Designed for the financial industry from the ground up by experienced bankers, 360 View goes beyond CRM. We offer a complete suite of tools to help you maximize your team's performance and grow your institution. Never let service suffer even while you scale!
Marketing Automation That Provides Personalized Experiences
Tailoring interactions to each customer’s specific profile is vital to retaining and growing those relationships. Marketing messages, prompted during frontline interactions and through automated email campaigns, empower effective cross-selling by using data-driven automation to identify what products or services to offer your customer.
A CRM on its own can tell you a lot about a customer’s relationship with your financial institution by consolidating account information and providing a complete view of all products and services owned. Now, imagine taking your CRM to the next level with true intelligence that goes beyond account balance. Our Actionlytics tool does just that.
A CRM on its own can tell you a lot about a customer’s relationship with your financial institution by consolidating account information and providing a complete view of all products and services owned. Now, imagine taking your CRM to the next level with true intelligence that goes beyond account balance.
We’re not kidding when we say 360 View is made by bankers, for bankers. Our team members have extensive experience in the financial industry. We know all of the financial acronyms like the back of our hand, and many of our team members have a decade or more tenure at 360 View (which means we won’t ever transfer you around to find a specialist).
