Learn more about...CoreTrac's Successful Credit Union Clients

Credit Unions

Does your credit union have an initiative to build an efficient, accountable, performance-based culture that increases revenues, increases efficiency of all your employees, protects your market share from competitors, and motivates and rewards your employees for their efforts?

CoreTrac’s ResourceOne is easy-to-use and affordably priced for the community credit union. In fact, it is specifically architected for community financial institutions. Our sales force automation/contact management software will help your employees:

Build long term relationships with your members by improving service and contribute to the member’s financial well-being

Choose from a list of recommended next-best cross-sell opportunities based on rules you set up

See every contact (phone call, note, meeting, etc) that other staff have had with a member

Create list of members/prospects based on criteria to send mailings or generate leads for follow up

Track why an opportunity is lost so management can coach staff to handle the most common objections to certain products

Imagine the following story…

The CEO of a credit union is attending a community dinner. While at the dinner, one of the credit union’s best members comes up to him and says, “Hey, three different people from the credit union have called me about the same product in the past two months, and I keep saying ‘NO,’ but they keep calling! Can you do something to STOP this???”

As it turns out, there had been a management-approved outbound calling campaign at this credit union. Despite everyone’s best intentions, there simply was no single place all of the employees could go to see who had already been called, much less see ALL of the information about a member, or prospect (e.g. outbound calls, service issues, events, notes, documents, pipelines, current accounts, etc). The credit union was stuck. They wanted to grow, but without a solution to track their prospecting efforts, they were constantly at risk of frustrating the very members they wanted to serve better!

All of ResourceOne’s features contribute to an environment where your employees can interact with members in a way that’s meaningful to that specific member, and therefore, you can achieve your goal of impacting that member’s financial well-being over time. While there are many competitors with more expensive offerings vying for your business, none can help you achieve your growth goal better than we can. And, we are committed to being your partner in achieving success!

Hear from Other Credit Unions

Credit unions around the country are talking about how ResourceOne is helping them exceed their member relationship management (MRM)/sales force automation (SFA) goals.

Check Out Our Full Features

CoreTrac offers a full product set of standard features and additional modules.

See a Live Demo

For a closer look at ResourceOne and how it can meet the specific CRM needs of your community bank, contact CoreTrac at sales@coretrac.com or call 512-236-9120, ext. 267.

Stay Current

Click on the links below for the latest relevant news for and about the country's most member-centric credit unions.

www.cunews.com
www.cuna.org