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ClienTracs Adds Record Number of New Clients in Fourth Quarter
Today, ClienTracs announced that it welcomed a record ten (10) financial institutions to the family of ClienTracs users in the fourth quarter of 2004. “We are pleased with our progress and continued sales success,” said Jeff Jenkins, President of ClienTracs, Inc.
ClienTracs continues to focus exclusively on providing a best-in-class Wealth Management CRM solution to many segments of the financial institution market sector. “The mix of clients licensing ClienTracs validates that our solution is attractive for many different types of users ranging from RIA’s to Super Regional Banks”, said Jenkins. As with previous ClienTracs customers, each of the financial institution clients added in the fourth quarter is driven to increase their sales revenue through the implementation of technology that facilitates a highly efficient sales process.
About ClienTracs, Inc.
ClienTracs, Inc. is a provider of Wealth Management CRM technology to the financial institution market. The technology, also called ClienTracs, helps advisors and relationship managers in the wealth management market grow revenue by enabling a proven and repeatable sales process. ClienTracs is a hosted solution that leverages decades of financial sales, management and software development expertise. Based in Atlanta, GA, ClienTracs is a privately held company serving many segments of the financial services market ranging from RIAs to Super Regional Banks and Credit Unions. For more information, call 678.222.3402 or visit the company’s web site at www.clientracs.com.
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