Blog

You know the term CRM, Customer Relationship Management, but it might be hard to explain why it matters to your bank or credit union. With customer relationships at the heart of banking, and technology ever evolving to help, CRM is now the norm across many industries and for good reason.

Deepening an existing customer relationship, especially during uncertain economic times, is often a banker’s best investment.

Cross-selling, or selling products to existing customers, is a smart move for banks and credit unions. And with inflation and possible recession in play, cross-selling makes more sense now than ever.

The news feeds are currently full of the 2023 trend articles. We have waded through the buzz and honed in on what sounds like the best advice for bank marketers in 2023.

As 2023 begins, banks and credit unions are rolling out the plans made last quarter. No doubt some of those initiatives will be just right for what is coming, and some may require adjusting. The prognosticators are appropriately out and about making their own adjustments to what they predicted six months ago. In reading the lists, we have gleaned five trends impacting bank marketers that are worth considering as 2023 begins.

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.

As more banks and credit unions have changed their approaches to customer acquisition from in-person relationship building to digital engagement, they need advanced back-end technology to support this transition.

That’s why 360 View offers so much more than a customer relationship management tool; our growth platform is designed specifically with your needs in mind to help maximize your team’s overall performance.

So, what exactly does this look like? Let’s dive deeper into how each module in the platform works together not only to support your marketing initiatives, but to drive real business growth.