CoreTrac
CoreTrac equips financial services teams with a robust CRM tailored for community banks and credit unions. By offering a centralized 360° client view, it enhances relationship-building and enables personalized communications. With automated online request management, financial institutions can engage clients seamlessly, optimizing service and generating revenue around the clock.
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Top CoreTrac Features
- GenAI personal assistant integration
- Automated report analysis
- Centralized client data view
- 360° client insights
- Actionable data summaries
- Customized communication strategies
- Online request management
- Real-time performance tracking
- Strategic planning insights
- Client engagement optimization
- AI-powered decision support
- Tiered customer support programs
- Exclusive consulting services
- Dynamic AI navigation technology
- Enhanced relationship building tools
- Revenue-generating website integration
- Prioritized issue resolution
- Comprehensive training resources
- Tailored advisory services
- Industry-specific implementation support.
