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David Acevedo

Director of Sales at 360 View CRM. Helping banks and credit unions see the value of implementing CRM to build profitable, long-term client relationships. Specialize in developing meaningful employee incentive plans that drive performance and results. Offline, you can find me at the Jersey Shore or on the golf course, which also includes the “19th Hole.”
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Recent Posts

http://www.360view.com 360 View Thu Jan 20 18:45:06 2022

2022 Bank Marketing Trends: The Curated List

2022-bank-marketing-trends

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.

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Topics: Customer Experience, bank marketing

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 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 Wed May 29 15:00:05 2019

How Banks Can Use CRM Data to Land the Right Customers in 2019

Internet Connected Bank

 

You’ve probably heard the term “data-driven” more times than you can count.

It’s everywhere. From sales to marketing to operations, financial institutions want to do everything they can to be “data-driven.” But, this can often be a cliché if it’s not used as the foundation of an actual plan, strategy, or business effort.

When you take your bank's CRM data and apply it to real business and marketing decisions, it can be the difference between meeting expectations and exceeding them. With the banking industry accounting for 14%, or $22 billion of worldwide data analytics revenue, there is significant opportunity to use data to your advantage. It’s just a matter of identifying the right data to use at the right time to land the right customer.

A robust CRM provides you access to this data, so you can turn leads into customers and customers into bank loyalists. Here are a few types of CRM marketing data to focus on as you build a data-driven strategy.

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Topics: CRM, Data Analytics

http://www.360view.com 360 View Thu Mar 14 19:54:59 2019

Customer Experience Management: 2019 Financial Marketing Trends [Part 4]

 

Bank Customer Service

One common misconception about digital banking is that customers no longer desire in-person bank interactions because they can get everything they need from their phones. However, the opposite is true, as a PwC survey found that 60% of traditional bank primary customers say it’s important to have branches in close proximity.

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Topics: Sales & Marketing, CRM, Customer Experience, Digital Banking