Texas First Bank Selects CoreTrac

11 February, 2004 (21:29) | Press Releases | By: admin

CoreTrac’s simple and affordable CRM solution to deliver improved efficiencies and enhanced customer service

Austin, Texas—February 11, 2004—CoreTrac, Inc. (, a provider of browser-based customer relationship management (CRM) solutions for community financial institutions, has announced that Texas First Financial Group, consisting of three independent banks and one independent insurance agency, will use CoreTrac’s ResourceOne (R1) application as part of its new customer service and retention strategy.

With R1, Texas First Bank will improve its sales and referral processes among bank departments, as well as its insurance division. R1 will also streamline and automate customer-related communications among employees. By replacing manual processes, R1 supports the bank’s initiative to leverage its high standards of customer service to support its long-term growth and profitability goals.

“Texas First Bank’s new strategic plan includes higher standards for customer management and, as a result, improved customer retention. ResourceOne will develop a single CIF resource for our bank and insurance agency,” says Texas First Bank President Chris Doyle. “It will provide more information in a single key stroke than we ever thought possible. With superior customer information, we can easily develop and work leads, track progress and provide final results. It will help move our sales culture to the next level.”

Throughout the country, successful community financial institutions like Texas First Bank are adopting progressive sales cultures and enhanced customer service with R1. With a complete view of the bank’s relationship with all its clients and prospects, these banks better understand and meet their individual customers’ financial needs.

“In searching for the right CRM product, it was perfectly clear that CoreTrac was well ahead of the competition. The team of professionals in Austin has developed an impressive product with the talent to support it. Flexibility is the key to a successful vendor partnership. CoreTrac’s focus is on meeting our needs,” Doyle added

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.

About Texas First Bank (www.texasfirstbank.com)

Texas First Bank is Galveston County’s largest locally owned independent community bank organization, with 13 banking centers, 35 ATM locations, 150 full-time employees and $370 million in assets. The holding company for Texas First Bank also owns a majority interest in the largest independent insurance agency in Galveston County, Rust-Ewing Insurance Agency.

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