CoreTrac Description

Avolin's specialized CRM is meticulously crafted for community banks and credit unions, providing a comprehensive, 360° perspective of your clients. This innovative tool equips your financial services teams to achieve unparalleled customer service outcomes, enhancing the overall client experience. By utilizing a centralized data view, you can foster stronger relationships with clients by streamlining all interactions and communications. With a unified perspective, your organization can cultivate better connections, increase sales, and seize every potential opportunity. CoreTrac surpasses conventional platforms, delivering profound insights that enable tailored communications for each client and prospect, ensuring that the right message reaches them at the perfect moment. Additionally, it efficiently handles online requests, allowing your website to effectively serve clients and generate revenue around the clock, ultimately enhancing your operational efficiency. This level of functionality ensures that your institution remains competitive in an ever-evolving financial landscape.

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Company Details

Company:
Ignitech
Year Founded:
2018
Headquarters:
United States
Website:
ignitetech.com/softwarelibrary/coretrac

Media

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Product Details

Platforms
Web-Based

CoreTrac Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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