360 View CRM Overview

360 View CRM is crafted specifically for banks and credit unions, providing a comprehensive understanding of customer interactions beyond basic transactions. Designed by bankers, it enables financial institutions to enhance customer experiences by tracking interactions across various business lines. This CRM helps you streamline sales processes, ensuring that your team can focus on building customer relationships rather than getting bogged down by data entry. One unique feature is its ability to integrate seamlessly with existing systems, offering a unified view of customer data. Financial institutions using 360 View CRM can expect to improve customer satisfaction by tailoring services to individual needs, ultimately driving growth and loyalty.

Use Cases

Customers recommend Campaign Management, Onboarding, Motivation Management, as the business use cases that they have been most satisfied with while using 360 View CRM.

Other use cases:

  • Cross Selling
  • Relationship Management
  • Segmentation And Targeting
  • Personalized Marketing
  • Lead Analytics
  • Engagement Management
  • Products & Pricelist Management
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using 360 View CRM.

Other priorities:

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360 View CRM Use-Cases and Business Priorities: Customer Satisfaction Data

360 View CRM works with different mediums / channels such as Promotions. and E-Mail.

360 View CRM's features include Personalization. and 360 View CRM support capabilities include 24/7 Support, AI Powered, Email Support, etc. also 360 View CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Financial CRM solution for the banking industry and credit unions which helps with customer profitability, automated marketing campaigns, goal tracking and more...." Peer review from inBusiness Services

360 View CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

360-view-crm offers expert assistance for newcomers and advanced solutions for long-time customers. Options are available for every need and budget.

Comprehensive Insights on 360 View CRM Use Cases

What benefits does 360 View CRM offer for Motivation Management?

What Are the key features of 360 View CRM for Cross Selling?

Case Studies

Banking

CASE STUDY Providence Bank & Trust

360 View growth platform helped Providence Bank & Trust get a full view of customer profitability. The bank needed better insights to target marketing and improve pricing. 360 View provided easy-to-u...se CRM tools, profitability reports, and customer segmentation. Providence saw 100% employee adoption. Service charges on checking accounts increased 67% year-over-year. The bank expects an 87% increase by year-end, beating budget by $80,000. Staff now spend more time with customers thanks to automated workflows.

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Banking

CASE STUDY First Federal Savings Bank

360 View helped First Federal Savings Bank fix siloed customer data and weak marketing. The bank used 360 View's CRM and marketing automation platform. They sent targeted emails to over 11,000 custom...ers and opened 500 new product and service accounts in four months. The bank processed over 32,000 emails in three months and saw a 24% monthly increase in new account openings. Staff now have a full view of customer relationships and run more marketing campaigns. The platform improved cross-selling and customer engagement.

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Banking

CASE STUDY Providence Bank and Trust

360 View helped Providence Bank and Trust improve their customer relationship management. The bank needed a better CRM system. They chose the 360 View growth platform. This led to increased profit an...d positive change. The platform gave them new profitability insights. The bank made real improvements using these insights.

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360 View CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.20/5 ★

Read Reviews (14)
Analytics

3.95/5 ★

Read Reviews (12)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.20/5 ★

Read Reviews (14)
Analytics

3.95/5 ★

Read Reviews (12)

Software Failure Risk Guidance

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for 360 View CRM

Top Failure Risks for 360 View CRM

360 View Profile

Company Name

360 View

Company Website

https://www.360view.com/

HQ Location

545 Mainstream Drive, Ste 250, Nashville, TN 37228, US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE