Financial Institution
Workflow Solutions
Increase your Bank or Credit Union's productivity with automated workflows for sales and operations.
Referral Managment
ProTrac makes the referral process easy and seamless that results in more referrals and sales. No more lost opportunities to sell more products per household.
Contact Managmenet
Never miss an opportunity for a sale again. A 360 view of your contacts, task management and follow-ups will keep your contacts organized and increase sales.
Sales Tracking
Stay on top of your employee sales and create incentive programs to increase productivity. ProTrac sales tracking is an easy to use solution for tracking, incentive programs and reports.
Complaint Management
When your financial's customers have issues, resolving them quickly keeps a good reputation. ProTrac complaint management increases resolution time and makes sure nothing slips through the cracks.
Onboarding
Following up with customers after the open new accounts can me a tedious process. ProTrac's Onboarding workflow automates task and forms for employees to stay on top of their onboarding follow-up tasks.