This Small Business Month, KeyBank Highlights Advice‑Driven Business Banking Through Certified Cash Flow Advisor Program
KeyBank (NYSE: KEY) is showcasing its Certified Cash Flow Advisor Program during Small Business Month, emphasizing advice-driven banking for small and midsize businesses.
Rhea-AI Summary
KeyBank (NYSE: KEY) is showcasing its Certified Cash Flow Advisor Program during Small Business Month, emphasizing advice-driven banking for small and midsize businesses. Advisors use structured Key Conversations to review cash inflows/outflows and operational pain points, aiming to improve efficiency and profitability.
Since launch, advisors have conducted more than 147,800 conversations nationwide. Clients can pair this guidance with digital banking, merchant services, lending, and payroll tools. KeyBank also reports receiving five 2026 Best Bank Awards from Coalition Greenwich for support provided to small business clients. KeyCorp reports assets of approximately $189 billion as of March 31, 2026.
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Details
News Market Reaction – KEY
On May 12, the day this news came out, KEY closed 0.14% below the previous close.
Data tracked by StockTitan Argus for the May 12 session.
Key Figures
- Advisor conversations
- 147,800 conversations
- Since inception of Certified Cash Flow Advisor engagement
- Total assets
- $189 billion
- KeyCorp assets at March 31, 2026
- Operating history
- 200+ years
- KeyCorp roots tracing back in Albany, New York
- Branch network
- 950 branches
- KeyBank National Association footprint across 15 states
- ATM network
- 1,100 ATMs
- KeyBank National Association network
- Service states
- 15 states
- KeyBank retail and business banking footprint
Historical Context
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Expanded Middle Market banking team in Southeast Michigan to support growth.
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Key Private Bank won Regional Private Bank award with sizeable AUM and AUA.
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Agreement to acquire Clearwater UK to expand middle‑market M&A advisory.
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Reported Q1 2026 earnings growth with higher revenue and stable credit.
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Released 2026 Financial Mobility Pulse Poll on homeownership perceptions.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
derivatives financial
syndications financial
fdic regulatory
AI-generated analysis. How Rhea-AI works. Not financial advice.
The program empowers business owners to navigate the complexities of their financial operations
In 2024, KeyBank made a significant investment in expanding this expertise across the organization by providing its advisors with a common framework for engaging business owners through Key Conversations—purposeful discussions focused on how cash moves in and out of a business and how financial processes can work harder for the owner's goals.
Rather than offering one‑size‑fits‑all solutions, Certified Cash Flow Advisors take time to understand the realities of each business. From invoicing and receivables to liquidity, automation, and fraud protection, advisors deliver tailored guidance that addresses operational pain points and helps owner‑operators improve efficiency and profitability. Since inception, KeyBank's advisors have had more than 147,800 conversations with small and midsized businesses across the country. 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.
"Business owners are experts at what they do—but they're often stretched thin trying to do everything," said Mike Walters, President of Business Banking at KeyBank. "Our role is to help our small business owner/operators maximize their business financially so they can grow and thrive. The Key Conversation gives us a way to step back with the client, look holistically at their cash flow, and uncover opportunities that might otherwise be missed. This people‑first approach enables KeyBank to deliver more than transactions -- it provides insight, clarity, and collaboration. By leading with advice instead of products, we're redefining what business banking can be for small businesses."
These conversations are backed by a full suite of business banking capabilities designed to put advice into action. KeyBank's small business clients have access to intuitive digital banking platforms that provide visibility into cash flow, merchant services that accelerate payments and reduce friction at the point of sale, flexible lending solutions tailored to growth and working capital needs, and integrated payroll services that streamline operations. When paired with the insight and expertise of a Certified Cash Flow Advisor, these tools become more than products—they become part of a strategic plan to help business owners work smarter, scale sustainably, and protect what they've built.
In addition, KeyBank recently received five 2026 Best Bank Awards from Coalition Greenwich for the support it provides to small business clients. This reinforces that relationships built on earned trust, combined with best-in-class service and advice-driven solutions help our clients grow in the communities they serve.
Strong advisory relationships are essential to helping business owners adapt, grow, and succeed over the long term, and KeyBank is committed to delivering that partnership every day. Learn more about KeyBank's business banking expertise at www.key.com/smallbusiness.
ABOUT KEYCORP
KeyCorp's roots trace back more than 200 years to
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 950 branches and approximately 1,100 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.
CFMA #260501-4415928
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SOURCE KeyBank
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