Refferal Trak
FINALLY, THERE'S A MORE EFFECTIVE WAY TO TRACK REFERRALS
Referral Trak is a secure, web-based application – which means that while Referral Trak is a sophisticated technology for referral tracking, it requires no expensive hardware or software upgrades.
The system is well designed – for bankers by bankers – and can be managed without increasing staff or adding to workloads. In fact, Referral Trak simplifies many processes, saving time and improving the oversight of ongoing daily operations.
Plus, Referral Trak is a VBA service to member banks, so the cost is low.
With Referral Trak, you will be able to:
- Track internal product/service referrals
and incentives with ease.
- Produce detailed management reports.
- Export data to Excel for additional analysis.
- Adapt quickly to changing needs
and product launches.
- Eliminate the need for paper systems.
Call John Bowers at the Virginia Bankers Association for more information or to schedule a full presentation at 804-819-4732 or email him at jbowers@vabankers.org.