360 View Launches Major Upgrade to Bank and Credit Union Platform

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Technology solutions provider upgrades offering to harness data, stimulate growth, and to respond to demands of a new generation of customers

Our solution goes well beyond CRM, allowing banks and credit unions to manage tasks, automate marketing, track goals and incentives, and get insight into customer profitability.

Nashville, Tenn.-based 360 View, a provider of relationship management technology solutions for financial institutions, is launching a major upgrade to their offering.

The company’s platform – which was created by bankers, for bankers in 2001 – was born out of experiencing customers’ frustration for existing, inadequate tools, and resulted in an application that would bring together all of the tools banks and credit unions need to maximize their team’s performance.

360 View - The Growth Platform boasts a significant increase in flexibility, offering a wide range of customizations and robust integrations, along with a subscription model to accommodate smaller teams.

“Our solution goes well beyond CRM, allowing banks and credit unions to manage tasks, automate marketing, track goals and incentives, and get insight into customer profitability – all while providing richer relational experiences that respond to individual customer needs,” said 360 View’s Co-Founder, Chris Green. “The new release is the culmination of client input, advanced technology enhancements, and insight from our research on the best tools to empower optimized, person-centered customer experiences.”

360 View’s functionality includes:

The ability to manage all contacts, from customers and prospects to employees and vendors.

The flexibility to build custom workflows for any activity, including creating and tracking pipelines and referrals, managing and resolving service requests according to specific standards of the organization, and more.

Marketing automation to allow for ease of mining customer data, creating lead lists, automating onboarding, and tailoring campaign creation.

The opportunity to build customized goals and incentives programs to amplify the strengths of teams.

Custom dashboards that give employees a look at customer data most important to them, including daily checks on progress toward goals and future payouts.

“Google and Facebook have raised the bar for user expectations – especially among Millennials,” said Green. “The standards are changing fast and we are working hard to equip the banking industry with the tools they need to meet the demands of this generation.”

360 View’s latest white paper, Growing Local Banks in the Millennial Market, takes a deep dive into how local community banks can respond to this generation of brand loyal, digital natives that expect convenience and sophisticated tools. To learn more, download the full white paper at http://go.360view.com/growing-local-banks-in-the-millennial-markets.

To learn more about 360 View – The Growth Platform, contact David Acevedo, senior vice president, national sales director at dacevedo(at)360view(dot)com.

Link to media resources: https://www.360view.com/media-kit/

About 360 View
Founded in 2001, Nashville, Tenn.-based 360 View has more than 15 years of experience serving the financial industry. Created by bankers for bankers, 360 View brings together multiple solutions under one comprehensive tool, 360 View – The Growth Platform. It empowers banks and credit unions to harness personalized customer data, allowing the right products to be recommended at the right time. More than a CRM, 360 View allows financial institutions to manage tasks, track goals and incentives, and get insight into profitability, all while providing richer relational experiences that are personalized to every customer’s unique needs. For more information, visit 360view.com.

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Amy Kovar
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