Community Financial Institutions Choose CoreTrac’s ResourceOne for Browser-Based CRM Solution

1 May, 2003 (02:54) | Press Releases | By: admin

Austin, Texas–May, 2003–CoreTrac, Inc., a provider of browser-based customer relationship management (CRM) solutions for community financial institutions, announces three new customers. Pacific Western Bank, a subsidiary of Community Bancshares, in Santa Fe Springs, CA, Montecito Bank and Trust in Santa Barbara, CA, and First Northern Bank of Dixon in Dixon, CA, have all signed deals to implement CoreTrac’s flagship product, ResourceOne.

ResourceOne is a browser-based system that allows financial institutions to track leads and referrals, recommend products based on customer demographics, set employee goals and accurately measure performance, pull institutional, branch and individual reports, and integrate host data for a complete picture of the customer relationship.

“Growth is important to us. We wanted a solution that would allow us to set goals and track our progress. We also wanted a total view of our customer so we could make informed decisions about the right products for them. ResourceOne is that solution,” said Jim Salin of Pacific Western Bank. “As the banking sector becomes more and more competitive, it becomes increasingly important for each financial institution to focus on the specific needs of their customers and for long-term retention purposes, the financial institution must increase the accounts per household. ResourceOne is tailor-built to facilitate this critical process. Our goal at CoreTrac is to meet this fundamental need for financial institutions,” says Chris Ney, founder and CEO of CoreTrac, Inc. All three of these new clients will implement ResourceOne in an integrated mode that provides regular updates from the host to provide a comprehensive view of their customers.

About CoreTrac

CoreTrac, Inc. is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing a simple and affordable Customer Relationship Management (CRM) solution to community financial institutions.

Visit Us On FacebookVisit Us On TwitterVisit Us On LinkedinVisit Us On Google PlusCheck Our Feed