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Union Trust selects BankBroker for Referral tracking and state of the art Contact Management
Braintree, MA (PRWEB) January 12, 2004 --Landmark Technology Partners, a leading provider of Internet business-to-business services ranging from consulting strategy, to software development, today announced that Union Trust has chosen Landmarks BankBroker software product as the solution for Contact Management and Sales & Referral Tracking. The relationship ensures that Investment and Insurance representatives as well as bank-wide personnel, will have the very best technology to grow their respective businesses.
BankBrokers ability to centralize the contact data base across the entire bank and the automation of the referrals process were the key business improvements sought by Union Trust" according to Bob McGill, President of Landmark Technology Partners. Craig Worcester, Vice President, added Union Trust is taking a significant step forward to enhance our ability to serve our customers and grow our business".
BankBroker, Landmarks flagship 'Branch Sales Automation product, uses patent pending technology to provide real-time information on customers across all lines of business to find cross-selling opportunities, track sales, manage referrals, record sales events and automate back office activities such as commissions accounting. BankBroker improves sales results, while also reducing overhead and eliminating non-value added business practices.
About Landmark Technology Partners
Landmark Technology Partners offers comprehensive business-to-business services ranging from consulting strategy, to software development, to ongoing technology support. Landmark has the technology expertise, deep industry skills and project management experience to help our clients transform their business through technology. Landmark maintains a focus on the retail financial services industry working primarily for clearing companies, banks, and broker/dealers.
About BankBroker
BankBroker, Landmarks 'Branch Sales Automation product, is an integrated software solution that automates all aspects of the financial sales process, the back office tracking and reporting processes, and the sales management processes, that are needed to transform an organization into an integrated financial solution provider. Delivered completely over the Internet, BankBroker is aimed at the banking, insurance and brokerage industries.
About Union Trust
Union Trust is a full-service financial institution with fifteen offices serving five coastal Maine Counties: Hancock, Washington, Lincoln, Knox and Waldo. In business since 1887, Union Trust has earned a reputation as one of New England's preeminent community banks, a model of remarkable growth based on sound management, responsible innovation, and careful attention to the financial needs of individuals, businesses, municipalities and non-profit organizations.
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