Leverage Data-Driven Insights to Enhance Marketing Strategies and Strengthen Customer Relationships
Having the right data at your fingertips is crucial. Analytics can empower your financial institution to harness customer insights, enabling you to target the right offers to the right people at the right time. With 360 View’s robust analytics capabilities, you can elevate your marketing strategies and deepen customer relationships.
Key Benefits of Our Analytics
Effortlessly Segment Your Customer Base for Personalized Marketing Efforts
With advanced customer segmentation capabilities, you can easily break down your entire customer base into specific groups based on demographics, behavior, financial products, and engagement history. This level of segmentation enables you to tailor your marketing efforts to the unique needs and interests of each group, ensuring that your outreach feels personalized and relevant. By automating the segmentation process, you can scale your marketing campaigns to reach a larger audience while maintaining a high level of personalization, making it easier to nurture relationships and drive engagement across your entire customer base.
AUTOMATED ENGAGEMENT
Streamline Onboarding and Communication with Automated Processes
Automation is key to improving efficiency and consistency in customer engagement. With 360 View’s marketing automation tools, you can streamline onboarding processes, ensuring that new customers receive timely, relevant communication from the moment they join. From welcome emails to educational content and product recommendations, automation allows you to nurture relationships from day one. Additionally, automated follow-up reminders and communication across various touchpoints (e.g., email, SMS, phone) can keep your customers engaged, improving customer satisfaction and reducing manual effort for your team.
Offer the Right Products at the Right Moment to Boost Sales
Cross-selling is most effective when it’s based on data-driven insights into your customers' behaviors and financial needs. By leveraging wealth and demographic data, you can identify opportunities to offer complementary products at the most opportune times. For example, if a customer owns real estate and does not have a loan with your institution, you can automatically trigger targeted offers for mortage products. 360 View’s CRM and analytics tools help you track customer journeys, ensuring that your cross-selling efforts are both timely and relevant and driving increased sales.
Leverage Wealth and Demographic Data to Make Informed Decisions
With instant access to rich demographic and wealth data, such as income, assets, and financial behaviors, you can make more informed decisions about how to engage with customers. Real-time insights powered by WealthEngine™ give you a clear understanding of where your customers stand financially, allowing you to develop more targeted and effective marketing strategies. This data enables you to anticipate customer needs, tailor your product offerings, and prioritize outreach efforts, ensuring that you’re always delivering the most relevant message at the most opportune time.
Focus on High-Potential Deals to Maximize Your Marketing Impact
Marketing and sales resources are often limited, so it’s important to focus your efforts where they will have the greatest impact. 360 View’s analytics capabilities allow you to assess the potential of each deal and prioritize those that are most likely to convert. By using intelligence-driven insights, such as wealth data, customer history, and engagement patterns, you can identify high-potential opportunities and allocate your resources accordingly. This increased focus on higher-value prospects helps maximize the ROI of your marketing campaigns and ensures that you’re investing in the right relationships for long-term growth.
Leveraging analytics gives you deeper insights into your customers.
Not only have we been able to streamline out process and make them more efficient through 360 View, its reporting capabilities and tracking are absolutely priceless! Bestinvestment we've ever made!
