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.”

Posts by David:

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

One common misconception about digital banking is that customers no longer desire in-person bank int...

Data Management Outsourcing: 2019 Financial Marketing Trends [Part 3]

How are you managing your data? That’s the question of the hour for banks and credit unions in 2019....

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

In the second installment of our 2019 Financial Marketing Trends blog series, we want to explore wha...

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

At the end of last year, we gave our predictions of the top four financial marketing trends that wil...

What’s on Deck for 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 br...

A Millennial Marketing and Recruitment Plan

With projections to be the largest living generation by 2019, millennial shave significant influence...