Commercial Banking

Learn how the world’s leading banks rely on BoardEx to automate contact management and relationship intelligence so that they can increase employee productivity and accelerate growth.


Drive revenue

Fill your sales pipeline with new leads or contacts


Proprietary relationship mapping algorithms

Find your warm connection with solutions designed with, tested, and trusted by professionals.

Maintain accurate data

Match existing contacts with verified data from BoardEx

Unlock business growth

Commercial Banking teams need to remain current on developments in their industry, as well as keep track of emerging trends. That’s why they leverage BoardEx’s platform to more effectively identify key decision-makers at target accounts and grow their companies.
Develop relationships with a wide array of professionals at every stage of the transaction lifecycle. Without the right relationship mapping platform in place, commercial banks are at risk of losing those relationships or letting them grow stale.
financial data
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Drive higher quality data

Retain your competitive advantage by leveraging your company’s proprietary data alongside our industry-leading relationship mapping data, all in the same platform.

Increase employee productivity

Eliminates administrative CRM processes to help save employees time, boost productivity and drive greater adoption of CRM.

We provide more than a CRM solution. No matter your organizational structure, strategy, mandate, or balance sheet size, BoardEx’s cloud-based software creates a single source of truth for your firm’s people intelligence.

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across 1.9M+ organizations

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and the companies they lead

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with tracked investments

Within our organization, BoardEx is pretty exclusively used by my team, which is responsible for general BD and relationship management."
Senior Vice President
Large Global Bank

Related Resources


We’ve compiled a list of questions that customers ask us the most about BoardEx. If you’re unable to find the answer you are looking for, please contact us at and we will be happy to help.

Videos & Webinars

Explore our content library and discover how BoardEx can help you keep a human connection even when you can’t network in person.

Ready to amplify your network?

Discover how BoardEx can equip your team with the relationship insights needed to identify the right business banking customers and get a grip on risk.
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