Call Center Software Featured Article

Rewarding Customers Becomes Easy With Banking-Specific CRM/SFA

By proclaiming a strategic alliance, Coretrac Inc. and RewardsNow together are able to offer financial institutions a means to cross-sell products effectively. CoreTrac Inc. is a leader in banking-specific Client Relationship Management (CRM) and Sales Force Automation (SFA) solutions, while RewardsNOW, Inc. is a leader in turnkey loyalty programs for financial institutions.

“This strategic alliance is a good fit for both organizations and brings value to our respective client bases. We are able to provide two dynamic tools for banks and credit unions that help make the best product/service recommendations based on the historical activity of the customer and then reward for those behaviors,” said Alan Buhler, executive vice president at CoreTrac, in a release.

Community banks and credit unions are given access to a strong set of technology solutions that bring profitable cross-selling opportunities to the right customers at the right time through CoreTrac’s banking-specific contact management and sales automation software known as ResourceOne. This, in combination with RewardsNOW loyalty programs, provides banks and credit unions with a true competitive edge.

“Legislation, revenue erosion, and a soft economy have left financial institutions looking for additional revenue sources and ways to hold on to their clients. Our strategic alliance with CoreTrac provides a unique opportunity for financial institutions seeking integrated technology solutions to achieve their business objectives of targeting more profitable client behaviors,” said Steve VanFleet, RewardsNOW president and CEO.

CoreTrac, Inc., a privately held corporation headquartered in Austin, Texas, is a company dedicated entirely to providing its user-friendly and affordable CRM/SFA solutions, ResourceOne and LINK, to community financial institutions. The ResourceOne solution delivers the power to control opportunities through lead and referral tracking, and contact and pipeline management. Also manageable are next-best product cross-sell advice, profitability tracking, service center case management, up-to-date marketing campaigns, employee performance management, and on-demand management reports.

RewardsNOW, Inc. is a leading, independent provider of turnkey Loyalty Programs, named to the Inc. 5000 during the preceding four consecutive years as one of the fastest growing privately held companies in the U.S. RewardsNOW has been helping create strong Loyalty Programs that endorse individual achievement for some of the best financial service providers in the country. For 14 years, the company has been uniquely positioned as one of the few loyalty program providers with expertise and experience in enterprise-wide programs. 

Carolyn John is a Contributor to TMCnet. To read more of her articles, please columnist page.