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

Why Your Customers Want You to Have a Strategy

Posted by Keith Twisdale


When it comes to your customers, “strategy” can sometimes be misconstrued as a negative or deceptive approach, but that couldn’t be further from the truth. Having a strategy in place isn’t about convincing customers they need something they don’t; it’s about equipping your organization to meet customer’s real needs with the right service at the right time.

Research has shown that companies who skillfully manage and execute customer experience strategies reap enormous rewards. They achieve higher customer satisfaction, reduced churn, increased revenue, and more.

Maximizing revenue and creating a loyal customer base revolves around strong customer engagement. But you can’t just expect customer satisfaction; you have to proactively plan for it. You need a game plan in place for helping serve customers better — and they would agree.

Here’s why.

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Topics: Sales & Marketing, CRM, Customer Experience

A Scalable Strategy for Treating Customers Like Family

Posted by Keith Twisdale


Does your bank’s value proposition sound something like this? “We have great relationships with our customers. We treat them like family: We know their names, their kids’ names and their birthdays.”

If so, congratulations — that’s no small feat! You’re likely building loyal customers and brand advocates that will help you grow your business and maximize your bottom line. But what happens when you expand past the point of being able to know every single one of your customers?

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Topics: Profitability, Sales & Marketing, Customer Experience

Leverage a Comprehensive View of Your Customer for Improved Profitability

Posted by Keith Twisdale


If you’re like most financial institutions, visibility into your customer’s profitability is limited. Core data alone just doesn’t show you the full picture. As a result, you likely don’t have the right information to assign costs to their accounts and come up with a specific net profit for that relationship to get a full view of your customer. In this post, we’re offering some ideas for tapping into the data to see your customer.

See the True Value of the Relationship

Years ago, customer profitability was based on industry standards but now, with the latest technology, you have access to the data to make this bank-specific and tailor those benchmarks to your institution. By bringing in information on costs, fees, and rates from your core system — along with the ability to create soft costs parameters such as overhead, data processing, and loan loss provision — you are able to gain unprecedented insight into your customer’s profitability.

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Topics: Profitability, CRM, Customer Segmentation