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ClienTracs is designed to solve business problems at the departmental level or bank-wide.
Increasing client value is a priority for financial institutions. As a result, enhancing the cross selling, referral tracking and client management process is the focus of the ClienTracs solution.
Whether installed as a departmental application or deployed bank-wide, ClienTracs is a powerful and cost-effective solution that expertly enhances client management effectiveness by delivering a straight forward, consistent sales process to the desktop of relationship managers. And, all this revenue generating power is accessible through a secure, easy-to-use, browser-based toolbar that integrates a 'single sign-on' point-of-access to your financial institutions' in-place systems.
Click on one of these solution categories to see if ClienTracs is right for you.
Trust & Wealth Management Solutions (including Brokerage) »
Commercial Banking Solutions »
Bank-wide Solutions »
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