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.
Topics: CRM, Customer Experience, CRM Marketing, financial services CRM
As a team of former bankers, 360 View understands that adding a CRM to your technology stack is a significant investment. You’ve probably got a lot of questions on your mind as you consider all of the options available to you.
Over the years, we’ve gotten a lot of these same questions from customers and other banking professionals we’ve spoken with at conferences, on webinars, and during product demos. So, we decided to compile a list of the most common CRM questions we receive and answer them right here.
Check out the top six questions we are asked about CRM software for community banks and credit unions.
Topics: CRM, financial services CRM
As financial activity continues to take place virtually far more often than in person, the payments landscape has undergone significant change. A recent Accenture report predicted that North American banks will lose up to 15% of payments revenue—or $88 billion—over the next three years due to the rise in big tech and fintech companies.
This means to remain competitive, banks will need to re-evaluate the way they handle their payments business line—starting in 2020. Consider the following tips as you explore a strategy for increasing payments revenue over the next year.
Topics: bank marketing, financial customer service, financial services CRM
