What Exactly Is a Growth Platform? Keys to Financial Marketing Success
As more banks and credit unions have changed their approaches to customer acquisition from in-person...
As President and Director of Sales at 360 View, David helps banks and credit unions see the value of implementing CRM to build profitable, long-term client relationships. He specializes in working with financial institutions to help them retain and grow long-term relationships with their clients. Offline, you can find him at the Jersey Shore or on the golf course, which also includes the “19th Hole.”