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Rebecca Key

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http://www.360view.com 360 View Jan 26, 2023 9:07:28 PM

My Dog Wants to Go to the Bank

dog-going-to-bank

Prioritizing exceptional customer experience

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http://www.360view.com 360 View Apr 12, 2022 1:37:00 PM

Top 5 Banking CRM Myths — Busted!

 

CRM is not a new technology, and there are plenty of misconceptions of it. With those come a handful of myths that linger in the meeting rooms of financial institutions. Here are five common myths about CRM and the truth you need know.

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Topics: CRM

http://www.360view.com 360 View Oct 6, 2021 7:15:13 PM

Podcast: Smart Marketing for Growth & Retention

360View-smart-marketing-growth-retention-aba-bank-marketing

360 View's own David Acevedo joins Shelly Loftin at the American Bankers Association Bank Marketing Conference to discuss the importance of data-driven marketing and how it's changed in light of the pandemic. Financial institutions have always had a lot of data in their core system or MCIF, but the past year and a half has created the need for data to be more accessible and useable. Listen to this 10-minute interview about how using 360 View CRM to access your data can lead to smarter marketing and improve your growth and retention.

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Topics: Sales & Marketing, CRM, CRM Marketing

http://www.360view.com 360 View Dec 2, 2019 3:32:00 PM

Financial Marketing to Each Generation

 

Financial Marketing To each generation

When it comes to marketing at banks and credit unions, millennials get a lot of attention. They’re the largest generation with the biggest workforce, so it makes sense. But, it’s important that you not forget about reaching other generations. Baby boomers, Gen X, and Gen Z are all part of your customer base, and each generation has different financial preferences and priorities.

Let’s take a look at how you can successfully target each one.

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Topics: marketing tools for banks, bank marketing

http://www.360view.com 360 View Oct 28, 2019 4:22:45 PM

How Traditional Banks Can Form Digital Customer Experiences that Matter

 Banking Customer Experience

The continued growth of digital-only banks and higher customer expectations has put pressure on traditional banks to change their approaches to customer service to remain competitive and relevant.

One way to augment your bank's customer experience strategy is to formalize a digital customer experience program with measurable goals. This program can provide a framework for identifying improvement opportunities and executing new technology and processes to address them.

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Topics: Customer Experience, Digital Banking