CoreTrac, Inc. is a privately held company headquartered in Austin, Texas. For more than a decade the company has been crafting the finest technology solution for enterprise wide, banking CRM+ infrastructure. In 2013, the company began expanding its product offering, extending it to a full-range of multi-channel eRelationship solutions that enhance a financial institution’s client relationships in a truly intelligent way byproviding a complete set of tools that effectively engage their customers across every channel—website, email, social media, mobile, and more—and leverage the data to effectively build strong, lasting relationships with every prospect and customer.
In addition to the company’s flagship product, ResourceOne, an easy-to-use and affordable Client Relationship Management (CRM) & Sales Force Automation (SFA) software architected specifically designed for financial institutions, the company provides a highly effective Custom Report Writer, Outlook Exchange integration, and the post production automated onboarding event scheduling to add real punch to the client relationship management, tracking, and reporting capabilities. In 2013, there will be a whirlwind of fantastic new products such as CoreTrac-Breeze, CoreTrac Relationship Builder, CoreTrac Ad Engine and ResourceOne Lead Xcelerator that will significantly enhance the financial institution’s capability to engage their customers directly, and track the engagements every step of the way in ResourceOne.
CoreTrac is a financially strong and rapidly growing company. Our full-range of multi-channel eRelationship solutions are specifically architected for community financial institutions, and we provide the solutions at a strong price-to-value relationship. These solutions help community financial institutions easily adapt to client expectations, meet sales information and management needs, provide exceptional service, and contribute directly to the their long-term growth and success. Approximately seventy percent of our clients are community banks and thirty percent are credit unions. We value the opportunity to be your eRelationship management solution partner as we have with more than 100 financial institutions with assets between $50 million and $15 billion (more than 30 of which are over $1B in assets) and other credible organizations.