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CLEVELAND, OH / ACCESS Newswire / May 5, 2025 / KeyBank:
The program empowers business owners to navigate the complexities of their financial operations.
KeyBank (NYSE:KEY) has introduced the Certified Cash Flow Advisor Program, marking a significant advancement in its commitment to deliver differentiated solutions and advice for small-to-midsize businesses. The certification program is reshaping business banking by focusing on a consultative approach that empowers owner-operators in addressing their complex financial needs.
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.
