CoreTrac Newsletter – Volume I, Issue I

1 July, 2008 (07:31) | Newsletter | By: admin

Volume I, Issue I | July 2008 – August 2008

CRM/Sales Force Automation Ranks High Among Technology PurchasesBy: Alan Buhler

Every year,financial institutions across the country budget millions of dollars to implement technology solutions designed to help them be more successful. However, with declining economic conditions, falling credit markets,competition and, not to mention, an ambiguous political year, you might think community financial institutions would be cutting back on technology purchases. In fact, the opposite appears to be the case. This is evident from the recent 15th Bank Executive Survey posted by Grant Thornton. It states that 66% of banking executives expect an increase in technology expenditures. Obviously, having the technology in place to overcome the challenges that community financial institutions face is imperative. With that being said, one of the most important technology purchases being considered by many community financial institutions is a Client Relationship Management/Sales Force Automation software solution…read more

Is your Financial Institution Ready for CRM? By: Alan Buhler

Much is being written about sales culture development in the banking industry and the need for CRM to achieve that goal. In order for any community financial institution to enhance their market leadership, they need a better understanding and analysis of banking transactions, client behaviors and preferences, as well as a full 360-degree view of their relationships with their valued clients. The right CRM/Sales Force Automation (SFA) solution will enable the FI to optimize its products and services to better meet their clients’ needs while increasing client and shareholder value.

Evaluating and selecting a CRM solution among so many client relationship management vendors is a challenge. There are many ways to make a bad decision and only a few ways to make a good one…read more

Clients in 2008

Citizens National Bank of Meridian
Thurston First Bank
Liberty Savings Bank
Tompkins Trust Company
The Bank of Castile
The Mahopac National Bank
Stearns Bank
Stearns Bank Upsala
Stearns Bank Holdingford
First American Bank & Trust Company
Great Falls Teachers FCU
Community Trust Bank of Texas
BancoBuena Ventura
American National Bank
Community Bank & Trust

Upcoming Events


NAFCU 41st Annual Conference & Exhibition
ABA National DeNovo Banking Forum
CUNO Technology Council Summit
WIB Business Development & Sales Growth Forum
FURST Annual Conference

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