CORETRAC CRM BROCHURE CRM for Financial Institutions
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CORETRAC CRM
BROCHURE
CRM for Financial Institutions
2APTEAN | CORETRAC CRM
THE CORETRAC PHILOSOPHY
THE CORETRAC ADVANTAGE CoreTrac’s ResourceOne, the easy-to-use & affordable client
relationship management (CRM)/sales force automation (SFA)
solution is used nationally by community banks and credit unions
of all sizes to elevate their team’s performance and enhance
growth within the communities they serve. With a 360° view of
clients, ResourceOne goes beyond other CRM platforms to provide
the insight necessary to communicate the right message at the
right time to your clients and prospects.
Designed specifically for Financial Institutions, CoreTrac’s CRM
solution integrates with your core to give a centralized, 360° view
of clients.
With the insight ResourceOne supplies, Financial Institutions
experience increased sales, enhanced employee productivity,
and greater client satisfaction. Integrated to your core and other
3rd-party data platforms, ResourceOne will help all employees of
your organization to easily adapt to client expectations, meet sales
information and management needs, and provide exceptional
service. ResourceOne delivers the power to automate:
• Lead and referral tracking
• Contact and pipeline management
• Calendar synchronization
• Next-best product cross-sell recommendations
• Profitability tracking
• Service Center case management
• Up-to-date marketing campaigns
• Employee incentive, compensation, and goal performance
tracking
• Comprehensive management reports
CUSTOMER SUCCESSES At CoreTrac, we measure our success by the level of our clients’
satisfaction. Many customers depend on the information collected
within ResourceOne, which has quickly become a critical part of
their success and everyday day business.
Read more:
“We needed a system that could assist with tracking that first prospective handshake and elevate it into a new client with appropriate staging and reporting. After extensive research of multiple vendors, we saw a clear value in how CoreTrac’s banking-specific platform will support our sales and service culture.”
- Visions FCU
“In our evalution of customer contact management and sales tracking automation systems, we recognized that the bankingspecific features and functionality of CoreTrac’s ResourceOne was the obvious choice for our community bank as we center on building a strong financial future with our clients.”
- BankIowa
“As we continue to grow and provide sound financial services to the people in our community, we felt CoreTrac’s ResourceOne was the best fit to help us achieve our vision of exceptional member service by providing value to our members each day to help them improve their financial situations.”
- Shell FCU
3APTEAN | CORETRAC CRM
EXPAND YOUR CRM SOLUTION
BROCHURE APTEAN CORETRAC CRM 3 LEAD XCELERATOR
CAPTURE WEBSITE LEADSAutomatically manage visitor’s requests so that your website provides client service & generates
revenue 24/7/365.
AD ENGINE
ED ADS CREATIONGenerate real-time ads that capitalize on
client’sbehavior with suggested cross-sales and up-sales. Powered by DigitalMailer, Inc.
RELATIONSHIP BUILDER
TARGETED E-MAIL MARKETINGTake your e-mails to the next level with Relationship
Builder’s list management and e-mail targeting tools. Powered by Digital Mailer, Inc.
PROFITABILITY TRACKER
TRACK PRODUCTS & CLIENTSUnderstand how to maximize the profit from each
of your clients and products.
CUSTOM REPORT WRITER
FOR ANY & ALL SQL DATABASESCreate custom reports that are flexible with any
data using our easy & fast Custom Report Writer.
LEAD GENERATOR
WIN NEW CLIENTSWith access to 9 unique databases, Lead Generator
finds you leads that match your most beneficial clients.
4APTEAN | CORETRAC CRM
THE FACE OF CORETRAC
LEAD XCELERATOR CoreTrac’s Lead Xcelerator can make your website an actual
sales tool that will generate actionable leads. Integrated with
ResourceOne, your leads are completely trackable from creation to
production. Lead Xcelerator technology can track what webpage a
prospect is using and can automatically distribute leads and service
requests to defined queues.
• Don’t miss after hours opportunities
• Encourage action from special promotions
• Track follow-ups
• Generate, process and track your opportunities
PROFITABILITY TRACKER The CoreTrac Profitability solution provides the flexibility you need
with the intelligence necessary to evaluate each client’s distinct
profit contribution. With Profitability, you will have a greater
understanding of the unique value each and every client provides,
and use that knowledge to make well informed decisions that will
elevate your team’s performance and enhance growth within the
communities you serve.
