Blog

http://www.360view.com 360 View Tue Dec 12 18:09:06 2017

Why a CRM Makes Sense in 2018

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When it comes to keeping track of current and potential customers, many banks and credit unions have yet to consider a CRM solution. That runs counter to the predicted trajectory of the industry. A PWC report reveals that while 61 percent of bankers consider a customer-centric business model to be very important, less than 20 percent are very prepared for it. Bankers must proactively seek out new tools to build the industry’s more customer-focused business model.

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Topics: CRM, Customer Experience

http://www.360view.com 360 View Thu Sep 07 19:51:20 2017

Make It Personal: Growing Your Bank Through Customer Relationships

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In today’s financial market, growth is your top priority — and your biggest challenge. Often a company’s first instinct is to build more products or offer more services that can generate revenue. However, if those efforts are not born out of serving a real customer need, they will be in vain.

Your customers are searching for financial institutions that don’t just satisfy their product and service needs, but prove that they truly understand them, their personal motivations and needs.  In other words, your customers want to feel known. If you are a community bank or credit union, that is probably one of the major reasons they chose to open an account with you (as opposed to a larger bank) in the first place.

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Topics: Sales & Marketing, CRM, Customer Experience

http://www.360view.com 360 View Mon Jun 03 14:44:12 2019

4 Ways a FinTech Solution Can Grow Revenue in 2019

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The financial industry continues to evolve as modern customers are forgoing in-branch interactions in favor of digitally-driven, tech-based banking options. This shift in behavior has left many banks scrambling to find new ways to generate profit and increase revenue.

Leveraging the power of a FinTech solution is an innovative way to combat the challenge of large online banks by improving customer experience and using data to point you toward where your institution is leaving revenue on the table. An integrated FinTech solution can impact sales, marketing, and service efforts, and ultimately, revenue. Here are four ways that a FinTech solution can help drive growth within your organization:

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Topics: Sales & Marketing, CRM, Customer Experience

http://www.360view.com 360 View Tue Jun 13 21:59:42 2017

4 Ways to Transform Your Financial Marketing Strategy

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As consumers learn to expect on-demand, personalized service in every interaction, marketing teams at financial institutions cannot assume they are exempt. Consumers expect their financial institution to provide the right information at the right time throughout their purchase journey. Improving your marketing communication is essential to increasing your marketing effectiveness, building customer trust and, ultimately, growing your business. Here are the top tactics for transforming the way your financial institution approaches marketing.

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Topics: Sales & Marketing, Customer Experience

http://www.360view.com 360 View Tue Jun 27 20:11:38 2017

4 Human Behavior Hacks That Increase Engagement and Response

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In today’s crowded competitive landscape, your customers are being bombarded with marketing messages every day. To stand out, you need more than a targeted list with a compelling offer. You need to tap into the decision-making shortcuts people use when they engage with your organizations.

Nancy Harhut, Chief Creative Officer at The Wilde Agency, is passionate about the impact that decision science can have on marketing. At The Financial Brand Forum 2017, Harhut gave a brilliant presentation about behavior hacks that can increase engagement and response to financial institution’s email and digital marketing efforts. Here are some of the top takeaways:

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Topics: Sales & Marketing, Customer Experience