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Financial Resources FCU Selects CoreTrac to Improve Efficiency While Providing Better Service
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Added: 04/01/2004
Type: Summary
Viewed: 761 time(s)
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Financial Resources FCU Selects CoreTrac to Improve Efficiency While Providing Better Services
CoreTrac, Inc., a provider of simple and affordable customer relationship management (CRM) solutions for community financial institutions, has announced that Financial Resources Federal Credit Union, with $300 million in assets and 34,000 members, will use CoreTrac’s ResourceOne (R1) solution.
Financial Resources will improve its sales and referral processes among departments with R1’s complete view of all member and prospect relationships. And, with member demographic data available through R1, Financial Resources will improve its member-directed marketing with more targeted and trackable campaigns. As a result of the power of the complete R1 solution, employees will better understand, anticipate and meet member’s financial needs.
“We are committed to leveraging the best technology available to deliver on our promise of superior member service and product offerings,” says Eugene T. Reilly, CEO of Financial Resources. “CoreTrac's ResourceOne is the technology that will help us deliver on that promise.”
Financial Resources has a long, award-winning track record in the areas most vital to a credit union’s success in today’s competitive marketplace: member satisfaction; employee retention; and long-term growth.
Throughout the country, successful community financial institutions, including Credit Union of New Jersey and MemberOne Federal Credit Union, are adopting progressive service and improving long-term profitability with R1.
R1 is a browser-based CRM solution that resides on the community financial institution’s internal network, delivering the ability to track leads and referrals; recommend products based on customer demographics; facilitate more effective marketing campaigns; set employee goals and accurately measure performance; create institutional, branch and individual reports; and integrate multiple sources of data for a complete picture of the member relationship.
About CoreTrac (www.coretrac.com)
CoreTrac, Inc. is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing a simple and affordable Customer Relationship Management (CRM) solution to community financial institutions.
About Financial Resources Federal Credit Union
(www.myfinancialresources.org)
Financial Resources Federal Credit Union, formerly the Ethicon Employees Federal Credit Union and Raritan Federal Credit Union, is a federally chartered credit union that offers a variety of financial products and services to its members, and business services for its member companies and organizations. Financial Resources FCU is regulated by the Federal Credit Union Act, is governed by a nine-member volunteer board of directors, and led by an executive management team. Headquartered in Bridgewater, New Jersey, Financial Resources has over 34,000 members throughout the U.S. and total assets over $300 million.
For More Information Contact:
Catherine A. DeStasio
Marketing & Corporate Communications
512-236-9120, ext. 200
cdestasio@coretrac.com
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