Another Florida Credit Union Selects CoreTrac

Share Article

CoreTrac plays a vital role in taking credit union’s business to the next level

CoreTrac, Inc., provider of ResourceOne, the easy-to-use and affordable CRM/Sales Force Automation solution specifically architected for community financial institutions, announced today that Tyndall Federal Credit Union ($1.02B assets; Fiserv Summit core) has selected CoreTrac’s ResourceOne as their CRM solution.

Headquartered in the Sunshine State, Tyndall FCU is one of the nation’s top performing credit unions in Member Returns. This not-for-profit financial organization returns profits back to their member-owners in the form of lower loan rates, higher deposit rates, and fewer and lower fees. Tyndall FCU exhibits top-tier strength in categories such as capital adequacy, asset quality and stability, currently serving over 105,000 members worldwide.

“Our company’s ability to interact with each and every one of our members was crucial to our overall goal. We required a solution that was not only easy to integrate and utilize, but was also cost effective. With CoreTrac’s ResourceOne, we are able to maximize and improve… We are looking forward to a long and successful relationship with CoreTrac,” said Greg Wheeler, Vice President of Marketing at Tyndall Federal Credit Union.

“There is an evolving trend as we move out of this current economic environment—credit unions like Tyndall FCU are becoming aware that CRM/SFA solutions like CoreTrac’s ResourceOne is one of the few systems that will actually help the credit union make money, as well as help their members achieve their own personal financial goals,” said CoreTrac Executive Vice President, Alan Buhler.

CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its simple and affordable CRM/SFA solution, ResourceOne, to community financial institutions. ResourceOne 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
  • Profile clients for next-best cross-sell product recommendation
  • Manage client service cases
  • Detailed Management Reports
  • 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

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Ashley Stifflemire

512-236-9120
Email >
Visit website