Another California Community Bank Chooses Coretrac

16 August, 2005 (02:32) | Press Releases | By: admin

ResourceOne Solution to Help Facilitate California Bank Track & Engage New Business

AUSTIN, Texas—August 16, 2005—CoreTrac, Inc., provider of ResourceOne (R1), the simple and affordable CRM/sales force automation solution for community financial institutions, today announced that Fremont Bank, of Fremont, California, will use R1 as part of its strategy to track all business activity while providing consistent and detailed reporting.

For over 40 years, Fremont Bank has served the greater San Francisco area and, today, exceeds $1.6 billion in assets. While Fremont Bank provides traditional deposit services such as savings and checking, they also provide a variety of home and business loans. As a result, the team at Fremont was insistent about finding a system that would be able to manage all activities for their loan and deposit pipelines. “Our institution provides a wide array of products and services, that in order to be successful, must be closely tracked to ensure that opportunities are not overlooked. We viewed a variety of systems from across the board and believe that the universal functionality of ResourceOne will meet the demands of our business objectives,” said Tom Smith, AVP Sales.

Fremont Bank uses Fiserv ITI as their core processing system. With a large share of CoreTrac customers using Fiserv ITI, CoreTrac has extensive experience in integrating data into ResourceOne from this system, as well as many others. Dan Martin, CoreTrac President, said, “We’re very pleased to be joining forces with Fremont Bank and their management team. In addition to being a leading institution in their geographic zone, they are very focused on their plan for implementing ResourceOne and we anticipate they will soon be a flagship account in the way ResourceOne should be used to gain optimum performance results, institution wide, on a day to day basis.”

About Fremont Bank
Fremont Bank is one of the oldest independently owned community banks in the San Francisco area. Founded in 1964, Fremont has established a reputation of being one of the most progressive community banks in California. Today, Fremont Bank continues to excel by building strong bank relationships with customers and providing superior customer service. Find more information at www.fremontbank.com.

About CoreTrac, Inc.
CoreTrac, Inc. is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing its simple & affordable CRM/SFA solution, ResourceOne (R1), to community financial institutions. R1 delivers the power to manage opportunities through:
• Lead and referral tracking;
• Loan and deposit pipeline management;
• Sales force automation;
• Contact management;
• Customer relationship management (CRM);
• Incentive tracking;
• Reporting; and more.

For More Information Contact:

Stuart Featherston
Marketing & Corporate Communications
512-236-9120, ext. 267
sfeatherston@coretrac.com

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