Banking CRM
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
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