  • Practical examples from institutions already leading the way

The Zenn Lounge is reserved for financial services professionals and current partners of Zennify. Space is limited.

Where to find us

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