David Acevedo

Director of Sales at 360 View CRM. Helping banks and credit unions see the value of implementing CRM to build profitable, long-term client relationships. Specialize in developing meaningful employee incentive plans that drive performance and results. Offline, you can find me at the Jersey Shore or on the golf course, which also includes the “19th Hole.”
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Recent Posts

Marketing to Millennials: Steering a Generation’s Financial Future

Posted by David Acevedo


A shift in wealth is happening. 75% of the global workforce will be Millennials by 2025. They will have 3.39 trillion in spending power by 2018 according to the Federal Reserve. Marketing to Millennials is no longer a trend. It’s a must.

However, many financial institutions don’t fully understand what is at stake when you apply the same messaging and tone that you’re currently applying to Gen X and Baby Boomers to Millennials. Millennials are a distinct audience and they require customized, targeted marketing tactics and customer service.

At The Financial Brand Forum 2017 conference, Oregon Community Credit Union’s Deborah Mersino  shared how her organization has combined research, digital channels, a unique brand tone and imagery into an overall strategy that spiked Millennial growth by 11%. It all started with building a marketing campaign specifically targeted at that demographic.

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Topics: Sales & Marketing, In the News

4 New Ways Technology Will Impact Banking in 2017

Posted by David Acevedo


In 2017, research indicates that technology will become an even higher priority for banks and credit unions across the country. Here are some of our top predictions for how technology will affect the banking industry over the next 12 months — and how you can  position your organization for success this year.

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Data That Takes the Selling Out of Sales

Posted by David Acevedo


No one likes to be “sold.” Your current and prospective customers can identify a one-size-fits-all selling methodology from miles away, and it immediately creates distance and distrust. Treating every customer the same, regardless of the customer lifecycle or their individual needs, is a guaranteed way to limit potential revenue and profitability. If you want to be effective, you need a more segmented, targeted, and personalized approach to sales.

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Topics: Sales & Marketing, Pop-up Technology, Customer Segmentation

Boost Sales Performance Through Actionable Data

Posted by David Acevedo


As the financial industry continues to change, customers are demanding a better, more customized banking experience. They want to be treated as individuals (right now, less than 30 percent of consumers believe that offers from their banks are customized for their specific needs). For this reason, financial institutions have begun to develop strategies for identifying and meeting unique customer needs while optimizing their market share, value and profits.

This challenge requires financial institutions to leverage data to better serve customers. Luckily, banks and credit unions have a wealth of customer information at their fingertips to help them understand current and prospective customers’ needs — and you can use this data to improve customer experience and boost sales performance by implementing data-driven sales and service initiatives. In this post, we’ll lay out some proven strategies that will help you turn your customer data into actionable analytics.

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Topics: Sales & Marketing, CRM, Customer Segmentation, Actionlytics

5 Simple Cross-Selling Strategies for Creating Loyal Customers

Posted by David Acevedo


Ask any banker if their institution is effective enough in their cross-sell efforts and you are likely to get a resounding no. Ask them why, as we recently did in a phone interview of our clients, and you are likely to hear a similar theme from all of them:

  • “Our biggest obstacle is converting branch staff from a service to sales culture…”
  • “It is difficult getting personnel trained to sell…”
  • “Community banks just don’t have a selling culture…

Even with these concerns, the reality is that your growth and competitive goals all hinge on more effective cross-selling to existing customers. To remedy these common problems, it will require a significant change in how you approach cross-selling.

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Topics: Sales & Marketing, CRM, Customer Experience