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Now is the season for predicting what 2022 will bring. We read all the prominent articles and did the sifting for you. Here are three issues worth your focus.

Everyone agrees a clear peek into the future can be helpful for institutions as they plan for the coming year. Without a functioning crystal ball or a DeLorean-turned-time-machine, we are left to trust industry experts to make their educated predictions. As the requisite “2022 Trends” articles hit the ether, the sheer number of future views can be overwhelming. We decided to cull through the expert opinions and distill the multiple long lists to the most interesting and the largely agreed-upon predictions.

360 View's own David Acevedo joins Shelly Loftin at the American Bankers Association Bank Marketing Conference to discuss the importance of data-driven marketing and how it's changed in light of the pandemic. Financial institutions have always had a lot of data in their core system or MCIF, but the past year and a half has created the need for data to be more accessible and useable. Listen to this 10-minute interview about how using 360 View CRM to access your data can lead to smarter marketing and improve your growth and retention.

CRM: It’s no longer about IF you should, it’s about WHEN you will!

If budgeting for CRM is not in your current plan, it needs to be! The changes wrought by COVID-19 have made CRM the system that ensures “sales are pursued, customers are served, and employees are productive, even when they’re out of the office,” noted Glen Marks at Forbes. With that in mind, here are four tips for budgeting for CRM as you enter this year’s budgeting process.

As a team of former bankers, 360 View understands that adding a CRM to your technology stack is a significant investment. You’ve probably got a lot of questions on your mind as you consider all of the options available to you.

Over the years, we’ve gotten a lot of these same questions from customers and other  banking professionals we’ve spoken with at conferences, on webinars, and during product demos. So, we decided to compile a list of the most common CRM questions we receive and answer them right here.

Check out the top six questions we are asked about CRM software for community banks and credit unions.

As financial activity continues to take place virtually far more often than in person, the payments landscape has undergone significant change. A recent Accenture report predicted that North American banks will lose up to 15% of payments revenue—or $88 billion—over the next three years due to the rise in big tech and fintech companies.

This means to remain competitive, banks will need to re-evaluate the way they handle their payments business line—starting in 2020. Consider the following tips as you explore a strategy for increasing payments revenue over the next year.