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 tool which provides outreach scalability and promotion of customer retention through cross-selling techniques...." Peer review from inBusiness Services

Peer review evidence (same sources as the product rating summary)

"...Create your own marketing campaigns and report on successes...." The Growth Platform for Banks and Credit Unions
"...When Time A Practical Guide to Data Analytics 40 mins Previously Recorded Building a Killer Onboarding Program 40 mins Previously Recorded How to Use Technology to Empower..." The Growth Platform for Banks and Credit Unions
"...Goals & Incentives Banks are realizing the value of incentive plans for attracting and retaining motivated employees...." The Growth Platform for Banks and Credit Unions

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.

360 View CRM Customer wins, Customer success stories, Case studies

What makes 360 View CRM ideal for Motivation Management?

What makes 360 View CRM ideal for Cross Selling?

 

Providence Bank & Trust - Banking - Small

Chicago, USA

Providence Bank & Trust used the 360 View growth platform to gain better insight into customer profitability. The bank wanted to know which customers and products drove the most profit. 360 View prov...ided easy-to-use CRM tools and detailed profitability reports. After implementation, the bank saw 100% employee adoption and a 67% year-over-year increase in service charges on checking accounts. Staff spent less time on admin tasks and more time with customers. The bank now uses data to guide business strategies and target marketing.

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First Federal Savings Bank - Banking - Medium

Evansville, USA

First Federal Savings Bank used 360 View to fix siloed customer data and weak marketing. The bank sent over 32,000 onboarding emails in three months. They opened 1,200 new accounts and welcomed 400 n...ew customers in six months. New account openings rose by 24% per month. Staff now have a full view of customer relationships. The marketing team launched four campaigns in four months using the platform.

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Providence Bank & Trust - Banking - Medium

USA

Providence Bank & Trust needed a better way to manage customer relationships. They chose the 360 View growth platform for its profitability insights. The platform helped them increase profit and make... real, positive change. The bank used these insights to improve their business. 360 View supported their growth and transformation.

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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 News

M&A

Abrigo Acquires 360 View to Power Data-Driven Growth for Financial Institutions

Abrigo has acquired 360 View, a CRM and marketing automation platform for banks and credit unions. This acquisition aims to integrate 360 View's capabilities into Abrigo's suite, enhancing data-driven growth strategies for financial institutions. The merger will unify customer data and streamline growth efforts, aligning with Abrigo's strategy to provide comprehensive data analytics solutions.

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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