Case Study: The Equitable Bank achieves faster, more secure PDF workflows with Foxit Software’s PhantomPDF Business

The Equitable Bank cashes in on PhantomPDF Business

The Equitable Bank, a 90-year-old residential real estate lender in Milwaukee with six branches and 115 employees, needed a secure, affordable way to edit and share security reports, training materials and marketing collateral while meeting auditor requirements. Staff were hampered by Acrobat Reader’s limited annotation tools, manual tracking spreadsheets and frequent dependence on a graphic designer, which slowed workflows and risked compliance gaps.

After trialing Foxit PhantomPDF Business, the bank adopted five licenses for its intuitive editing, built-in help and advanced features, allowing employees to open reports, add remarks, file documents and make regulatory or website changes themselves. The change streamlined audit workflows, cut turnaround time and external support needs, and delivered strong value for the bank’s software budget.

The Equitable Bank

Mike Block

Vice President, Information Security Officer and Information Technology Officer