A CRM Solution Unlike Any Other
Our CRM Solution, ResourceOne, goes beyond other CRM platforms to provide the insight necessary to communicate the right message at the right time to your clients and prospects.
Designed specifically for Financial Institutions, CoreTrac’s CRM solution integrates with your core to give a centralized, 360° view of clients.
With the insight ResourceOne supplies, Financial Institutions experience increased sales, enhanced employee productivity, and greater client satisfaction.
ResourceOne for Your Bank or Credit Union
Imagine being able to have complete insight into a client – their habits, preferences, and current status – as well as predictions of future behavior. ResourceOne does all of this and more. It transforms the way Financial Institutions communicate with clients by giving them the exact information needed to better serve clients and win more business.
Expand Your CRM: Additional Products
For Capturing website leads
Automatically manage visitor’s requests so that your website provides client service & generates revenue 24/7/365.
For tracking products
Understand how to maximize the profit from each of your clients and products.
R1 ON THE GO!
For CRM in the field
Input events, sales opportunities, and contacts when you are out of the office and then sync back to R1 with our mobile app.
For any & all SQL Databases
Create custom reports that are flexible with any data using our easy & fast Custom Report Writer.
For client self-service
Improve client service by automatically answering 95% of the questions submitted in your website’s search bar. Powered by SilverCloud.
For Loan Officers
Increase loan wins by creating a greater service experience for borrowers and automatically updating the status of loans.
For optimized ads creation
Generate real-time ads that capitalize on client’s behavior with suggested cross-sales and up-sales. Powered by DigitalMailer, Inc.
For targeted e-mail marketing
Take your e-mails to the next level with Relationship Builder’s list management and e-mail targeting tools. Powered by Digital Mailer, Inc.
For winning new clients
With access to 9 unique databases, Lead Generator finds you leads that match your most beneficial clients.
Since its founding in 2001, CoreTrac has worked closely with our clients to craft ResourceOne into a CRM solution that satisfies every demand of Banks and Credit Unions.
Over 150 Banks & Credit Unions have benefited from ResourceOne nationwide. These include clients as large as $16 billion in assets, 30 clients with assets greater than $1 billion, and dozens more with assets below $1 billion.