California Bankers Association Selects CoreTrac as Endorsed CRM Partner
CoreTrac's ResourceOne solution best CRM choice for California community banks
Austin, Texas & Sacramento, Calif.—Dec. 6, 2004—The California Bankers
Association (CBA) today announced that it has chosen CoreTrac, Inc., a provider
of simple and affordable customer relationship management (CRM) solutions built
exclusively for community financial institutions, as its Endorsed CRM Partner.
“We understand the increasing importance of CRM solutions to California banks
and believe CoreTrac’s solution offers the right mix of features and price for
our members. ResourceOne will help our member banks better serve their customers
while improving the bank’s overall performance,” said Reva Gould, CBA’s vice
president of Marketing. “Additionally, we have negotiated special pricing on
CoreTrac’s R1 solution for CBA members, delivering them even greater value.”
CoreTrac provides a simple and affordable CRM solution to a rapidly growing
national customer base of community financial institutions, including California
banks North Bay Bancorp, The Mechanics Bank, Butte Community Bank, and Nara
Bank.
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.
“The community banking market has long demanded a relevant and cost-effective
CRM solution to help them efficiently manage customer and prospect opportunities
with features such as automated lead and referral tracking, incentive tracking,
pipeline management and more. We built R1 to deliver on that demand, and
designed it specifically with community bankers in mind,” said CoreTrac Chief
Operating Officer Dan Martin. “We are pleased that one of the country’s most
influential banking organizations has formally recognized that, with CoreTrac, a
robust CRM solution can be both effective and affordable for the community FI
market.”
About CBA
Established more than 110 years ago, the California Bankers Association (CBA) is one of the largest state banking trade associations in the country. CBA leads the way in developing relevant educational and legislative solutions to some of California's more pressing financial and banking issues, including financial privacy, predatory lending, usage fees, and financial elder abuse. Additionally, CBA performs due diligence and endorses products and solutions specific to its bank members operational needs. CBA's membership includes more than 300 of California's commercial, industrial and community banks and savings associations. For further information, visit: www.calbankers.com.
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
cdestasio@coretrac.com