KeyBank's Certified Cash Flow Advisor Program Transforms Business Banking Through Expert Consultation

Core Insights - KeyBank has launched the Certified Cash Flow Advisor Program to enhance its service offerings for small-to-midsize businesses, focusing on a consultative approach to address complex financial needs [1][4] - The program aims to empower business owners by providing tailored solutions that improve efficiency and profitability in areas such as payments, receivables, and liquidity management [3][4] Company Overview - KeyBank, headquartered in Cleveland, Ohio, has approximately $189 billion in assets as of March 31, 2025, and operates a network of around 1,000 branches and 1,200 ATMs across 15 states [6][7] - The bank provides a wide range of financial services, including deposit, lending, cash management, and investment services, as well as corporate and investment banking products [7] Program Details - The Certified Cash Flow Advisor Program was launched in 2024 and equips KeyBank professionals with a framework for engaging business owners in meaningful discussions, termed 'Key Conversations' [2] - By the end of March 2025, approximately 900 KeyBank advisors have completed the certification process, with around 285 more in progress, indicating a significant investment in enhancing advisory services [3] Strategic Approach - KeyBank's approach emphasizes an advice-driven philosophy, aiming to strengthen relationships with business owners and support their long-term success in a complex financial landscape [5] - The program represents a shift from traditional banking to a more strategic partnership model, focusing on collaborative financial guidance rather than solely product-driven solutions [4][5]