KeyBank's Certified Cash Flow Advisor Program Transforms Business Banking Through Expert Consultation
KeyBank (NYSE: KEY) has launched its Certified Cash Flow Advisor Program, revolutionizing its business banking approach for small-to-midsize businesses. The program, initiated in 2024, equips KeyBank professionals with a framework for conducting 'Key Conversations' - structured consultations focusing on clients' cash flow and financial challenges. By March 2025, ~900 advisors have completed certification, with 285 more in progress.
The program offers tailored solutions in areas including payments, receivables, invoicing, liquidity management, process automation, and fraud protection. This initiative represents KeyBank's strategic shift towards a more consultative approach, moving beyond traditional product-focused banking to provide comprehensive financial guidance. KeyBank, with assets of approximately $189 billion as of March 31, 2025, operates across 15 states through approximately 1,000 branches and 1,200 ATMs.
KeyBank (NYSE: KEY) ha lanciato il suo Programma Certified Cash Flow Advisor, rivoluzionando il suo approccio al banking aziendale per piccole e medie imprese. Avviato nel 2024, il programma fornisce ai professionisti di KeyBank un metodo strutturato per condurre le 'Key Conversations' - consultazioni mirate a esaminare il flusso di cassa e le sfide finanziarie dei clienti. Entro marzo 2025, circa 900 consulenti hanno completato la certificazione, con altri 285 in fase di completamento.
Il programma offre soluzioni personalizzate in ambiti quali pagamenti, crediti, fatturazione, gestione della liquidità, automazione dei processi e protezione contro le frodi. Questa iniziativa rappresenta il cambiamento strategico di KeyBank verso un approccio più consulenziale, superando la tradizionale banca basata sui prodotti per offrire una guida finanziaria completa. KeyBank, con attività per circa 189 miliardi di dollari al 31 marzo 2025, opera in 15 stati tramite circa 1.000 filiali e 1.200 sportelli automatici.
KeyBank (NYSE: KEY) ha lanzado su Programa Certified Cash Flow Advisor, revolucionando su enfoque de banca empresarial para pequeñas y medianas empresas. Iniciado en 2024, el programa equipa a los profesionales de KeyBank con un marco para realizar 'Key Conversations' - consultas estructuradas centradas en el flujo de caja y los desafíos financieros de los clientes. Para marzo de 2025, aproximadamente 900 asesores han completado la certificación, con 285 más en proceso.
El programa ofrece soluciones personalizadas en áreas como pagos, cuentas por cobrar, facturación, gestión de liquidez, automatización de procesos y protección contra fraudes. Esta iniciativa representa un cambio estratégico de KeyBank hacia un enfoque más consultivo, yendo más allá de la banca tradicional enfocada en productos para proporcionar una orientación financiera integral. KeyBank, con activos por aproximadamente 189 mil millones de dólares al 31 de marzo de 2025, opera en 15 estados a través de aproximadamente 1,000 sucursales y 1,200 cajeros automáticos.
KeyBank (NYSE: KEY)는 중소기업을 위한 비즈니스 뱅킹 방식을 혁신하는 Certified Cash Flow Advisor 프로그램을 출시했습니다. 2024년에 시작된 이 프로그램은 KeyBank 전문가들에게 고객의 현금 흐름과 재무 문제에 집중하는 'Key Conversations'라는 체계적인 상담 틀을 제공합니다. 2025년 3월까지 약 900명의 상담사가 자격증을 취득했으며, 285명은 진행 중입니다.
이 프로그램은 결제, 수금, 청구, 유동성 관리, 프로세스 자동화, 사기 방지 등 맞춤형 솔루션을 제공합니다. 이 이니셔티브는 전통적인 상품 중심의 뱅킹을 넘어 포괄적인 금융 상담을 제공하는 KeyBank의 전략적 전환을 나타냅니다. KeyBank는 2025년 3월 31일 기준 약 1,890억 달러의 자산을 보유하고 있으며, 15개 주에서 약 1,000개의 지점과 1,200개의 ATM을 운영하고 있습니다.
KeyBank (NYSE: KEY) a lancé son programme Certified Cash Flow Advisor, révolutionnant ainsi son approche bancaire pour les petites et moyennes entreprises. Lancé en 2024, ce programme fournit aux professionnels de KeyBank un cadre pour mener des 'Key Conversations' – des consultations structurées axées sur la trésorerie et les défis financiers des clients. En mars 2025, environ 900 conseillers ont obtenu la certification, et 285 autres sont en cours de formation.
