Commerce National Bank Selects CoreTrac, Inc.

27 October, 2005 (02:29) | Press Releases | By: admin

ResourceOne Gaining Popularity with Institutions Specializing in Commercial Accounts

AUSTIN, Texas—October 27, 2005—CoreTrac, Inc., provider of ResourceOne, the simple and affordable CRM/sales force automation solution for community financial institutions, today announced that Commerce National Bank of Fullerton, California, will utilize ResourceOne to help exceed growth and profitability goals by tracking and managing current and prospective customers.
Commerce National Bank is a $92 million dollar institution using Fiserv ITI as their core processor. Established in 2003, this institution focuses on serving the small business and accounting community. ResourceOne has the ability to manage employee incentives and more accurately manage performance, which will be beneficial for the bank’s lending team. To meet the growing financial needs of the commercial community, Commerce National Bank required a system that would track all leads & referrals, manage contacts, and integrate with their vital internal systems.
“We believe that ResourceOne will serve as an invaluable tool in our efforts to expand. This system will provide us with many benefits such as, predict new products, increase our customer base, and market to specific audiences,” said Dan Palmquist, SVP Business Development, Commerce National Bank. “We looked at several systems, but discovered that ResourceOne provides the functionality we need to excel in our sector.”

Dan Martin, President & COO, CoreTrac, said, “Although community banks’ primary audience is within the retail segment, those that provide products and services specifically to the commercial community will experience the same benefits when using our system. With ResourceOne’s tools for marketing and managing contacts, commercial institutions can tailor their efforts specifically to those interested in commercial products, while helping to define parameters to bank employees seeking out new business opportunities.”

About Commerce National Bank
Commerce National Bank is a full service community business bank specializing in providing financial services to small and medium sized businesses in the Orange County area. Commerce National Bank offers a full range of business deposit services and a business Internet banking program, and a personal Internet banking program for those firms and individuals who enjoy using electronic banking. This institution also provides a full line of commercial business loans. For more information please visit, www.commercenatbank.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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