Engage Your Employees & Maximize Revenue
A modular software management system for banks and credit unions.
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Easy to Implement
Quick ROI
High-Touch Support
What is an ineffective management system costing you?
Lost customers to organizations that are actively nurturing relationships
Wasted time & money on programs that don’t solve for employee engagement
Valuable employees that leave because of lack of support.
Leading a high-performing team should be simple.
Equip Everyone On Your Team To Win
We provide a proven management system + simple software that gets results.
Increase Referrals
Incentivize all employees to make cross-department referrals and maximize cross sell opportunities.
Easily Track Relationships
Give everyone a clear picture of customer/member activity so you can retain and grow those relationships.
Reward Performance
Watch your team get excited to track their performance with a highly-engaging reward system.
We get it – engaging your team can be hard.
Our team has over 100 years of experience in banking management. We understand what it takes to motivate employees to actively nurture customer and member relationships.
TracPlus Management System
Our modular software system allows you to choose the right combination of features to reach your growth goals.
Features Include:
Referral System
Relationship Tracking
Employee Reward Program
Real-Time Scoreboard
Competition-Style Campaigns
Best Practice Training
Track Internal Campaigns
Performance Evaluation System
Individual Goal Tracking
Cross-Sell Tracking
If you’re ready to equip and motivate your team to perform at the highest level, we can help.
What Our Customers Are Saying
“In my thirty years of banking I have never seen a product like TracPlus that is so engaging and comprehensive. The referral module, which we call Referral Rewards, is an easy and effective means to communicate our client’s needs to the financial professionals in our company. When a referral results in a sale, the system tracks the account & transaction and automatically rewards the referring employee. This keeps referrals top-of-mind with all of our employees!”
Hear more from our customers
A Simple Plan to Lead a High-Performing Team
Tell Us Your Priority Growth Goals
Tell us where you want to see the most growth. We’ll recommend the right software combination to meet those goals.
Get a Tailored Software Solution
Bloated software causes unnecessary headaches. We’ll customize your solution based on your specific goals.
Experience Effortless Organic Growth
With the right tools in place and best practice management training, you will have everything you need to confidently lead a high-performing team.
How to motivate everyone on your team to contribute to growth.
We know you want to be a leader that equips your team to succeed so your organization grows. In order to do that you need an highly-engaging management system that motivates your employees to retain and grow customer or member relationships.
The problem is traditional CRMs are too complicated. They can take months to set-up and it’s hard to get anyone on your team to actually use them. This makes you doubt whether investing in company-wide management software is worth the hassle. We get it.
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Watch How the TracPlus System Works
