5 Reasons CRM Should Be in Your Strategic Plan [Webinar]

Friday, Dec 15, 2017 at 1:00pm CST / 2:00pm EST
Duration: 30 minutes

When it comes to keeping track of current and potential customers, many banks and credit unions have yet to consider a CRM solution. That runs counter to the predicted trajectory of the industry. A PWC report  reveals that while 61% of bankers consider a customer-centric business model to be very important, less than 20% are very prepared for it. Bankers must proactively seek out new tools to build the industry’s more customer-focused business model.

Join 360 View’s national sales representative, Keith Twisdale, for our webinar: 5 Reasons CRM Should be in Your Strategic Plan

During this webinar you will learn:

  • Why technology is essential for better customer service 
  • How a CRM can help you win and retain customers
  • What to look for in a CRM

Learn more about how a CRM can transform your customer relationships. 


Webinar Host:


Keith Twisdale

National Sales Representative | 360 View

With over 15 years of experience in the financial industry, Keith's banking background includes customer service, mortgages, and lending for a large regional bank. Keith spent 10 years working with banks on automation of their mortgage platforms. Currently he is a National Sales Representative for 360 View providing insight into sales and service automation, enhancing business processes and improving overall customer experience through the use of 360 View CRM.