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http://www.360view.com 360 View Wed Sep 30 12:44:41 2020

A Must-Have in Your 2021 Budget

2021-budget-CRM

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

In light of 2020, budgeting for CRM should be near the top of your list. While many banks and credit unions continue to have reduced or no lobby hours, the ability to offer efficient and effective remote banking is driving the business. If the question used to be, “Should I or when should I budget for CRM?” the current question is “How do I budget properly for CRM?” or even “How do I revise my strategic plan to reflect the large role CRM is now playing in day-to-day banking, then budget accordingly?”

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.

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Topics: CRM

http://www.360view.com 360 View Wed Feb 19 21:04:15 2020

Your Top Banking CRM Questions: Answered

crm-questions-answered

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.

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Topics: CRM, financial services CRM

http://www.360view.com 360 View Wed Jan 15 15:16:21 2020

Payments Got You Down? Keys to Your Bank's Revenue Growth in 2020

2020 Bank Growth

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.

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Topics: bank marketing, financial customer service, financial services CRM

http://www.360view.com 360 View Mon Dec 02 15:32:00 2019

Financial Marketing to Each Generation

 

Financial Marketing To each generation

When it comes to marketing at banks and credit unions, millennials get a lot of attention. They’re the largest generation with the biggest workforce, so it makes sense. But, it’s important that you not forget about reaching other generations. Baby boomers, Gen X, and Gen Z are all part of your customer base, and each generation has different financial preferences and priorities.

Let’s take a look at how you can successfully target each one.

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Topics: marketing tools for banks, bank marketing

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