KeyBank introduced its Certified Cash Flow Advisor Program, marking a significant advancement in its commitment to delivering differentiated solutions and advice for small-to-midsize businesses. The program, launched in 2024, reshapes business banking by focusing on a consultative approach.
The program equips KeyBank professionals with a framework for engaging business owners in 'Key Conversations,' offering structured advice on critical cash flow and financial challenges. Advisors provide tailored solutions to improve efficiency and profitability in areas like payments, receivables, and liquidity management.
By the end of March 2025, approximately 900 KeyBank advisors had completed the rigorous certification process, with 285 more in progress. This substantial investment in elevating advice aims to strengthen relationships with business owners and help them achieve long-term success.
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