What is 360 View CRM?
360 View CRM is a powerful tool designed specifically for banks and credit unions to help create, track, and grow lifelong customers.
Benefits and Insights
Why use 360 View CRM?
Key differentiators & advantages of 360 View CRM
- 360 View offers all the insight you need at your fingertips. - See all customer data in one place—combining core account and third-party data into a comprehensive view. Now credit card, business merchant, wealth management, or online banking account data can combine with core checking or savings account information, allowing you to leverage data to build strong relationships.
- 360 View is designed to be used by everyone on your staff. - An intuitive interface makes it easy to track and report on each stage of your sales and service path while automated incentive programs prompt and encourage the process.
- 360 View is ready to meet the real needs of your culture. - Our completely customizable platform allows you to tailor 360 View to match your unique workflows and processes, including custom dashboards, reporting, marketing programs and more.
- 360 View integrates seamlessly with existing platforms. - 360 View is easily implemented with any core processing platform. Our team of integration experts will ensure that your system is optimized and stays that way.