The Agenda

Sunday, September 11

5:00pm - 6:30pm

Welcome Reception
Stop by Kitchen Notes located off the lobby of The Omni for a cocktail and light bites and meet your fellow attendees and the 360 View Team. Don't miss this before you head to dinner. We can't wait to welcome you to Nashville!

Monday, September 12

8:30 AM

Registration

9:00 AM

Welcome and Kick-off

9:15 AM

Client Marketing Wins: Thinking Outside of the Box
Your colleagues will share ways that they use Marketing functionality to build “outside of the box” campaigns and reporting.

10:00 AM

Market Segmentation: Work Smarter, Not Harder
Find out how you can turn data into action with Market Segmentation. The Market Segmentation Analysis encompasses the study of data, modeling, and predictions to identify segments that have growth potential.  By understanding your target markets, you will have the ability to leverage areas of opportunity to enhance your marketing strategies and achieve the goals of your organization.

11:00 AM

By Popular Demand: Your 360 View Peers!
Always a crowd favorite, we will kick off The View 2022 hearing from some of our rockstar administrators! Learn what other financial institutions have been up to over the last few years including best practices for advancing usage and building innovative processes within CRM.

11:45 - 1:00 PM  - Lunch provided at the Omni

1:00 PM

Instant Connection: The 360 View API
You have probably heard of an API, but what exactly can it be used for? This session will cover everything from API basics, use cases from actual 360 View clients, and information on how to get started with your own API project. You will gain an understanding how the API is different from traditionally imported data and the many possibilities that exist for customizations.

2:00 PM

The Doctors Are In: Panel Discussion
Struggling with how to get your Commercial Team to finally use 360 View? Not sure how to implement those great ideas you learned at a previous 360 View Conference? Trying to figure out how to best implement or re-implement 360 View to gain better usage throughout the organization? You’re not alone, and help is only a session away. Come spend some time with our resident experts to learn how they’ve implemented solutions to keep 360 View visible and usable for ALL employees at their financial institution. They have the prescriptions to make everything better for you and your entire team.

3:00 PM

Roundtable Networking Session with All Attendees and 360 View Team Members
Reunited and it feels so good! As always, our annual roundtable discussions will provide you with an opportunity to build stronger relationships within our community, discuss real world experiences with 360 View, and have some fun while we do. We’ll end the day with a drink and a round of 360 View 21 questions!

6:30 PM

Monday Night Event  at Nashville's Famous Green Room

Come dressed in your best black and white attire to celebrate our "21st Birthday" with some 21-themed activities. Try your luck at one of our black jack tables or challenge your friends to a round of Prosecco pong, all while feeling the beats from DJ Dan. There will be plenty of food and drink. We'll have a few other surprises, so don't miss the chance to let loose and join the celebration!

Tuesday, September 13

9:00 AM

Day 2 Kick-off

9:15 AM

A 360 View of 360 View
Join us for an exciting presentation of all the great things being planned at 360 View.  From company updates to a sneak peak at the new look and feel of 360 View along with what’s on the horizon, this private showing will surely get you excited to bring back information to your team on the direction 360 View is taking in the not-so-distant future. 

10:00 AM

A Wealth of Knowledge
You don’t need a crystal ball to learn what you “don’t” know about your clients. You just need to attend this session to learn how to use Wealth Engine’s Demographic and Wealth data appended to your 360 View personal prospect and client records to make the most out of your cross-sell programs. Understanding your prospect/clients true potential is now right at your fingertips. Data is only data – unless you do something with it. Come hear Eric Ash from Wealth Engine talk about how they source the data to make it valuable and see Joyce Colin demonstrate how to make that data actionable with 360 View’s Actionlytics. A wealth of knowledge is waiting for you! Your head will explode!

11:00 AM

Breakout Session
Mobile App Overview
Learn the steps to implement the 360 View Mobile App and walk through the screens and functionality of the tool.

Breakout Session
The Building Blocks of Goals & Incentives
The 360 View Goal & Incentives Module offers endless customizations, but there is a ton of “out of the box” functionality available too! Join this session for a refresher of functionality which does not require any custom code. This is intended for both current users of G&I and those considering adding the module in the future.

Breakout Session
Winning with Constant Contact: Keep Going, Keep Growing
Automate your email delivery using our 2-way integration with Constant Contact to deepen your customer relationships.

11:45 - 1:00 PM  - Lunch provided at the Omni

1:00 PM

Live Town Hall Session
Join us for our first live-event Town Hall that will take place during The View ’22 and help us celebrate the three-year anniversary of 360 View Town Hall! This will be an interactive event led by Client Services that focuses on topics important to the 360 View User Community. We promise to bring the fun to this special Town Hall anniversary event. 

2:00 PM

Breakout Session
Introduction to Deposit and Loan Collections within 360 View
Your payment is late! 360 View’s Past Due Module provides quick access to past due customers within 360 View. Better understand the entire value of the relationship before you begin your collection efforts and automate the entire process. Your managers will be able to track the collection efforts of your loan officers, read through their past activity collection notes and determine where the holdups are to better direct your officers next steps. Create letters with pre-filled past due account detail and collection officer information. 360 View Overdraft Module does more than generate letters or export charge-offs to 3rd party collection companies. It also builds a database of anyone who has ever had an overdraft status. Hear directly from a client who successfully uses the module for recovering delinquent demand deposit monies with programs that includes an off ledger, 0% interest repayment program to achieve the best results. Standard Reports are included with both modules (we all love reports!) Don’t walk to this session…run! Your loan collectors will love you! Your Management Team will love you more!

Breakout Session
Making “Good Customers” Great Customer!
Anyone at your organization ever say “they’re a good customer!”  Really, are they? What defines a “good customer.”  Imagine having the right tool to determine who are your good customers, but also determine how you can increase their value to make them a great customer!  360 View’s Profitability Module brings you all the information you need to cross-sell the “right” products and services that increase overall value and create programs to retain your best customers.  Attend this class if you want to “wow” your CFO and help your organization get an ever better return on their 360 View investment!

Breakout Session
New & Improved Customer Onboarding Journeys
Take your new customer through an onboarding journey that incorporates initial engagement, personalized relationship expansion all while creating value and reliability to optimize customer experience at the Financial Institution.

3:00 PM

Breakout Session
Innovative Service Requests
“Incidents” sometimes get a bad reputation. The word can sound negative, but this is not always the case! This session will share innovative use cases from a variety of 360 View clients. Learn how others are using CRM to track internal processes, customer/member service requests, and more.

Breakout Session
Marketing MCIF Reports
Is Marketing MCIF Reporting still valuable in today’s day and age? Find out how MCIF Reporting in 360 View is different than outside MCIF systems. We will cover ways that 360 View can take MCIF reporting to another level.

4:00 PM

Conference Closing Remarks