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ClienTracs Integrates Retail CRM Capability to Create Best-In-Class Enterprise Solution
Today, ClienTracs, Inc. announced the integration of the ClienTracs Wealth Management CRM solution with CONNECTIONS, a best-in-class Banking and Credit Union CRM solution from MSI, Inc. located in Birmingham, AL. MSI has provided the community bank market with CRM solutions for nearly six years and hosts the technology for more than 130 financial institutions. MSI has enabled community banks to provide superior customer service by providing all employees, including tellers, CSRs and loan officers, with requisite client information.
The integration of ClienTracs and CONNECTIONS provides Banks and Credit Unions with a true enterprise CRM solution including all customer touch-points within the financial institution such as Retail, Business Banking and Wealth Management. “We have filled a void in this market by enabling groups within a financial institution to retain their unique selling environments while leveraging the client relationship throughout the enterprise,” said Jeff Jenkins, President of ClienTracs, Inc. The newly completed integration will enable wealth groups to manage the client relationship using a consultative selling process while still communicating effectively with the remaining departments of the financial institution through automated referrals, campaigns, activity tracking, etc. ClienTracs and MSI are committed to develop further integration points between the two systems.
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 www.clientracs.com.
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