CORETRAC - Where Software Goes to Thrive

CRM for Community Banks & Credit Unions

CoreTrac empowers financial services teams to deliver outstanding customer experience outcomes.

Build deeper banking relationships that drive growth. CoreTrac gives community banks and credit unions the CRM power of big banks without the complexity. See every customer interaction in one unified view. Deliver personalized experiences at every touchpoint. Identify cross-sell opportunities automatically.

Track sales pipelines and employee performance with intuitive dashboards. Integrate seamlessly with your core banking systems. Turn every interaction into an opportunity to grow relationships and revenue.

FEATURES

Unified Customer View
With one unified view, you’ll be able to build better relationships, sell more and expand every opportunity.
Always Personalized, Always On
Deliver the right message at the right time — always.
Easy Integration
Integrate with your operations to seamlessly unify how you manage client relationships.
Grow Revenue
The results are tangible, delivering more revenue growth for your organization, more cross-selling opportunities than ever before and more deals closed.

BENEFITS

Action Center
See all your crucial data in one place with CoreTrac’s Action Center, a comprehensive collection of dynamic data views that can be configured to your needs.
Powerful Reporting
Visualize your data with easy-to-digest reporting. Track sales opportunities, view pipelines and manage employee performance.
Helpful Snapshots
On customer records, Snapshot pops up to show you a collection of relevant data drawn from several sources within CoreTrac, including cases, cross-sell opportunities and marketing campaigns.