Case Study: Peapack-Gladstone Bank achieves rapid CRM migration and unified client experience with Bottomline Insights & Relationship Management

Transforms the Client Experience with Bottomline Insights and Relationship Management

Peapack-Gladstone Bank, a New Jersey boutique bank with $6.3B in assets and $7.2B in wealth AUM, launched a “Client Experience” initiative to deliver more personalized, consultative engagement across retail, commercial, and wealth lines. A key challenge was replacing a costly, inflexible legacy CRM while preserving historical relationship context and improving referrals, collaboration, and performance reporting across multiple business units.

Partnering with Bottomline, PGB deployed Insights and Relationship Management to 250 users in just 15 weeks, migrating over 200,000 records and requiring minimal custom fields. The solution’s banking-specific features and AI-driven householding delivered better relationship visibility, consolidated reporting (reducing hundreds of reports to six core views), faster pipeline reviews, higher adoption, and clear growth and risk insights—now being extended to the bank’s wealth management division.

Peapack-Gladstone Bank

Kevin Runyon

Chief Information Officer