The CRM for Banks & Credit Unions

360 View is the CRM solution for banks and credit unions giving you the most complete view of your customer. Know your customers better and grow your business.

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A CRM built just for you.

Designed for the financial industry from the ground up by experienced bankers, 360 View goes beyond CRM offering a complete suite of tools to help you maximize your team's performance and grow your institution.

CRM

Get a complete 360-degree view of your customer, their products & services, relationships and much more in one customizable dashboard. 

Marketing Automation

Personalize your outreach and start offering the right product to the right customer at the right time.

Analytics

Take advantage of data analytics to drive targeted marketing for retention and grow opportunities and start getting better results.

Goals & Incentives

Save time by automating the process of tracking employee goals and incentives and motivate them to reach their sales goals.

Unite your teams and keep everyone up-to-date 

With no per-seat license fees, 360 View CRM can be available to everyone in your institution without increasing costs. Having your data available to all your team members means better communication, better customer service and no missed opportunities.

What Makes 360 View CRM Stand Out?

360 View was built by bankers for bankers. We understand the financial industry and the challenges you face. You'll work with our team, no outside consultants, from the very beginning and every step along the way to ensure your success.

Bring all your core data and 3rd party data together for one complete 360-degree view of your customer.
Create and automate endless marketing campaigns aimed at specific targets such as onboarding new customers, retaining top customers, or nurturing current customers.
Save time and money by automating your manual processes like referrals, pipelines, sales follow-ups, service requests, incentives, and more.
Get access to analytics for more intelligent segmentation and better targeted marketing.
Easily create your own reports to see the data how you want to see it.

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Get the right information to your team at the right time, improve your customer experience, automate your manual processes, and start growing your business.

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Stop using spreadsheets and start saving time
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CRM created with the needs of bankers in mind
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360 View integrates with your core banking system

Integrates with your core banking system

360 View seamlessly integrates with your core banking system for up-to-date account and customer information. And you don't have to worry about losing your data if you switch core systems. 360 View goes with you.

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Getting Started with CRM: The Beginner's Guide for Banks & Credit Unions
Learn the basic tenets of what makes a good CRM and how this technology can help your organization’s growth  strategies.
Download the Guide

 

Are you ready to grow?

Schedule a demo today. Every conversation is uniquely tailored to your needs and will address your most pressing questions around growing your financial institution. Fill out the form to get started.

Request a Demo Today