David Acevedo

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.”

Posts by David:

What’s on Deck for 2019: Financial Marketing Trend Predictions

Another year has almost come and gone, and now it’s time to start looking ahead to what 2019 will br...

A Millennial Marketing and Recruitment Plan

With projections to be the largest living generation by 2019, millennial shave significant influence...

7 Steps to Building a Killer Onboarding Program

For retail banks, customer acquisition costs are high, and often don’t generate a positive business ...

High Interest Rates Signal a Change in Marketing Strategy

When the Federal Reserve recently raised the federal funds rate, and set off a rise in short-term in...

What the Dodd-Frank Reform Bill Means for Small Banks and Credit Unions

The United States Senate recently voted to repeal parts of the Dodd-Frank bill governing financial i...

Making Things Simple: How Lakeland Bank Used 360 View to Simplify and Connect Operations

Photo credit: The Sparta Independent Management gurus tout the value of building successful companie...