As a collective of former bankers, our team at 360 View understands the decision involved in integra...
Re-engaging dormant customers is a profit-making engine you don't want to ignore The engine that tak...
Humanizing Digital Customer Experience: A Blueprint for Success In times of crisis, priorities shift...
Unearth Your Data Goldmine: The Power of Data in Financial Institutions In 1849, M.F. Stephenson exc...
As we look forward to 2024, the financial landscape continues to evolve, driven by technological adv...
Prioritizing exceptional customer experience I still go to the bank. I mean, literally, I get in my ...
When navigating the complexities of the contemporary financial landscape, banks encounter plenty of ...
In the ever-evolving world of finance, it's easy to get caught up in the fast-paced developments and...
In the ever-evolving world of finance, it's easy to get caught up in the fast-paced developments and...
When navigating the complexities of the contemporary financial landscape, credit unions encounter pl...
The onboarding process is crucial. It marks the initial interaction with a customer once they have o...
CRM: It's no longer a question of if, but a matter of when! In today's rapidly evolving digital land...
Knowing you need a CRM is only half the battle. Convincing your institution’s decision makers that t...
As your financial institution grows, resources stretch thinner and thinner since employees have more...
With digital disruptors and fintechs posing an ever-increasing challenge to traditional banking, it’...
Whenever a bank fails, it’s bad news for the entire sector. Customers get nervous and start asking q...
Upgrade your goals and incentive program with consolidation and automation. Are you wondering if emp...
You know the term CRM, Customer Relationship Management, but it might be hard to explain why it matt...
A properly planned and timed CRM implementation is a major contributor to its success. Don’t sabotag...
Deepening an existing customer relationship, especially during uncertain economic times, is often a ...
The news feeds are currently full of the 2023 trend articles. We have waded through the buzz and hon...
CRM is not a new technology, and there are plenty of misconceptions of it. With those come a handful...
Now is the season for predicting what 2022 will bring. We read all the prominent articles and did th...
360 View's own David Acevedo joins Shelly Loftin at the American Bankers Association Bank Marketing ...
As a team of former bankers, 360 View understands that adding a CRM to your technology stack is a si...
As financial activity continues to take place virtually far more often than in person, the payments ...
When it comes to marketing at banks and credit unions, millennials get a lot of attention. They’re t...
As more banks and credit unions have changed their approaches to customer acquisition from in-person...
You can create a data analytics strategy for your bank or credit union’s marketing initiatives, but ...
In a January 2019 report, the Credit Union National Association found that more than 118 million Ame...
If you’re part of a community bank or credit union, you know your competitors are increasing by the ...
We’ve already talked about how your CRM can serve as the foundation of a data-driven marketing strat...
You’ve probably heard the term “data-driven” more times than you can count. It’s everywhere. From sa...
The continued growth of digital-only banks and higher customer expectations has put pressure on trad...
One rising trend in the financial services industry is the use of a journey-driven transformation ap...
One common misconception about digital banking is that customers no longer desire in-person bank int...
How are you managing your data? That’s the question of the hour for banks and credit unions in 2019....
In the second installment of our 2019 Financial Marketing Trends blog series, we want to explore wha...
At the end of last year, we gave our predictions of the top four financial marketing trends that wil...
The consumer experience, and consumers’ expectations for their experience has changed significantly ...
Another year has almost come and gone, and now it’s time to start looking ahead to what 2019 will br...
For community banks and credit unions, commercial marketing can and should look very different from ...
A financial institution’s growth starts with its employees. If they’re unmotivated, they’ll be less ...
Technology has changed the way financial institutions conduct their operations and market to custome...
Having a clear, accurate understanding of overall profitability is essential when making strategic b...
With projections to be the largest living generation by 2019, millennial shave significant influence...
Customer relationship management (CRM) platforms continue to be a staple in sales and marketing depa...
The fourth quarter of the fiscal year is half over and that means budget planning is well underway. ...
