Blog

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 Mon Feb 18 21:32:45 2019

The Importance of System Integration: 2019 Financial Marketing Trends [Part 2]

Financial System Integrations

In the second installment of our 2019 Financial Marketing Trends blog series, we want to explore what system integration via open architecture will look like for community banks and credit unions this year and beyond.

The financial industry is currently experiencing a transition from using all-in-one technology to focusing more on third-party partnerships. This means rather than relying on one system for everything, financial institutions are tapping multiple systems for varying functions.

As a result, they require robust system integration built on open APIs. This open architecture allows systems to speak to each other so information can easily flow throughout the bank.

What are the benefits of this approach to system integration in 2019?

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Topics: Sales & Marketing, CRM, Data Analytics

http://www.360view.com 360 View Mon Jun 03 14:34:46 2019

A Closer Look at Data Analytics: 2019 Financial Marketing Trends [Part 1]

Financial Marketing Analytics

At the end of last year, we gave our predictions of the top four financial marketing trends that will impact banks and credit unions in 2019. We thought we’d dive a bit deeper into each trend, so you can prepare your organization to make the most of your marketing efforts this year.

First up is increased data analytics capabilities. As data analytics continues to grow in importance, financial institutions will have more opportunities to embrace artificial intelligence (AI) and machine learning, which will require an elevated data analyst role and robust CRM integrations.

What does this mean for financial marketers who choose to focus more on data analytics?

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Topics: Sales & Marketing, Data Analytics

http://www.360view.com 360 View Mon Oct 28 16:23:27 2019

What’s on Deck for 2019: Financial Marketing Trend Predictions

2019-financial-marketing-trend-predictions

Another year has almost come and gone, and now it’s time to start looking ahead to what 2019 will bring. With emerging technologies and evolving customer expectations in the financial industry, community banks and credit unions need to be prepared to adapt their approaches to marketing, sales, and customer service in the coming year.

Here’s what we predict will be the top four financial marketing trends in 2019 — stay focused on these to get the most ROI from your marketing efforts this year.

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Topics: Sales & Marketing

http://www.360view.com 360 View Wed Apr 24 18:22:32 2019

A Millennial Marketing and Recruitment Plan

millennial-marketing-and-recruitment

With projections to be the largest living generation by 2019, millennial shave significant influence over the success of businesses in almost any industry. They are the fastest  growing customer base, with 85.3 million people in the U.S., and are expected to make up 44% of the workforce by 2022.

So, if your bank or credit union is not focusing on this demographic in your marketing or recruitment efforts, it’s time to make a change. Consider these tips for incorporating millennials in your marketing and recruitment plans.

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http://www.360view.com 360 View Fri Jun 29 17:57:04 2018

7 Steps to Building a Killer Onboarding Program

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