CoreCD® Web Tool

What is CoreCD®?

A simple full-scope certificate pricing and sales platform including:

For the Frontline:

  • Web tool for calculating certificate options in dollars
  • Sales software, talking points, and tools for reviewing options with depositors in-branch and over the phone
  • Comprehensive training
  • Access to rate survey data
  • Exception handling capacity through guided process
  • CD Refinance calculator
  • Right sizing penalties

For Management:

  • Monthly performance reporting and ALCO consultations
  • Training
  • No IT project required
  • Ongoing operational support
  • Tools and strategies for managing properly priced certificates

For the Depositor:

  • Robust certificate options for long-term savers
  • Professional service from a knowledgeable frontline
  • Consistency across the organization
  • Tailored certificates customized to fit the depositors’ needs

 

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