Data analytics has come to be a widely accepted and necessary part of any marketing strategy in any ...
Each year, Temkin Group releases its Temkin Experience Ratings, which serves as a customer experienc...
Mobile marketing used to be a rarity, something that would set a business apart among its competitor...
For retail banks, customer acquisition costs are high, and often don’t generate a positive business ...
Maintaining a customer base in your CRM is just the first step in using the technology to support yo...
When it comes to talent management, it’s important that banks and credit unions focus not only on at...
A lot has changed in social media marketing over the last five years, but Facebook - the original so...
When the Federal Reserve recently raised the federal funds rate, and set off a rise in short-term in...
The United States Senate recently voted to repeal parts of the Dodd-Frank bill governing financial i...
Credit unions face an array of challenges when it comes to keeping up with the latest technology tre...
Photo credit: The Sparta Independent Management gurus tout the value of building successful companie...
“Silos of expertise.” “Working in silos.” Given how often we use “silo,” most of us should be walkin...
Most banks and financial institutions have realized the cost reduction benefits of digital transform...
Remember how disruptive the first automated teller machines were for banks? Neither do we. Whether w...
When it comes to keeping track of current and potential customers, many banks and credit unions have...
Too many bankers neglect LinkedIn. Compared to other top sales professionals, who log on for about 1...
Replacing or implementing a technology solution can be a game changer for financial institutions. In...
In today’s financial market, growth is your top priority — and your biggest challenge. Often a compa...
By 2025, Millennials will account for 75% of the global workforce. And, at some companies, like Acce...
The financial industry continues to evolve as modern customers are forgoing in-branch interactions i...
A shift in wealth is happening. 75% of the global workforce will be Millennials by 2025. They will h...
According to Eric Ryan, Co-Founder of Method, brand marketing starts with people and then extends to...
As consumers learn to expect on-demand, personalized service in every interaction, marketing teams a...
In today’s crowded competitive landscape, your customers are being bombarded with marketing messages...
The onboarding experience provides the first impression of a financial institution’s level of servic...
How do you focus limited resources on those opportunities that will drive profitable growth in a com...
Banks need something different to empower growth. Existing tools are inadequate and disjointed: bank...
About a year after we founded 360 View, one of our existing clients — a small community bank — asked...
In 2017, research indicates that technology will become an even higher priority for banks and credit...
Before today’s modern customer relationship management solutions, there was the rolodex, appointment...
When it comes to your customers, “strategy” can sometimes be misconstrued as a negative or deceptive...
Year after year, we hear from financial institutions, “We aren’t ready for CRM.” It leads me to wond...
Attracting new customers is the top priority for most banks and credit unions. Getting their attenti...
No one likes to be “sold.” Your current and prospective customers can identify a one-size-fits-all s...
Does your bank’s value proposition sound something like this? “We have great relationships with our ...
As the financial industry continues to change, customers are demanding a better, more customized ban...
Ask any banker if their institution is effective enough in their cross-sell efforts and you are like...
If you’re like most financial institutions, visibility into your customer’s profitability is limited...
An effective goal and incentive plan is essential to the success of any financial institution’s over...
Every day, you’re engaging with your customers in the “moment of opportunity” — but are you capitali...
CRM is gaining greater priority for decision makers at financial institutions. Research shows that f...
It's that time of year again...we're packing up and hittin' the road to the fall conferences. This w...
We get asked all the time, can you tell me the number one thing we can do to ensure that CRM is succ...
UPDATE - This webinar is past, but keep an eye out for upcoming webinars! Thanks to all those who at...
Can I ask you a question....How do you focus limited resources on those opportunities that will driv...
If you are like most of us, you probably have post-it notes littered around your work desk and compu...
We recently published an article, CRM 101 For Banks and Credit Unions, that discusses what CRM is, w...
It's Thursday, May 21st. You know what that means? It's #RedNoseDay! Here at 360 View, our employees...
Welcome to our blog! Super excited to be embarking on this new adventure! We are all dressed and rea...