Name: CoreTrac CRM
Author: IgniteTech

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Quality Management

Smart Spaces

Supply Chain Visibility

Enterprise

Accounting

Loan Origination

Finance and Accounting

401(k)

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

App Development

Bug Bounty

Cloud Storage

Data Center Outsourcing (Canada)

Data Observability

Data Replication

Debugging

Desktop Management

Encryption Key Management

Fraud Detection

HTML Editors

Industrial IoT

Integration Platform as a Service (iPaaS)

Load Balancing

MLOps

Machine Learning

Managed Security Service

Network Performance Monitoring

Network Troubleshooting

Process Mining

Secure Access Control

Secure Web Gateway

Software Defined Storage (SDS)

Static Code Analysis

Threat Hunting

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Signage

Email Management

Email Marketing

Grant Management Software

Marketing Automation

Public Relations (PR)

Real-Time Interaction Management

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales Dialer

Sales

Microsegmentation

Video Surveillance

Security

HIPAA Compliance

Insurance Suites

Restaurant Management

Tax Practice Management

Vertical-Specific

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Designed specifically for community banks and credit unions, the CoreTrac CRM solution from Avolin gives users a centralized, 360-degree view of clients. With it, the vendor states  financial services company workforces will become enabled to deliver outstanding customer experience outcomes.

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

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Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

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Advisor Bundle

Producer Bundle

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CoreTrac CRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

IgniteTech

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

CoreTrac CRM

Overview

What is CoreTrac CRM?