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Shell FCU Improves Member Experience with ResourceOne CRM Solution from CoreTrac

By Calvin Azuri
TMCnet Contributor

Shell FCU has selected the ResourceOne CRM/Sales Force Automation solution suite from CoreTrac, Inc to help enhance the customer experience for all its members. Shell FCU has become the latest company within the financial community to join CoreTrac’s customer base.

In a release, Jose Rodriguez, CEO of Shell FCU, said, “As we continue to grow and provide sound financial services to the people in our community, we felt CoreTrac’s ResourceOne was the best fit to help us achieve our vision of exceptional member service by providing value to our members each day to help them improve their financial situations.”

Established for addressing the financial requirements of members within the Harris County, Texas, Shell FCU started out with a total number of forty members in 1937. Today, anyone who resides, works or attends school in the region are considered members of Shell FCU. The company looks to meet the financial needs of its members and also offers free of cost financial literacy and support for building a robust and wholesome community.

Alan Buhler, Executive Vice President at CoreTrac, Inc., said, “Long-term member retention is critical for a financial institution’s success. Credit unions like Shell FCU that focus on providing a personal touch while understanding and meeting their individual member’s financial needs find real value in ResourceOne’s tailor-made ability to get that job done, and gain optimum performance results, institution wide, on a day-to-day basis.”

CoreTrac, Inc’s ResourceOne and LINK suite of solutions provides functional advantages to community financial institutions which include lead and referral tracking, management of contacts, employee incentive, compensation, goal performance tracking, on-demand, comprehensive management reports and next best product cross-sell recommendation.