Blog

Keith Twisdale

National Sale Representative and Relationship Builder at 360 View CRM. You can find me sharing best practice expertise on CRM and demonstrating our awesome system to banks and credit unions all over the USA. When not on the phone or traveling to a prospect, I can be found hanging out with the “Fam”.
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Recent Posts

http://www.360view.com 360 View Tue Jul 23 14:34:14 2019

Rising to the Technology Challenge in Banking

 

banking-technology-challenges

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 Mon Jun 03 14:49:41 2019

How Your Bank Can Grow It's Corporate Customer Base

city at golden hour

For community banks and credit unions, commercial marketing can and should look very different from retail marketing.

That’s because these two customer types have different banking needs, priorities, and preferences. If you’re looking to grow your corporate customer base, you need to have a clear understanding of all of these factors so you can effectively reach your targets.

Follow these three tips as you create and execute your corporate marketing strategy.

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Topics: Sales & Marketing

http://www.360view.com 360 View Thu Nov 29 22:07:46 2018

Why Budget for a CRM in 2019

Budget-for-CRM-in-2019

The fourth quarter of the fiscal year is half over and that means budget planning is well underway. No, not the most exciting thing to do in the remaining months of 2018, but necessary nonetheless.

There are a lot of factors that go into a bank’s budget, but one thing that’s important not to overlook is your technology investment. And, this starts with a robust CRM platform.

With the right CRM in place, you’ll be equipped to launch strategic sales, service and marketing initiatives that benefit your business and attract the right customers in 2019. Consider the following reasons for including a CRM in next year’s budget.

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Topics: Sales & Marketing, CRM

http://www.360view.com 360 View Tue Aug 21 18:23:52 2018

How to Build on the Unique Credit Union Customer Experience for Ongoing Success

customer-experience-teller

Each year, Temkin Group releases its Temkin Experience Ratings, which serves as a customer experience benchmark for the banking industry. In the 2018 rankings, credit unions tied for the top spot based on scores in three categories: success, effort, and emotion.

Credit unions’ membership business model, favorable rates, and flexibility all make them appealing to consumers. But, in the age of instant gratification and digital customer proximity, it’s important for credit unions to adapt to new customer experience (CX) approaches so they can maintain member loyalty.

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Topics: Customer Experience

http://www.360view.com 360 View Thu Jun 07 15:52:40 2018

Prioritizing People: How Banks & Credit Unions Can Maintain High Employee Satisfaction

employee-satisfaction

When it comes to talent management, it’s important that banks and credit unions focus not only on attracting and hiring top employees, but also on retaining them. High staff retention helps ensure consistent business operations, low overhead costs, and a positive company culture.

It’s no secret that happy employees are more likely to stay, so what does it look like to make employee satisfaction a top priority at a bank or credit union? Below are three tips for improving employee satisfaction across your organization to realize higher retention rates overall.

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Topics: Goal and Incentive Plans