Cuyamaca Bank selects CORETRAC to Manage Customer Relationships

ResourceOne allows Cuyamaca Bank employees to track lead and referrals, recommend products based on demographic criteria, set goals for employees and branches, and perform other CRM functions that Cuyamaca Bank needed in a solution. Renee Hinton, Vice President, Director of Sales and Marketing, said "We are looking forward to utilizing ResourceOne to tailor the products and services to meet the needs of our clients. We focus on building quality relationships between our clients and our bankers."

About Cuyamaca Bank

Cuyamaca Bank was founded in 1983, is an FDIC insured institution and offers local ownership, responsive management and personalized services. Cuyamaca Bank serves the San Diego County through offices in Santee, La Mesa, El Cajon, Encinitas and its SBA Department in La Mesa. More information available at www.cuyamacabank.com.

About CoreTrac, Inc.

CoreTrac, Inc., a privately held corporation, is headquartered in Austin, Texas. CTI is dedicated to exclusively providing a simple and affordable Customer Relationship Management (CRM) solution to community financial institutions. CTI's browser-based CRM solution, ResourceOne, manages leads and referrals, promotes cross-selling efforts, and tracks individual, departmental and branch goals. It also manages incentive programs and marketing campaigns, outputs detailed status reports for management and provides a household customer view to all approved customer advocates. For more information about CoreTrac please visit the company website at www.coretrac.com. ;   




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