CoreTrac Advances in Second Quarter with Additional Financial Institutions

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

AUSTIN, TEXAS—May 15, 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 Stearns Financial Services, Inc. to their growing customer base. Stearns Bank is an independently owned nationwide community banking company based in Stearns County, Minnesota with locations in St. Cloud, Edina, Albany, Holdingford, and Upsala, MN, along with Scottsdale, AZ. The holding company also has a nationwide equipment finance division based in Albany, MN and an Accounts Receivable Finance Division located in Utah. Stearns Financial Services includes:

Stearns Bank, N.A.—St. Cloud, MN ($1.3B Assets)
Stearns Bank Upsala, N.A.—Upsala, MN ($59M Assets)
Stearns Bank Holdingford, N.A.—Holdingford, MN ($68M Assets)

“Our employee owners work with a sense of urgency. It’s our people whom make the difference. As employee owners, we all take special pride in focusing on achieving high performance. CoreTrac’s ResourceOne will help us get that job done,” states Darren Lowe of Stearns Bank, N.A.

Stearns bank, known to the communities they serve as “the nation’s local bank” is dedicated to providing financial services to all companies across the nation. As an employee owned national bank, they are committed to meeting their clients personal banking needs by exceeding the clients expectations everyday.

“In today’s challenging economic conditions, the banking sector is increasingly competitive. Long-term customer retention and development of new revenue sources are critical. Community financial institutions need to maintain a personal touch while understanding and meeting their individual client’s financial needs,” says Alan Buhler, Vice President of Sales and Marketing at CoreTrac, Inc. “ResourceOne is tailor-made to help community financial institutions like Stearns Bank ‘get the job done’ by elevating customer service capabilities and employee performance; resulting in enhance growth within the communities they serve.”

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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