Blog

Keith Twisdale

National Sale Representative and Relationship Builder at 360 View CRM. You can find me sharing best practice expertise on CRM and demonstrating our awesome system to banks and credit unions all over the USA. When not on the phone or traveling to a prospect, I can be found hanging out with the “Fam”.
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Recent Posts

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 Wed Dec 12 18:20:01 2018

How to Grow Your Corporate Customer Base

grow-corporate-customers

For community banks and credit unions, commercial marketing can and should look very different from retail marketing.

That’s because these two customer types have different banking needs, priorities, and preferences. If you’re looking to grow your corporate customer base, you need to have a clear understanding of all of these factors so you can effectively reach your targets.

Follow these three tips as you create and execute your corporate marketing strategy.

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Topics: Sales & Marketing

http://www.360view.com 360 View Thu Nov 29 22:07:46 2018

Why Budget for a CRM in 2019

Budget-for-CRM-in-2019

The fourth quarter of the fiscal year is half over and that means budget planning is well underway. No, not the most exciting thing to do in the remaining months of 2018, but necessary nonetheless.

There are a lot of factors that go into a bank’s budget, but one thing that’s important not to overlook is your technology investment. And, this starts with a robust CRM platform.

With the right CRM in place, you’ll be equipped to launch strategic sales, service and marketing initiatives that benefit your business and attract the right customers in 2019. Consider the following reasons for including a CRM in next year’s budget.

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Topics: Sales & Marketing, CRM

http://www.360view.com 360 View Tue Aug 21 18:23:52 2018

How to Build on the Unique Credit Union Customer Experience for Ongoing Success

customer-experience-teller

Each year, Temkin Group releases its Temkin Experience Ratings, which serves as a customer experience benchmark for the banking industry. In the 2018 rankings, credit unions tied for the top spot based on scores in three categories: success, effort, and emotion.

Credit unions’ membership business model, favorable rates, and flexibility all make them appealing to consumers. But, in the age of instant gratification and digital customer proximity, it’s important for credit unions to adapt to new customer experience (CX) approaches so they can maintain member loyalty.

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Topics: Customer Experience

http://www.360view.com 360 View Thu Jun 07 15:52:40 2018

Prioritizing People: How Banks & Credit Unions Can Maintain High Employee Satisfaction

employee-satisfaction

When it comes to talent management, it’s important that banks and credit unions focus not only on attracting and hiring top employees, but also on retaining them. High staff retention helps ensure consistent business operations, low overhead costs, and a positive company culture.

It’s no secret that happy employees are more likely to stay, so what does it look like to make employee satisfaction a top priority at a bank or credit union? Below are three tips for improving employee satisfaction across your organization to realize higher retention rates overall.

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Topics: Goal and Incentive Plans