Le programme propose des solutions personnalisées dans des domaines tels que les paiements, les créances, la facturation, la gestion de la liquidité, l'automatisation des processus et la protection contre la fraude. Cette initiative représente un virage stratégique de KeyBank vers une approche plus consultative, dépassant la banque traditionnelle centrée sur les produits pour offrir un accompagnement financier complet. KeyBank, avec des actifs d'environ 189 milliards de dollars au 31 mars 2025, opère dans 15 États via environ 1 000 agences et 1 200 distributeurs automatiques.
KeyBank (NYSE: KEY) hat sein Certified Cash Flow Advisor Programm gestartet und revolutioniert damit seinen Geschäftsbank-Ansatz für kleine und mittlere Unternehmen. Das 2024 gestartete Programm stattet KeyBank-Mitarbeiter mit einem Rahmenwerk für 'Key Conversations' aus – strukturierte Beratungsgespräche, die sich auf den Cashflow und finanzielle Herausforderungen der Kunden konzentrieren. Bis März 2025 haben rund 900 Berater die Zertifizierung abgeschlossen, weitere 285 befinden sich im Zertifizierungsprozess.
Das Programm bietet maßgeschneiderte Lösungen in Bereichen wie Zahlungen, Forderungen, Rechnungsstellung, Liquiditätsmanagement, Prozessautomatisierung und Betrugsschutz. Diese Initiative markiert den strategischen Wandel von KeyBank hin zu einem beratungsorientierten Ansatz, der über das traditionelle produktorientierte Banking hinausgeht und umfassende finanzielle Beratung bietet. KeyBank verfügt über Vermögenswerte von etwa 189 Milliarden US-Dollar zum 31. März 2025 und ist in 15 Bundesstaaten mit rund 1.000 Filialen und 1.200 Geldautomaten tätig.
- Significant advisor certification achievement with 900 advisors certified and 285 more in progress
- Comprehensive service offering covering key business areas like payments, receivables, and fraud protection
- Large operational scale with $189 billion in assets and presence across 15 states
- Strategic shift towards consultative approach differentiating from traditional product-focused banking
- None.
The program empowers business owners to navigate the complexities of their financial operations.
Launched in 2024, the Program arms KeyBank professionals with a framework for engaging business owners in meaningful discussions – called 'Key Conversations' – offering structured, yet flexible advice on how to tackle critical cash flow and financial challenges and better optimize operations.
Rooted in a deep understanding of each owner's specific business needs, advisors provide tailored solutions that aim to improve efficiency and profitability in key areas, such as payments and receivables, invoicing, liquidity management, process automation, and fraud protection. By end of March 2025, ~900 KeyBank advisors have completed the rigorous certification process, with ~285 more advisors moving toward completion, demonstrating the bank's substantial investment in elevating the advice KeyBank provides.
"This approach represents a fundamental shift in how we serve our business clients," said Mike Walters, President of Business Banking at KeyBank. "Owner-operators are experts in their trade and serve as 'chief everything officers' for their business. Their time and attention are pulled in every direction and they are often without dedicated business support that could help them truly thrive. When we use the Key Conversation, we're putting the client at the center, with a framework to understand how the money flows through their operation and where there may be opportunities to benefit from managing their collection and payable processes differently. Our Certified Cashflow Advisors work holistically across the business to reduce friction and free up time and capital so our clients can run stronger, more efficient businesses."
KeyBank's approach goes beyond traditional banking and offers strategic insights that help owner-operators make informed decisions to reach their financial goals. "This commitment to putting owner-operators first and delivering collaborative financial guidance marks a shift in how financial institutions serve small-to-midsize businesses, setting us apart from those who focus primarily on product-driven solutions," said Walters.
By emphasizing an advice-driven philosophy, KeyBank aims to strengthen relationships with business owners and help them achieve long-term success in an increasingly complex financial landscape. To learn more about how KeyBank can serve your business, visit www.key.com/smallbusiness.
ABOUT KEYCORP
In 2025, KeyCorp celebrates its bicentennial, marking 200 years of service to clients and communities from
Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,000 branches and approximately 1,200 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout
All credit products are subject to collateral and/or credit approval, terms, conditions, availability and subject to change.
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