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http://www.360view.com 360 View Wed May 29 15:15:06 2019

How Banks Can Use CRM Data to Land the Right Customers in 2019

Internet Connected Bank

 

You’ve probably heard the term “data-driven” more times than you can count.

It’s everywhere. From sales to marketing to operations, financial institutions want to do everything they can to be “data-driven.” But, this can often be a cliché if it’s not used as the foundation of an actual plan, strategy, or business effort.

When you take your bank's CRM data and apply it to real business and marketing decisions, it can be the difference between meeting expectations and exceeding them. With the banking industry accounting for 14%, or $22 billion of worldwide data analytics revenue, there is significant opportunity to use data to your advantage. It’s just a matter of identifying the right data to use at the right time to land the right customer.

A robust CRM provides you access to this data, so you can turn leads into customers and customers into bank loyalists. Here are a few types of CRM marketing data to focus on as you build a data-driven strategy.

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Topics: CRM, Data Analytics

http://www.360view.com 360 View Wed May 22 21:46:14 2019

How One Bank Increased Customer Satisfaction by 41%

 Androscoggin Bank

Quality customer service is what separates bad businesses from good businesses and good businesses from great businesses in any industry. Recognizing this, Androscoggin Bank operates on an integrity model that puts client satisfaction above everything else.

This approach worked well for a long time, as the bank built a reputation for delivering community-focused service. But, in 2016, Androscoggin found it was not living up to its reputation and engaged 360 View to provide a solution.

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Topics: Customer Experience

http://www.360view.com 360 View Mon Jun 03 14:36:14 2019

How Traditional Banks Can Form Digital Customer Experiences that Matter

 Banking Customer Experience

The continued growth of digital-only banks and higher customer expectations has put pressure on traditional banks to change their approaches to customer service to remain competitive and relevant.

One way to augment your bank's customer experience strategy is to formalize a digital customer experience program with measurable goals. This program can provide a framework for identifying improvement opportunities and executing new technology and processes to address them.

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Topics: Customer Experience, Digital Banking

http://www.360view.com 360 View Wed Apr 24 18:20:21 2019

3 Game-Changing Ways to Use Your CRM for Customer Journey Mapping

 

Customer Journey Map 2

One rising trend in the financial services industry is the use of a journey-driven transformation approach to optimize the digital banking experience. As part of this approach, financial institutions are making a concerted effort to organize around the customer rather than their products.

This means tracking customer buying habits and activity to better understand their needs throughout their journey with your financial institution. With access to this valuable data and analytics, banks and credit unions can have confidence they’ll get in front of the right people at the right time, something that is especially important when it comesto seasonal buying trends in banking.

Consider the following top benefits of using your CRM to map customer buying behavior and guide your sales and marketing strategies. 

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Topics: Sales & Marketing, CRM, Customer Experience

http://www.360view.com 360 View Wed Apr 24 18:23:09 2019

Customer Experience Management: 2019 Financial Marketing Trends [Part 4]

 

Bank Customer Service

One common misconception about digital banking is that customers no longer desire in-person bank interactions because they can get everything they need from their phones. However, the opposite is true, as a PwC survey found that 60% of traditional bank primary customers say it’s important to have branches in close proximity.

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Topics: Sales & Marketing, CRM, Customer Experience, Digital Banking