TowneBank Embraces CRM/SFA Technology with CoreTrac's ResourceOne

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CoreTrac’s integrated, banking-specific software, to help TowneBank maximize sales efficiencies, increase cross-sell opportunities, and enhance one-to-one customer service.

CoreTrac, Inc. (http://www.coretrac.com), provider of ResourceOne (R1), the easy-to-use and affordable Client Relationship Management (CRM)/Sales Force Automation (SFA) software solution specifically architected for community financial institutions, announced today the addition of TowneBank ($3.6B assets; FIS Bankway core) as a new customer that will implement and utilize ResourceOne as an integral part of their sales and service culture.

Towne Bank, headquartered in Portsmouth, Virginia, offers a full array of financial services including insurance, investments, mortgage, title insurance, real estate services, and more. Using CoreTrac’s ResourceOne, TowneBank employees will now be able to develop deeper insight into their clients’ needs, preferences, and influences as well as track employee performance.

“Since the cornerstone of our business is building lasting relationships with our members, the need for a centralized solution was an important factor in choosing ResourceOne. With CoreTrac’s ResourceOne, we anticipate having a holistic view of all relationships which will enable us to offer customized products, and information when they are needed,” said Julie Lineberry, Senior Vice President, Operations Administration at TowneBank.

“In today’s challenging economic conditions, the banking sector has become increasingly competitive. Long-term customer retention and development of new revenue sources are critical for success. Community financial institutions need to focus on providing a personal touch while understanding and meeting their individual client’s financial needs,” says Alan Buhler, Executive Vice President at CoreTrac, Inc. “ResourceOne is tailor-made to help community financial institutions like TowneBank get that job done, and gain optimum performance results, institution wide, on a day-to-day basis.”

About CoreTrac, Inc.

CoreTrac, Inc. is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing its easy-to-use and affordable CRM/SFA solution, ResourceOne, to community financial institutions. R1 delivers the power to manage opportunities through:

  •     Lead and Referral Contact/Account Management
  •     Integration to the financial institution’s core and other data sources
  •     Loan and deposit pipeline management
  •     Client profitability modeling
  •     Profile clients for next-best cross-sell product recommendation
  •     Manage client service cases
  •     Set and track goals to achieve strategic sales culture outcomes
  •     Incentive and Compensation tracking
  •     Develop, manage, and track marketing campaigns
  •     Synchronize with Outlook, Lotus Notes, GroupWise, and PDA’s

For more information about CoreTrac, Inc. and ResourceOne, please visit http://www.coretrac.com or contact Alan Buhler at 512-236-9120 ext. 272.

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Ashley Stifflemire

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