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 Sep 17, 2019 1:30:00 PM

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 Oct 28, 2019 4:22:06 PM

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

http://www.360view.com 360 View Jun 17, 2019 3:00:05 PM

3 Actionable Ways to Implement Analytics at Your Bank or Credit Union

 

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We’ve already talked about how your CRM can serve as the foundation of a data-driven marketing strategy  for your bank or credit union. But, you can get even more value out of CRM data when you apply analytics to your strategy.

This is especially pertinent when it comes to identifying and maximizing wealth management opportunities for your customers. As millennials become the largest generation, their wealth is also increasing. In fact, a Deloitte report found that “Until 2020, the aggregated net worth of global millennials is predicted to more than double compared to 2015.”

The way banks and credit unions market to this growing customer segment will need to account for continued wealth accumulation. Here are three ways you can apply wealth data to campaigns and use analytics to grow your bank’s reach and revenue.

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Topics: CRM, Data Analytics

http://www.360view.com 360 View Jun 3, 2019 2:31:50 PM

Growing Your Business in the Digital Banking Age

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The consumer experience, and consumers’ expectations for their experience has changed significantly over the past decade as digital becomes the way of nearly every industry. And, the banking industry is no exception.

Not only are mobile apps a standard for banks of nearly all shapes and sizes, but now digital-only banks have come on the scene, offering customers opportunities to manage their finances entirely online. The convenience of digital-only banking has put pressure on traditional community banks and credit unions to revamp their own digital strategies, so they can attract and retain more customers.

Here’s what you need to know about the current digital banking landscape and how to remain competitive in it.

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Topics: CRM, Digital Banking

http://www.360view.com 360 View Dec 5, 2018 7:28:32 PM

Is Your Employee Incentive Program Working?

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A financial institution’s growth starts with its employees. If they’re unmotivated, they’ll be less likely to add value or bring in new business. That’s why so many banks and credit unions have implemented employee incentive programs to keep team members motivated and satisfaction high.

There’s a lot that goes into creating a comprehensive incentive program, and it’s important to regularly assess if yours is working effectively. When you’re reviewing your program, consider these three keys to success:

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Topics: Goal and Incentive Plans