Multi-Channel eRelationship Solutions for Financial Institutions

For more than a decade CoreTrac has been crafting the finest technology solution for enterprise wide, banking CRM+ infrastructure. This solution is found in CoreTrac’s flagship product: ResourceOne.  CoreTrac’s expanding product offering extends to a full-range of multi-channel eRelationship solutions that enhance a financial institution’s client relationships in a truly intelligent way.

CoreTrac’s complete solution works to effectively build client relations in two ways. Firstly, by providing a complete set of tools that engage your customers across every channel—website, email, social media, mobile, and more. Secondly,  CoreTrac’s intelligent solutions leverage the data to effectively build strong, lasting relationships with every prospect and customer.

 CoreTrac’s Flagship Product

ResourceOne

CoreTrac’s flagship product is a robust, core-integrated, easy-to-use CRM/Sales Force Automation solution.

Additional CoreTrac Products

CoreTrac-Breeze

CoreTrac-Breeze reduces your support needs while giving your customers vastly better service.

Lead Xcelerator

CoreTrac’s Lead Xcelerator can make your website an actual sales tool that will generate actionable leads.

Custom Report Writer

Makes report construction intuitive and fast for people who aren’t necessarily technically inclined.

Relationship Builder

CoreTrac Relationship Builder is an email marketing engine that can supercharge your online marketing.

Ad Engine

CoreTrac Ad Engine drives targeted offers in existing and emerging channels to communicate with, and cross-sell to customers.

Profitability

Provides the flexibility you need with the intelligence necessary to evaluate each client’s distinct profit contribution.