• Evaluate the Net Interest Margin contribution from each
client
• Evaluate the Fee Income contribution of consumer and
business clients as well as the key drivers of that contribution
• Assign your own values for the operating costs associated
with servicing and maintaining loan and deposit accounts
• Recognizing your most profitable clients, what makes them
profitable, and plan how to acquire more of these clients
• Recognizing relationships that cannot be made profitable
and creating specific plans to minimize the impact they have
on the financial institution’s profitability
AD ENGINE CoreTrac’s Ad Engine helps financial institutions communicate
with and cross-sell customers by storing data from multiple
sources and opens the opportunity to present “real time”
one-to-one revenue generating offers to consumers. Ad Engine
automatically drives any marketing spot with a generic ad until the
visitor is identified. Once identified, the Ad Engine switches to the
recommended targeted ad for that consumer.
Four Target Models:
• Cross-sell a product that a customer doesn’t have
• Make targeted offers to customers paying a bill, loan, credit
card or mortgage somewhere else
• Make a recommended cross-sell from CoreTrac’s
ResourceOne CRM+ system and push it into all channels
• Drive the ad space inside a mobile banking application
5APTEAN | CORETRAC CRM
THE FACE OF CORETRAC
CUSTOM REPORT WRITER CoreTrac’s Custom Report Writer (CRW) is designed to make
report construction intuitive and fast for people who aren’t
necessarily technically inclined. While other report writer products
focus on the layout and presentation of the report, CRW gives
more attention to where the underlying data comes from. CRW
has been created with the understanding that it would operate
in a business environment and offers features such as integrated
security, report sharing with other users or groups, the creation of
yearly quarters, an image pool, and interfaces that allow external
products to interact with it. CRW is designed as a separate
module from CoreTrac’s coreintegrated, banking-specific CRM/
Sales Tracking Automation solution, ResourceOne. In fact, it can
connect to any SQL database. It is impressively powerful and gives
you complete flexibility to create custom reports on any and all
data contained in the ResourceOne solution, as well as other SQL
database applications. As an added benefit, it can do calculations
behind the scenes which makes it ideal for your custom incentive
and marketing reports.
RELATIONSHIP BUILDER CoreTrac’s Automated Relationship Builder (ARB) educates
customers about onboarding campaigns, automated campaigns
based on clicks, demographic criteria, how to chase delinquent
accounts and how to increase attendance in seminars. ARB is easy
to learn and simple to use. You can upload HTML files and images
that you create in other programs or create a file in ARB from
scratch. You can even personalize your messages to customers-
It’s easy with ARB. Set up dynamic content that changes names,
simple text, images or even entire layouts.
Create surveys on your own and distribute them to customers via
multiple channels. Create your survey with our WYSIWYG editors
and question guides, or give us a list of questions and let us create
the survey for you. Data is only accessible via secure login, so you
can trust that customer’s responses stay between you and them.
Pair our survey solutions with Relationship Builder and get a better
picture of your respondents than ever before. Use unique ID
numbers to identify respondents or create anonymous surveys for
general, non-specific data gathering.
• SPAM Checker
• A/B Split Testing
• Easy Image Managing
• Triggered Emails
• WYSIWYG Email Editor
• Built with Financial Institutions in mind
• Mobile Messaging Available!
1/16Copyright © Aptean 2016. All rights reserved.
About Aptean: Aptean is a leading provider of industry-focused mission critical enterprise software solutions. We build and acquire solutions to support the evolving operational needs of our customers. Our solutions help nearly 5,000 organizations stay at the forefront of their industries by satisfying their customers and continuing to operate more efficiently.
Aptean is where software WORKS. For more information, visit www.aptean.com
SUMMARY
SUMMARY As a total CRM solution for your Financial Institution, CoreTrac delivers the comprehensive, integrated capabilities needed to ensure business
success. Designed specifically for Financial Institutions, CoreTrac’s CRM solution gives you a centralized 360° view of clients, enabling you
and your workforce to deliver outstanding customer experience. Interested in learning more about Aptean or CoreTrac’s CRM? Please
contact us at [email protected].
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