Aptean announced today the acquisition of CoreTrac, Inc., a leading provider of integrated customer relationship management (“CRM”) and automated sales tracking solutions designed specifically for banks and credit unions in the United States. CoreTrac’s CRM solution is used nationally by banks and credit unions of all sizes to elevate sales and services performance, while also enhancing growth within the communities they serve.
“Aptean continues to strengthen its offerings in the financial services sector from a solution and investment perspective,” said Aptean CEO Kim Eaton. “The addition of CoreTrac into our suite of CRM solutions is a natural complement and expansion of Aptean’s value to community, regional, national, and multinational banking institutions. We remain committed to providing innovative solutions to the financial services market.”
“Aptean brings us the ability to accelerate our delivery of the CoreTrac software roadmap to our customers,” said CoreTrac President and CEO Dan Martin. “Aptean’s global reach and expertise with CRM software solutions aimed at the financial services sector will help us continue to deliver high value solutions to the financial services industry with greater efficiencies and capabilities than before. The CoreTrac team and its customers will benefit from Aptean’s leadership and experience in delivering superior, industry-specific solutions.”
CoreTrac offers a robust, core-integrated, easy-to-use CRM/Sales Force Automation solution, delivering a full range of multi-channel tools to effectively engage clients and build strong, lasting relationships. Financial institutions use CoreTrac’s CRM platform, ResourceOne, to increase loans, deposits, and cross-sells, improve their customer services, and ensure opportunities are capitalized on, whether that is from M&A activity, conversions, new branch openings, or other changes.