A leading mortgage lender for nearly 50 years, Equitable Bank’s mortgages, home equity lines of credit, and deposit services have helped brokers provide millions of Canadians with options for owning homes and businesses. Equitable Bank is currently Canada’s ninth largest independent Schedule I bank with approximately $32 billion in assets and growing.
Siloed operations within its IT Portfolio, as each department operated independently, leading to a lack of transparency, collaboration, governance and effective problem-solving.
With OnePlan, Equitable Bank improved the project intake process by integrating SharePoint using OneConnect. This provided an inexpensive intake environment using SharePoint and automated connectivity to OnePlan for prioritization. OnePlan also met the customer’s requirement for RAID integration by implementing OneConnect to JIRA. OnePlan helped Equitable Bank eliminate the proliferation of emailed spreadsheets containing resourcing and financial information, centralizing this in OnePlan.
