THE VIEW 2024
A 3-Day Educational and Networking Conference for 360 View CRM Users
SEPTEMBER 22-24, 2024 | WESTIN NASHVILLE
The Agenda
Sunday, September 22
5:00pm - 6:30pm
Welcome Reception
Join us at The Westin for a cocktail and some 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 23
8:00 AM
Breakfast & Registration
A buffet breakfast will begin at 8:00 AM outside our main meeting room. Come get fueled up for a big day and pick up your conference materials.
9:00 AM
Conference Welcome and Kick-off
9:15 AM
Dashboards: What Do I Do with This?
Waylon Envik
Let's look at the types of widgets and dashboards you can create!
10:00 AM
360 View Adoption – Success Stories
Elyse Richmann & Chelsea Daniel
Are you struggling with user adoption of your CRM, and just don’t know what to do to increase engagement? Look no further! We’ve compiled an array of success stories from your peers! Ranging from initial roll-out, multi-year struggles, to unique adoption strategies, these financial institutions are ready to share their tips and experiences with you!
11:00 AM - concurrent sessions
BREAKOUT
Become a Super Administrator Rock Star!
Eric Howe & Andrea Kowalisyn
Join us to discover tips and tricks that empower administrators to maintain 360 View at peak performance. We will cover building a committee of users to facilitate buy-in, monitoring data integrity, routine maintenance guidelines, best practices for engaging with Support, and how to open new custom project requests.
BREAKOUT
Dashboards: Storytelling with Data
Kate Harris
Say “good bye” to endless spreadsheets and instead visualize your results with configurable dashboards and widgets. Lead the conversation and data interpretation with marketing results. Learn from the success of your peers and takeaway ideas for implementation.
BREAKOUT
Driving Efficiency: Hear How Others Are Leveraging 360 View
Jamie Anderson
This session will delve into the realm of innovative use cases of 360 View. Learn how other clients are using CRM to enhance efficiency in their day-to-day operations.
11:45 - 1:00 PM - Lunch provided at The Westin
1:00 PM
The View – 360
Hosted by David Acevedo
Wouldn’t it be great if everyone at your organization saw all the benefits of using 360 View? How can you help your Executive Team get the information they need right on their desktop? What about just getting some new ideas that could add some “wow” to your current 360 View initiatives? Well then you don’t want to miss the “The View – 360.” Back by popular demand, our client discussions continue to be the sessions that you say “give me more!” So come spend some time with our client experts – 360 View power users and learn how they’ve implemented creative ideas to keep 360 View visible and usable by everyone at their financial institutions.
2:00 PM - concurrent sessions
BREAKOUT
API Client Use Cases
Andrea Kowalisyn
How are 360 View clients using the API? Join us to recap past use cases, learn what those clients have done since The View 2022, and discuss brand-new usage. This session is great for a non-technical audience and will include a brief overview of the 360 View API.
BREAKOUT
Getting to Know You – 360 View Relationships
James Algood
An in depth review of how relationships are imported from the core, Product Relationships and Client Relationships.
BREAKOUT
360 View Dashboards 101
Eric Howe
A great analogy for dashboards is, “I want to know what time it is, not how to make the watch.” Leadership relies on dashboards to give a high level of impactful information in easy to digest formats. We will cover dashboard basics, which will include display options, security settings, and drill down options.
3:00 PM
Networking Session
Always a crowd favorite, our networking session promises to offer you the opportunity to chat with other attendees, share ideas, meet the 360 View team members, and have some fun.
Monday Night Roof Party - time TBD
Join us for dinner and entertainment on the rooftop of The Westin. We will be releasing more details soon!
Tuesday, September 24
8:00 AM
Breakfast
A buffet breakfast will begin at 8:00 AM outside our main meeting room.
9:00 AM
Day 2 Kick-off
9:15 AM
How to Navigate the Changing Landscape in Banking and Maintain Excellent Customer Service with the Power of 360 View
Joyce Colin
In recent years, the banking industry has seen a shift in its branch model, with many institutions opting for smaller branch sizes, fewer employees, and Interactive Teller Machines (ITM) "Branch in a Box". While this may be a cost-effective move for the institution, it raises concerns about its impact on customer service—from the front-line to customer care centers to back-office. As the banking industry continues to evolve, it is essential to prioritize the customer experience and leverage technology to deliver exceptional service, increase efficiency ratios regardless of branch size or staff levels on all fronts. Learn more about the power of 360 View and how essential it is for your institution to remain competitive, retain customers, provide personalization, empower employees, capture customer data, and provide the service tools needed in today's environment and in the future.
10:00 AM
The Power in Marketing Data
Elyse Richmann & Kate Harris
Take your marketing and customer acquisition strategies to a whole new level using your own customer data! Market segmentation is no longer a buzz term, but a way of organizing your data to create campaigns of highest impact. Gone are the days of blanket marketing, say hello to customer centric approaches.
11:00 AM - concurrent sessions
BREAKOUT
Empower User Engagement with a CRM Relaunch
Jamie Anderson
If you are looking to increase user engagement, this is the session for you! We will review how you can successfully relaunch your CRM. From reimagining user experiences to implementing new features and functionalities, we will provide tips and best practices for planning, executing, and measuring the impact of a CRM relaunch.
BREAKOUT
An Overview of 360 View Marketing
James Algood
A high-level overview of how 360 View’s Marketing module works, including associating individuals with marketing and how marketing offers are created.
BREAKOUT
AI: More Than Buzzwords!
Waylon Envik
Instead of having Conversational AI or Generative AI do the work for us, we're going to have an "old-fashioned" conversation about AI. The world of AI is huge and changing rapidly. Everyone seemingly refers to all the things in this huge domain as "AI", but what does that really mean? What are your primary use cases? What types of AI are you most excited about? What is compliance telling you? Come prepared for an interactive discussion about what AI tooling you would like to see in 360 View! (Content not generated by ChatGPT.😄)
11:45 - 1:00 PM - Lunch provided at The Westin
1:00 PM
Live Town Hall Session
Join us for our second live-event Town Hall! This will be an interactive event led by our Client Relations Team that focuses on topics important to the 360 View User Community. We promise to bring the fun to this special Town Hall event.
2:00 PM - concurrent sessions
BREAKOUT
Goal & Incentives: Current Trends + Plan Ideas
Andrea Kowalisyn
Creative users of 360 View’s Goal & Incentives module are designing plans around “out of the box” functionality. We love the results which include decreased cost + spin up time and increased control for administrators! This session will discuss current trends in plans and share design ideas to minimize custom code.
BREAKOUT
Advanced Marketing
Elyse Richmann
Have you launched a seamless onboarding process, but want to learn what else 360 View’s marketing module can do for you? In this session we’ll explore elements of automation, pipeline and process automation, and dynamic customer feeds.
BREAKOUT
Didja Know? Little Known Uses and Features of 360 View
Eric Howe & James Algood
3:00 PM
Navigating Tomorrow: Unveiling the 360 View Roadmap
Waylon Envik & David Acevedo
Join us for an unveiling of the 360 View roadmap, charting the course for future innovation. We’ll provide an in-depth exploration of the strategic initiatives, key features and all the great enhancements that will move 360 View forward. You’ll also get your chance to discuss some of the key thoughts on your mind that will be used in consideration for future initiatives and roadmaps. Be a part of the future and join us!
4:00 PM
Conference Closing Remarks