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http://www.360view.com 360 View Mon Oct 28 16:34:35 2019

What Exactly Is a Growth Platform? Keys to Financial Marketing Success

 

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As more banks and credit unions have changed their approaches to customer acquisition from in-person relationship building to digital engagement, they need advanced back-end technology to support this transition.

That’s why 360 View offers so much more than a customer relationship management tool; our growth platform is designed specifically with your needs in mind to help maximize your team’s overall performance.

So, what exactly does this look like? Let’s dive deeper into how each module in the platform works together not only to support your marketing initiatives, but to drive real business growth.

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Topics: Digital Banking, CRM Marketing

http://www.360view.com 360 View Fri Oct 04 19:24:26 2019

Teamwork Makes the Dream Work: Building a Banking Data Analytics Team

 

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You can create a data analytics strategy for your bank or credit union’s marketing initiatives, but if you don’t have the right people in place who can execute on the strategy, it won’t go anywhere. This has become a significant challenge for financial marketers, as a McKinsey & Co survey determined that 80% of banks find it difficult to recruit the right analytics talent.

There are a couple of ways to go about finding your analytics champions: 1) revamp your recruitment strategy, or 2) train current employees to take on these new roles. Either way, you’ll want to follow a few critical steps to ensure you build a team that can deliver the results you desire.

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Topics: Data Analytics, Credit Union Analytics

http://www.360view.com 360 View Tue Sep 17 13:30:00 2019

Credit Union Marketing: Cut through the Noise to Drive Membership

 

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In a January 2019 report, the Credit Union National Association found that more than 118 million Americans currently use about 5,700 credit unions across the country.

Even with this growth, credit unions struggle to compete with bigger banks, as these financial institutions tend to offer much more robust digital banking solutions—a necessity for meeting customer expectations for convenience.

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Topics: Credit Unions, CRM Marketing

http://www.360view.com 360 View Mon Oct 28 16:22:06 2019

Rising to the Technology Challenge in Banking

 

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If you’re part of a community bank or credit union, you know your competitors are increasing by the day. From large, national financial institutions to tech giants like Google and Amazon to digital-only banks, everyone is fighting for your customers.

One thing all of these opponents have in common is tremendous access to robust technology, something that is lacking in smaller scale banking. According to the 2019 Digital Banking Report, 30% of banks stated that access to technology/tools was the top obstacle preventing them from advancing their digital transformation journey.

Now is the time for community banks and credit unions to step up their tech capabilities so they can not only remain viable options for customers, but come out on top in the digital banking battle. No matter the size of your institution, you’ve got to make the most of your technology investment.

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Topics: CRM, CRM Marketing

http://www.360view.com 360 View Mon Jun 17 15:00:05 2019

3 Actionable Ways to Implement Analytics at Your Bank or Credit Union

 

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We’ve already talked about how your CRM can serve as the foundation of a data-driven marketing strategy  for your bank or credit union. But, you can get even more value out of CRM data when you apply analytics to your strategy.

This is especially pertinent when it comes to identifying and maximizing wealth management opportunities for your customers. As millennials become the largest generation, their wealth is also increasing. In fact, a Deloitte report found that “Until 2020, the aggregated net worth of global millennials is predicted to more than double compared to 2015.”

The way banks and credit unions market to this growing customer segment will need to account for continued wealth accumulation. Here are three ways you can apply wealth data to campaigns and use analytics to grow your bank’s reach and revenue.

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Topics: CRM, Data Analytics