CoreTrac To Deliver Automated Referral Tracking & Reporting to One of Connecticut’s Largest Community FIs

27 September, 2004 (02:45) | Press Releases | By: admin

CoreTrac’s ResourceOne to deliver automated referral tracking and reporting to one of Connecticut’s largest community banks

AUSTIN, TX—Sept 27, 2004—CoreTrac, Inc. (, a provider of simple and affordable customer relationship management (CRM) solutions built exclusively for community financial institutions, announced today that Fairfield County Bank Corp., headquartered in Ridgefield, Connecticut, has chosen CoreTrac’s ResourceOne (R1) software application for sales referral tracking and reporting.

CoreTrac’s R1 will enable Ridgefield Bank and Fairfield County Bank (each a division of Fairfield County Bank Corp.) to efficiently manage the sales process by instantly tracking referrals, reporting results and providing employees with complete referral information across all business units, including the retail, commercial, investment and insurance divisions.

“We chose CoreTrac after spending more than two years evaluating systems for managing our sales process. This was not a decision we entered into lightly because it will have such a broad effect on the way we do business and serve our customers,” said Fairfield County Bank Corp.’s William DeMichiel, VP of Sales Management, who led the bank’s review and selection process. “Our primary concern was finding a solution that would provide a cost-effective and user-friendly way to track and report referral activity throughout all our divisions.”

CoreTrac provides a simple and affordable customer relationship management solution to a rapidly growing national customer base of community FIs, including North Bay Bancorp ($465M assets, Fairfield, California), The Mechanics Bank ($2B assets, Richmond, California), Orange County Teachers Federal Credit Union ($4.7 billion assets, Santa Ana, California) three independent banks owned by Texas First Financial Group ($470M assets, Galveston, Texas) and others.

R1 is a browser-based application running on the financial institution’s internal network. It delivers the power to:

Track sales leads and referrals;

Manage loan and deposit pipelines;

Track employee incentive programs;

Develop and track targeted marketing programs;

Create institutional, branch and individual reports;

and Integrate multiple sources of data for a complete picture of customer and prospect relationships.

“We are pleased that another leading community bank has recognized that, with CoreTrac, a robust CRM solution can be both effective and affordable for the community FI market,” said CoreTrac President and CEO S. Chris Ney.

About Fairfield County Bank Corp.
Fairfield County Bank Corp., a Connecticut mutual bank with over $1 billion in assets and 15 branches, headquartered in Ridgefield, Connecticut, operates Ridgefield Bank, Fairfield County Bank, and Carnall Insurance, Inc. as divisions of the corporation, and has partnered with Fairfield County Financial Services as the bank’s investment services provider.

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.

For More Information Contact:

Catherine A. DeStasio
Marketing & Corporate Communications
512-236-9120, ext. 200

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