Blog

Don’t Lose Sight of Your Brand

Posted by Rebecca Key

dont-lose-sight-of-brand

Technology has changed the way financial institutions conduct their operations and market to customers, and it’s nearly impossible for banks and credit unions to be successful without it. With new innovations in artificial intelligence, data analytics, virtual reality, and more, there are a lot of possibilities for tapping into customer behavior and executing more targeted marketing strategies.

But, it can be easy to get too focused on the prospect of new technology and insights that the core of your company - your brand - gets lost. That’s why your IT decisions must align with your overall brand strategy.

Consider these tips for how you can use technology not only to expand your customer base, but to enhance your brand awareness and achieve broader marketing goals.

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Topics: Sales & Marketing

How to Choose and Implement the Right CRM

Posted by Rebecca Key

10-minutes-with-David-Acevedo

Customer relationship management (CRM) platforms continue to be a staple in sales and marketing departments across financial institutions. According to the 2018 Guide to Financial Marketing, 54% of organizations have a CRM, and 22% intend to have one within the next 12-18 months.

For those 22% looking to implement a CRM platform, there are a lot of factors that go into making a decision and then actually implementing the system. In a recent interview with St. Meyer and Hubbard, 360 View Senior Vice President and National Sales Director David Acevedo shared his thoughts on how to select and implement the right CRM for your business.

Here’s what he had to say:

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Topics: Sales & Marketing, CRM

Why Budget for a CRM in 2019

Posted by Keith Twisdale

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

Revamping Your Mobile Marketing Strategy

Posted by Rebecca Key

revamp-mobile-marketing

Mobile marketing used to be a rarity, something that would set a business apart among its competitors. Not anymore. Now, mobile is necessary for maintaining a strong presence or implementing a successful marketing strategy in any industry.

In 2017, smartphone unit shipments didn’t increase for the first time ever, as market penetration was maximized. Not only that, but consumers are now spending approximately 3.3 hours a day consuming digital media on their mobile devices. It’s been a long time since phones were only used to make calls or send text messages.

You can’t afford to miss opportunities to reach your customers where they spend so much of their time. Consider these tips for revamping your mobile marketing strategy to remain competitive in the digital age.

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Topics: Sales & Marketing, Customer Experience

7 Steps to Building a Killer Onboarding Program

Posted by David Acevedo

onboarding-mail-blog

For retail banks, customer acquisition costs are high, and often don’t generate a positive business return. In fact, more than 40% of new customers will churn before costs are recovered, resulting in a negative value for the bank. This puts a lot of pressure on banks to make sure their customers are hooked from the get-go. The customer experience starts with onboarding, and the first 90 days can make or break your customer relationships.

There’s a lot that goes into making your onboarding program as effective as possible. Keep these seven steps in mind to ensure your customers stick around for the long run.

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Topics: Sales & Marketing, Customer Experience