Banking Relationship Management
Maximize the efficiency of your banking teams and personalize every customer interaction.
A “Client Experience” Cornerstone
In mid-2019, Peapack-Gladstone Bank (PGB) embarked on a “Client Experience” journey to delight clients by delivering superior engagement and guidance at every interaction. This broad transformation includes a new website, a new mobile option and branch experience improvements.
Another key element was replacing a costly, inflexible six-year-old CRM implementation with a solution more suited to helping bankers and wealth advisors collaborate to manage and grow complex financial relationships spanning multiple business lines.
PGB and Bottomline partnered to deploy Insights and Relationship Management to 250 banking users in only 15 weeks from project kick-off to go-live, including the successful migration of over 200,000 contacts, companies, opportunities, call reports, and other key details from PGB’s prior CRM system. Read more >>
We needed a simpler, more intelligent approach to growing relationships and driving bank-wide performance from day one, while not losing the historical context captured in our prior CRM. Kevin Runyon | Chief Information Officer | Peapack-Gladstone Bank
Getting closer to your customers means finding intelligent ways to simplify and leverage your data infrastructure. The banking industry is evolving faster than ever before and customer expectations are keeping pace. Find out how you can make the most of your valuable customer data and win the battle for primary ownership of the customer relationship.
Digital Banking IQ Insights for Commercial Banking fundamentally transforms how you leverage your commercial client data and drives relationship growth with actionable insights, recommendations, and data visualization at every stage of the client life-cycle.
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