Blog

Joyce Colin

National Sales Representative at 360 View CRM. You can find me talking to banks and credit unions every day, building relationships and sharing the knowledge and power that a CRM Tool can bring their financial institution. My years of banking experience have provided me with the ability to provide insight into Sales and Service Automation, Enhancing Business Process Workflows and the Customer Experience through CRM. Outside of the office, I love cooking and baking, and when the weather is warm you can find me at the beach.
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Recent Posts

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

A Must-Have in Your 2021 Budget

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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

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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 Fri Oct 04 19:24:26 2019

Teamwork Makes the Dream Work: Building a Banking Data Analytics Team

 

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You can create a data analytics strategy for your bank or credit union’s marketing initiatives, but if you don’t have the right people in place who can execute on the strategy, it won’t go anywhere. This has become a significant challenge for financial marketers, as a McKinsey & Co survey determined that 80% of banks find it difficult to recruit the right analytics talent.

There are a couple of ways to go about finding your analytics champions: 1) revamp your recruitment strategy, or 2) train current employees to take on these new roles. Either way, you’ll want to follow a few critical steps to ensure you build a team that can deliver the results you desire.

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Topics: Data Analytics, Credit Union Analytics

http://www.360view.com 360 View Tue Sep 17 13:30:00 2019

Credit Union Marketing: Cut through the Noise to Drive Membership

 

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In a January 2019 report, the Credit Union National Association found that more than 118 million Americans currently use about 5,700 credit unions across the country.

Even with this growth, credit unions struggle to compete with bigger banks, as these financial institutions tend to offer much more robust digital banking solutions—a necessity for meeting customer expectations for convenience.

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Topics: Credit Unions, CRM Marketing

http://www.360view.com 360 View Mon Oct 28 16:22:06 2019

Rising to the Technology Challenge in Banking

 

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If you’re part of a community bank or credit union, you know your competitors are increasing by the day. From large, national financial institutions to tech giants like Google and Amazon to digital-only banks, everyone is fighting for your customers.

One thing all of these opponents have in common is tremendous access to robust technology, something that is lacking in smaller scale banking. According to the 2019 Digital Banking Report, 30% of banks stated that access to technology/tools was the top obstacle preventing them from advancing their digital transformation journey.

Now is the time for community banks and credit unions to step up their tech capabilities so they can not only remain viable options for customers, but come out on top in the digital banking battle. No matter the size of your institution, you’ve got to make the most of your technology investment.

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Topics: CRM, CRM Marketing