For community banks and credit unions
Get more products into every household.
ProTrac is where your staff send referrals, work leads, record sales and handle complaints. When a teller hears a customer is shopping for a car, the right lender hears about it too.
Quick to set upStaff training included
Referrals
Referrals that reach the right banker.
A teller notices a need and sends the customer to a colleague or a whole department. Whoever picks it up keeps notes as they go and closes it out, sale or no sale. Anyone involved can check on it.
- Department queues. A referral can go to a department, and the first person free takes it.
- Reminders. If a referral sits too long, ProTrac nudges whoever has it.
- Goals and incentives. Leaderboards and payouts update as referrals close.
What's in ProTrac
Start with referrals and add the rest when you're ready.
The modules all share the same customers, staff and reports. Turn one on and it's already connected to the others. And your staff can use all of it in English or Spanish.
Referrals
Send customers to the right colleague or department and follow each referral through to the end.
Leads
Load your campaign lists, hand each lead to a banker and keep track of the calls.
Sales & Incentives
Record sales, credit the right banker and branch, and total up incentive pay.
Complaints
Log complaints, give each one an owner and see how long it takes to make things right.
CRM
A page for each customer with their accounts, notes and history with you.
Onboarding & Workflows
Give new customers the same checklist every time, and loop in a manager when a step runs late.
Reports & Dashboards
Dashboards for each person, reports for managers and monthly numbers by email.
The platform underneath
Sign-on, permissions, branding and the other things your IT team will ask about.
Implementation
Up and running quickly.
We set ProTrac up to match how your institution already works, then train your staff on it.
We do the setup
Send us your branches, departments and products, and we load them in.
We train your staff
Online training for your team before you go live.
Everyone can pitch in
Staff without a login can still use the public forms on a shared terminal.
See ProTrac in action
We'll spend 30 minutes in 46 Trust, our demo institution, using your terminology. Bring whatever questions you have.