Case Study: PyraMax Bank achieves streamlined reporting and increased productivity with Aptean CRM

CRM Software for the Banking Industry

PyraMax Bank, a Wisconsin community bank with over $486 million in assets and eight locations, needed a simple, cost‑effective CRM to centralize customer and prospect data, improve management visibility, and replace disparate Excel tracking. They selected Aptean CRM (OnContact CRM) delivered in the cloud for its ease of use, quick implementation, and ability to provide a single hub for sales pipeline, reporting and automated workflows.

Aptean CRM implemented a cloud OnContact CRM solution with customized fields and data migration support, enabling mobile access, automated reporting, and shared visibility across teams. The deployment was fast and smooth, cutting manual reporting (no more two‑hour Friday report runs), reducing duplicate outreach, improving insight into lost opportunities, and boosting productivity and transparency for management and the board. Aptean CRM’s training and user resources helped sustain adoption and ongoing improvements.

PyraMax Bank

Andrew Freter

AVP Commerical Relationship Manager