The Challenge
For River Valley Community Bank (RVCB), building strong relationships with customers has always been the priority. As they continued to grow, the bank recognized the need for more efficient ways to capture leads online and nurture them into meaningful conversations. Manual processes for follow-up worked, but they required significant staff time and limited scalability. With guidance from Geear and the powerful tools in HubSpot, RVCB was able to enhance their website experience, introduce automation, and create a smoother path for prospects to connect with the bank.
The Outcomes
Within just a few months, RVCB launched new lead capture forms, automated follow-up workflows, and personalized outreach through HubSpot. The results were immediate: prospects began engaging directly online, staff saved time with automation, and the bank gained visibility into form submissions and engagement through custom dashboards. In August alone, the ‘Talk to an Expert’ form generated 36 qualified inquiries — a measurable step forward in digital lead generation.
Solutions Implemented
Form Set Up
RVCB’s “Talk to an Expert” form, prominently displayed on their website, invites prospects to submit a short inquiry, immediately notifying branch representatives.
Follow Up Email Workflows
Submissions trigger automated email workflows that provide helpful resources and continue the nurturing process.
Personalized Human Support
An RVCB staff member then follows up directly to answer questions, address concerns, and assist with timely account openings.
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Geear is an absolute must when onboarding with HubSpot. We had several urgent tasks to get our marketing efforts up to speed, and Geear not only delivered, they exceeded our expectations. Thanks to their expertise, our marketing action plans are moving forward seamlessly, and with their ongoing support, we’re able to add new initiatives quickly and confidently.
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—Liesl
COO, River Valley Community Bank
Why Geear?
Geear exists to improve the personal success of our clients, grow their businesses, and turn them into raving fans. Through data-driven digital marketing services that drive and convert online visitors into leads and sales, we help community-focused institutions like RVCB scale their impact.
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