360 View CRM Product 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.

Product and Vendor News

How satisfied the customers are with 360 View CRM use-cases

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 Customer Insights, Testimonials and Case Studies

Providence Bank & Trust - Banking

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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First Federal Savings Bank - Banking

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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Providence Bank and Trust - Banking

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

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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