Audience
Banks and credit unions seeking for a platform to provide them growing tools for maximize performance
About 360 View CRM
Demonstrating that you can understand — and meet — customers’ specific needs is critical. Empower organizational growth by providing a richer relational experience. As the demand for personalized service continues to increase, banks must harness their customer data to meet that demand. One of the best ways to communicate to your customers that you know them and understand their needs is to recommend the right products at the right time. To grow, banks need a place where every customer touchpoint is logged in real-time. You need the ability to scale personalized outreach throughout the customer life cycle. Promote customer retention and grow relationships through targeted marketing communications. Tailoring interactions communications to each customer’s specific profile is vital to retaining and growing those relationships.
Integrations
Company Information
inBusiness Services
Founded: 2001
United States
www.360view.com
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
360 View CRM Frequently Asked Questions
360 View CRM Product Features
Financial CRM
Household Tracking
Marketing Management
Account Alerts
Asset Management
Expense Tracking
Influence Tracking
Lead Management
Relationship Tracking
Team Assignments
Territory Management