CoreTrac

CRM for Community Banks & Credit Unions

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

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COMPANY NEWS

IGNITETECH DEbuts genai assistant for jive

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COMPANY NEWS

IGNITETECH REINVENTS DIGITAL WORKSPACEs - UNVEILS AI PERSONAS FOR JIVE

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COMPANY NEWS

IGNITETECH AND CHATSIMPLE PARTNER TO REDEFINE THE WEB EXPERIENCE WITH AI

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CORETRAC SOLUTION OVERVIEW

Why CoreTrac?

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.

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.

NEW GENAI COPILOT FEATURE

Coretrac CoPilot is a GenAI personal assistant that automates report analysis. It quickly synthesizes complex data on branch performance, referrals, and pipelines, delivering concise, actionable summaries. By delivering rapid insights for strategic planning, CoPilot streamlines decision-making and gives executives more time for other priorities.

BENEFITS

Time-Saving: Eliminate the hours spent on manual report analysis, freeing up valuable time for other tasks.
Actionable Insights: Quickly identifies the most critical performance indicators and trends, allowing for data-driven decision-making.

Support Services

Customer success is our #1 objective, and that’s why we’ve created the IgniteTech Customer Support Program. The Program offers three service tiers: Platinum, Gold, and Standard. IgniteTech’s Platinum Support is the preferred option for our most active and demanding customers, as it contains the widest array of services and the highest prioritization for critical issue resolution.

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Consulting Services

Maximize the return on your investment with IgniteTech’s Consulting Services, an exclusive benefit for IgniteTech Platinum customers. From advisory and process consulting, through implementation and support, our team of industry experts will ensure you get superior value from your technology investment.

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