ResourceOne Testimonials

“You cannot put a price on the value of information stored within ResourceOne. To succeed in the financial industry today, bankers must be able to build their existing customer relationships. CoreTrac is an excellent tool to effectively track existing and prospective clients, add value, increase products and services offered and grow your business!”
~Tai Gonzalez
Redding Bank of Commerce, Redding, CA

“After looking at numerous CRM/Sales Force Automation software solutions, we felt that CoreTrac’s ResourceOne was the best fit. Not only does it provide greater pipeline visibility and custom marketing campaigns, but an easy 360 degree view of the customer relationship with the bank as well.”
~Darrin Banik
Community Bank and Trust, Waco, TX

“Our mission at the credit union is to make it simple for members to improve their financial well-being and we found that ResourceOne is the right application to help us reach our goals. ResourceOne offers a wide variety of software modules that compliment our sales and service initiatives.”
~Linda Bull
First Commonwealth FCU, Bethlehem, PA

“The robust functionality of ResourceOne provides our employees with the necessary tools to better manage our members’ information. ResourceOne was created with community financial institutions in mind.”
~Kay Murray
Visions Federal Credit Union, Endicott, NY

“ResourceOne allows us to know the number and status of every referral in our bank including the number that results in closed sales. Using ResourceOne, our Sales Managers have more data available to coach their sales employees and our sales team has a way to stay on top of their sales leads.”
~Tony Williamson
Citizens National Bank, Meridian, MS

CoreTrac_Testimonials (PDF Download)

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