Community Financial Institutions See Added Value In ResourceOne By Capturing More Business With Greater Pipeline Visibility

21 April, 2008 (01:19) | Press Releases | By: admin

Austin, Texas—April 21, 2008—CoreTrac, Inc., provider of ResourceOne (R1), the simple and affordable Client Relationship Management (CRM)/Sales Force Automation (SFA) software solution for community financial institutions, announced today the addition of Tompkins Financial Corporation to their rapidly growing customer base. Tompkins Financial Corporation is the corporate parent to three community banks which together operate 38 full service banking offices in local market areas throughout New York State.

Tompkins Trust Company—Ithaca, NY ($1.2B Assets)
The Bank of Castile—Castile, NY ($665M Assets)
The Mahopac National Bank—Mahopac, NY ($496M Assets)

According to Tompkins Financial Corporation’s Web site, Tompkins assets total over $2.3 billion. “In addition to traditional banking services, the Company provides a range of investment management services through Tompkins Investment Services, a division of Tompkins Trust Company, and through AM&M Financial Services, Inc., a subsidiary engaged in financial planning and wealth management services, and headquartered in Pittsford, New York. Tompkins also offers personal and business insurance products through its Tompkins Insurance Agencies, Inc. subsidiary.”

Tompkins Financial Corporation intends to integrate CoreTrac’s ResourceOne not only with their Metavante Bankway core system, but also with their Trust, Brokerage and Insurance platforms.

“Throughout the country, successful community financial institutions like Tompkins Financial Corporation are adopting progressive sales and service cultures and improving employee performance with CoreTrac’s ResourceOne solution. Winning the confidence of Tompkins Financial Corporation is strong testimony to CoreTrac’s ability to deliver the right mix of CRM/Sales Force Automation product and price to community financial institutions,” says CoreTrac Vice President of Sales and Marketing, Alan Buhler.

About CoreTrac
CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its simple and affordable CRM/SFA solution, R1, to community financial institutions. R1 delivers the power to manage opportunities through:

• Lead and Referral Contact/Account Management
• Integration to the financial institution’s core and other data sources
• Loan and deposit pipeline management
• Profile clients for next-best cross-sell product recommendation
• Manage client service cases
• Detailed Management Reports
• Set and track goals to achieve strategic sales culture outcomes
• Incentive and Compensation tracking
• Develop, manage, and track marketing campaigns
• Synchronize with Outlook, Lotus Notes, GroupWise, and PDA’s

For more information about CoreTrac, Inc. and ResourceOne, please visit 207.58.155.90/~coretrac or contact Alan Buhler at 512-236-9120 ext. 272 or abuhler@CoreTrac.com.

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