Case Study: The Equitable Bank achieves greater sales pipeline visibility and improved team accountability with Aptean CRM (OnContact)

A Service-Driven CRM for a Service-Driven Banker OnContact and The Equitable Bank

The Equitable Bank, a community-focused full-service bank serving Milwaukee and surrounding areas, needed a full-featured, easy-to-use CRM to proactively engage its local community, increase pipeline visibility, and improve sales-team accountability. To meet those needs, The Equitable Bank partnered with Aptean CRM to implement OnContact CRM, choosing the solution for its strong fit with the bank’s business model and the vendor’s personal attention during selection.

Aptean CRM configured and supported OnContact CRM to match The Equitable Bank’s processes, provide clear sales-pipeline visibility, and make onboarding quick and intuitive. As a result, the bank reports improved tracking and follow-up with customers and prospects, faster new-user adoption (new users learn the system in as little as one day), and stronger sales accountability—outcomes the bank attributes directly to Aptean CRM’s solution and support.

The Equitable Bank

David Walsh

Senior VP of Technology