Case Studies

KeyBank Case Study


KeyBank is a regional financial institution headquartered in Cleveland, Ohio. It is one of the largest bank-based financial services companies in the United States, with assets of approximately $146.7 billion in 15 states. As of the September 2019, KeyBank had 16,898 full-time equivalent (FTE) employees.

The KeyBank customer base spans retail, small business, corporate, and investment clients, as well as private consumer products. One of the company's differentiators is its focus on financial wellness among its clients, offering tools and services to help customers manage their money and investments.