Wedbush Bank Chooses CoreTrac's ResourceOne CRM/Sales Force Automation to Enhance Their Sales and Service Culture

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Wedbush Bank elects CoreTrac's ResourceOne to assist with onboarding sales growth goals and customer service enhancement objectives.

CoreTrac, Inc., provider of ResourceOne, the easy-to-use and affordable CRM/Sales Force Automation solution architected specifically for community financial institutions, announced today the addition of Wedbush Bank ($255M assets, FIS Horizon core) to their growing client base. Wedbush Bank will now implement and utilize ResourceOne as an integral part of their onboarding sales growth goals, and customer service enhancement objectives.

Wedbush Bank, headquartered in downtown Los Angeles, is a wholly-owned subsidiary of WEDBUSH, Inc., the parent company of Wedbush Securities. As a bank focused on serving the community, Wedbush makes it their goal to meet the needs of their clients by providing them with personalized service from their local banker.

“We needed a system that could assist with tracking that first prospective hand shake 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,” said Monique Johnson, Senior Vice President & Director of Marketing and Relationship Management at Wedbush Bank.

Alan Buhler, Executive Vice President at CoreTrac, Inc. adds, “We are pleased to add Wedbush Bank as the newest member of the CoreTrac family. ResourceOne will help Wedbush earn new customers while increasing their current customers’ profitability. We are committed to helping community financial institutions compete and thrive within the communities they serve, and we look forward to being a long-term partner with Wedbush Bank.”

Wedbush Bank is one of the premier business, professional and private banks headquartered in Los Angeles with offices in Ontario, Newport Beach and Portland, Oregon. Wedbush Bank delivers a wide range of innovative financial solutions including deposit, sweep and cash management services coupled with commercial, small business, asset-based, personal, government and real estate financing. Founded in February, 2008, Wedbush Bank is recognized as a “5-Star Superior” rated bank by BauerFinancial. Wedbush Bank can be found on the Web at http://www.wedbushbank.com.

CoreTrac, Inc. is a leader in banking-specific CRM/sales tracking automation software technology that replaces guesswork with precise, always-on insight about a financial institution’s client relationships. Financial institutions that use CoreTrac’s ResourceOne consistently deliver products that their customers crave, provide service based on what their customers want, deliver targeted marketing messages that get real attention, and enjoy a distinct competitive advantage. CoreTrac’s 10 years of continuous product development and evolving functionality eliminates the client relationship blind spots hampering a financial institution’s growth goals. The ResourceOne solution delivers the power to manage opportunities through:

  •     Lead and referral tracking
  •     Contact and pipeline management
  •     Next-best product cross-sell recommendation
  •     Profitability tracking
  •     Service center case management
  •     Up-to-date marketing campaigns
  •     Employee incentive, compensation, and goal performance tracking
  •     On-demand, comprehensive management reports

For more information about CoreTrac, Inc. or ResourceOne, please visit http://www.coretrac.com or contact Molly Richardson at 512-236-9120 ext. 263 or mrichardson (at) coretrac (dot) com.

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Molly Richardson
CoreTrac, Inc.
(512) 236-9120 263
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