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.
Top CoreTrac Alternatives
Intapp DealCloud
This financial CRM software revolutionizes deal and relationship management by centralizing firm and market intelligence.
AdvisorEngine
Powerful and intuitive, this technology platform revolutionizes wealth management for financial advisors.
MeridianLink Engage
MeridianLink Engage empowers financial institutions to navigate digital transformation with a robust marketing automation platform.
AdvisorEngine CRM
AdvisorEngine CRM® serves as the essential backbone for firms, empowering them to streamline client interactions and optimize workflows.
NMI Merchant Relationship Management
The NMI Merchant Relationship Management platform empowers businesses to streamline their payment processes with an all-in-one solution.
CapitalBase com
CapitalBase offers a robust CRM solution tailored for wealth management, streamlining customer interactions and enhancing compliance workflows.
Intralinks DealCentre
Tailored for capital markets and alternative investments, it streamlines M&A processes with features like document...
View CRM
By automating manual tasks and facilitating knowledge sharing, it enables personalized marketing and informed decision-making...
MLO Shift
Its intuitive landing page builder, automated loan pipelines, and access to an extensive video course...
PlanMagic Finance Pro
It adheres to GAAP standards, supports any currency, and integrates a Smart Entry System™ to...
Market Quest For Insurance
It streamlines lead tracking by integrating with websites, ensuring no opportunity is lost...
SatuitCRM
With offices across Canada, the United States, and the United Kingdom, it effectively serves clients...
Account
By streamlining account openings and leveraging predictive data analytics, it helps institutions optimize decisions, improve...
Junxure Cloud
By transforming data into insightful visualizations, it enhances client interactions and automates tasks, allowing for...
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.
Top CoreTrac Alternatives
- Intapp DealCloud
- AdvisorEngine
- MeridianLink Engage
- AdvisorEngine CRM
- NMI Merchant Relationship Management
- CapitalBase com
- Intralinks DealCentre
- View CRM
- MLO Shift
- PlanMagic Finance Pro
- Market Quest For Insurance
- SatuitCRM
- Account
- Apex 72
- Junxure Cloud
