Engage Your Employees & Maximize Revenue

Engage Your Employees & Maximize Revenue

A modular software management system for banks and credit unions.

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Easy to Implement

Easy to Implement

Quick ROI

Quick ROI

High-Touch Support

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

Increase Referrals

Incentivize all employees to make cross-department referrals and maximize cross sell opportunities.

Easily Track Relationships

Easily Track Relationships

Give everyone a clear picture of customer/member activity so you can retain and grow those relationships.

Reward Performance

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.

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What Our Customers Are Saying

“An employee walked up to me with tears in her eyes and said she had never been able to afford Christmas before… Most programs focus only on a select few, TracPlus impacts all employees throughout the organization.”

Jimmy C.

SVP of a Community Bank with $500M in assets
Hear more from our customers Hear more from our customers

A Simple Plan to Lead a High-Performing Team

Tell Us Your Priority Growth Goals

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

Get a Tailored Software Solution

Bloated software causes unnecessary headaches. We’ll customize your solution based on your specific goals.

Experience Effortless Organic Growth

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.

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

Equip your team to win and start seeing results within 30 days.