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KeyBank Launched New Check-in Tool to Support Small Business Growth and Financial Health

KeyBank launches the KeyBank Small Business Check-in, a new tool that helps small business clients assess where they currently stand financially, evaluate their goals, and discover how their banking partner can help open new opportunities toward their path forward. KeyBank is committed to helping small businesses in its local communities thrive, as demonstrated by the Paycheck Protection Program (PPP), where more than 70,000 SBA-approved loans were secured.

By asking small business customers a series of questions about the status of their organization and where they are on their financial path, the brief, three to five-minute interactive Check-in helps set the stage for swiftly identifying business objectives, goals, and requirements. After completing the form, small business owners may book an in-person meeting or phone call with one of Key's local bankers in their region to have a tailored, advice-driven conversation informed by industry statistics and the client's replies.

"The Small Business Check-in represents an investment in demystifying the small business banking experience by creating a frictionless experience that would allow for small business owners in our footprint to have access to the resources they need to operate at the highest possible level."

Kristyn Squires, Senior Vice President of National Small Business Sales Leader

The Small Business Check-in is a significant step forward in digitizing the business banking experience. The latest KeyBank 2022 Financial Mobility Survey revealed a possible association between financial savvy, confidence, and digital banking tools, with 78 percent of Americans preferring to bank digitally via a mobile banking app or bank website.

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