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| © 2004 ClienTracs, Inc. All rights reserved. Send e-mail to admin@clientracs.com with questions or comments about this web site. |
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Powerful and effective, the ClienTracs System is based on a series of integrated processes that enable relationship managers to easily identify and manage cross selling opportunities to increase client value and drive additional revenues. In addition, ClienTracs provides a suite of comprehensive reports that track important sales performance metrics.
Click on each step for more information on the ClienTracs process
ClienTracs operates from an intuitive browser-based toolbar with easy to understand drop-down menus. The toolbar appears on the desktop just below the user's browser software toolbar.
The ClienTracs toolbar is secure and configurable based on access privileges assigned to each user. The unique toolbar feature makes collaborating easy and effective.
Features & Functions of the ClienTracs System
Profile. Identifying and profiling clients' financial needs and priorities is the first step in the ClienTracs process. For individual consumers your relationship managers can use ClienTracs to identify up to 14 different personal financial priorities such as retirement planning, wealth transfer, home purchase, estate planning, college planning and more. ClienTracs can also be integrated with financial planning software already in place at your institution.
For commercial clients, ClienTracs enables relationship managers to easily identify service needs such as long tern funding, cash management and retirement planning. Indicators such as revenue size and stage of business also help relationship managers more effectively profile their clients.
Cross-Sell. Knowing what products your clients are using currently, and what products to offer them next is an integral benefit provided by ClienTracs. Once client profiles are built, the system automatically maps financial priorities to available products. An easy-to-read color-coded table categorizes sales opportunities and initiates the referral process.
Refer. Knowing what, when and to whom referrals should be sent is imperative for effective cross selling. ClienTracs enables your relationship managers to transmit referrals internally to product specialists within your organization and externally to trusted business partners. Initiating the right referral for the right product is a valuable tool to deepen customer relationships and generate new revenues.
Manage. Beyond automatically generating and routing referrals, ClienTracs builds an active sales pipeline complete with time-driven alerts for recommended contacts and actions. The system provides the necessary client management tools such as shared client activity logs and contact management tools to keep sales opportunities moving forward. In addition, ClienTracs easily integrates with existing core systems such as Trust Accounting, MCIF and many others.
Report. Beyond providing relationship managers with the tools necessary for effective cross selling, ClienTracs provides a wealth of reporting tools. Detailed activity reports are only a click-away for individual, group and organizational sales performance. Additionally, each report line-item can be exploded to reveal detailed history. This analysis tool is invaluable for monitoring accountability and performance.
Secure & Available Operation
ClienTracs is a hosted internet application delivering immediate value to the end user. By leveraging the power of the internet for software delivery, ClienTracs is simple to install, easy to use and has near-zero IT costs. ClienTracs is hosted in a SunGard Data Systems facility that is subject to SAS70 audits, FFIEC examinations, and third party audits. Both ClienTracs and the SunGard hosting site have written security policies that meet Gramm-Leach-Bliley security requirements.
ClienTracs, Inc.
400 Northridge Road, The Pointe
Suite 570
Atlanta, Georgia 30350 USA
678-222-3402
www.clientracs.com
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