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360 View CRM

360 View CRM is a powerful tool designed by industry experts for banks and credit unions to help create, track, and grow lifelong customers.

How do they introduce themselves

See all Core account and third-party data for your customers in one placeView entire history of customer interactions with every employee in your organizationCustomized dashboards allow you to see the most important information immediatelyTailor 360 View to match your unique workflows and processesTrack and report on each stage of your sales and service processesDefine households the way you want to see them and know the true value of each account and their relationshipsCreate and track your pipelines, referrals, and service resolutions easilyAutomate your marketing programs to improve your onboarding campaigns and cross-sell opportunitiesMine your customer data, easily create marketing campaigns, and see how profitable your relationships are to your organizationIncentivize employees with measurable sales goalsKeep employees informed on where they stand in meeting goals and what incentive opportunities they may be eligible forRemove the administrative burden and automate your entire goals and incentives process – or let us create one for youCreate client-specific messages that “pop up” when frontline employees interact with your customersTake advantage of every moment of opportunity no matter what system your employee is usingKnow the results of all your pop-up messages to see what converts and what doesn’tSegment customers and visually create automated step-by-step marketing campaignsSee all customer info and interactions in one screen to improve customer experience and drive salesRequest Live DemoBuilt to fulfill your specific needs!Over 25 years of experience in banking!Here to help you from implementation to seasoned user!Request Live Demo“360 View allows bankers to better serve their customers by gathering critical, individual information that allows the banker to craft tailored solutions.   In addition, 360 View allows continuity of service...

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