Meet COCC’s Pathfinder
CRM™, the financial services industry’s
most advanced customer relationship
Pathfinder CRM™ has proven itself time
and again in community financial
institutions with thorough, tangible
results. The product simplifies customer
retention by analyzing customer behavior
and showing your staff which products
and services work best for specific
Pathfinder CRM™ does more than help you
sell. It also helps you boost efficiency
by ensuring timely follow-up on
opportunities, and automating manual
Pathfinder CRM™ helps optimize your
marketing efforts by helping you...
Set up and track targeted marketing
and sales campaigns.
Automate and standardize sales
processes for maximum efficiency and
Quantify the returns on your
marketing investments and compare
them with each other.
Pathfinder CRM™ is
tightly integrated with most commercial
core processing systems and accepts data
from other sources, both inside and
outside your institution.
This is the intelligence you need to
apply your institution's unique business
strategies to customer need. The result
is not only more sales, but also more
satisfied customers who trust you to
help them manage their finances.
Want More Information
About this Service?
For all the
noise generated about CRM, it’s
easy to lose sight of one simple
fact: CRM can enhance a bank’s
Check Out Our Success
With United Bank