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Effective URL: https://www.360view.com/
Submission: On June 18 via api from US — Scanned from DE
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AcceptDecline Skip to main content Menu * Solutions * Our Approach * Pricing * Resources Show submenu for Resources * Resource Library * Blog * FAQ * About Show submenu for About * About Us * Careers * Investor Relations * The View 2024 * Contact Us * REQUEST A DEMO * Solutions * Our Approach * Pricing * Resources Show submenu for Resources * Resource Library * Blog * FAQ * About Show submenu for About * About Us * Careers * Investor Relations * The View 2024 * Contact Us * REQUEST A DEMO THE CRM FOR BANKS AND CREDIT UNIONS Get a holistic view of your customers and the means to serve them better with the CRM made by bankers, for bankers. Let’s Chat THE CRM FOR BANKS AND CREDIT UNIONS Get a holistic view of your customers and the means to serve them better with the CRM made by bankers, for bankers. Let’s Chat GO BEYOND YOUR CORE SYSTEM TO START TRACKING INTERACTIONS, NOT JUST TRANSACTIONS We know how frustrating having multiple disparate records for the same customer in your core system can be. How much more could you do if all customer information and touch points were in a consolidated view? Customers can feel whether your employees are missing context. Effortlessly share knowledge amongst your team with a CRM that integrates with your core banking system. THE HERO ROW TITLE Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut. Lorem ipsum dolor. Call to Action CRM SOFTWARE THAT HELPS BANKS AND CREDIT UNIONS SCALE Be Confident in Your Financial Institution’s Health Gather valuable insights into account data, profitability, and trends to inform successful business decision-making. Learn More Gain Internal Efficiencies to Improve Service Lean on automation to replace manual tasks and tracking so your employees are free to focus fully on the customer. Learn More Maximize Customer Data for Effective Marketing Grow relationships through personalized marketing efforts with scalable outreach throughout the customer lifecycle. Learn More NOT SURE WHAT CRMS ARE ALL ABOUT? Our "Getting Started with CRM Guide" will help you better understand the basic tenets of what makes for a good CRM. Read Now WHAT WE OFFER CRM As the demand for personalized service rises, banks must harness their customer data to provide exceptional experiences. Marketing Automation Tailoring interactions to each customer’s specific profile is vital to retaining and growing those relationships. Analytics Gain valuable insights from customer data so you can take the right actions for your business at the right time. Consultation With our decades of financial background, we speak your language! We'll help guide you to your desired outcomes. SEE HOW 360 VIEW CRM CAN TRACK AND STREAMLINE YOUR SALES PROCESS ACROSS BUSINESS LINES Download a step-by-step view of how 360 View can track and streamline your sales process across business lines. See how customer service rep John uses 360 View CRM to ensure his customer Sam gets all the communication he needs while building a lasting relationship. Download Today THE EXPERIENCED, EXPERT GUIDANCE YOU NEED ALL IN ONE PLACE With our extensive banking experience, we understand the challenges that banks and credit unions face. We’ll take the time to delve into your specific needs and provide practical guidance and solutions with our custom CRM platform. Get to Know Our Approach * * The 360 View platform has given us the profitability insight we needed to make real, positive change within our organization. Not only that, but we have gained numerous efficiencies that have allowed our employees to get more customer focused time back in their days. Vince Martinez Vice President of Marketing * * Not only have we been able to streamline our processes and make them more efficient through 360 View, its reporting capabilities and tracking are absolutely priceless! Best investment we’ve ever made! Kayla Curtis First Community Credit Union 1. 2. TRUSTED BY THESE LEADING FINANCIAL INSTITUTIONS OUTCOMES THAT MATTER Executive Insights Operations Efficiency Marketing Execution Executive Insights Operations Efficiency Marketing Execution EXECUTIVE INSIGHTS A COMPANY CULTURE OF STRATEGY Grow your institution with a consolidated, holistic view of all accounts. You'll have all the intelligence you need at your fingertips! OPERATIONS EFFICIENCY FASTER, MORE ACCURATE PROCESSES Effectively manage leads, activities, referrals, pipelines, and service requests. Customer touch points are easily shareable for improved collaboration and a faster service cycle. MARKETING EXECUTION RELEVANT AND TIMELY CONVERSATIONS Manage campaigns and automate email marketing to connect with your audience like never before. Tap into the wealth of information already available to deliver timely, personalized messaging and grow accounts with ease. SET YOUR FINANCIAL INSTITUTION ON A TRAJECTORY FOR SUCCESS WITH CRM Speak to our team about your most pressing customer relationship goals, and we’ll walk you through a tailored demo of 360 View. Schedule a Demo About Us Careers Contact Us The View 2024 1113 Murfreesboro Road Suite 106 PMB 327 Franklin, Tennessee 37064 ©2024 inBusiness Services, Inc. All rights reserved. | Privacy Policy.