360 View CRM is a tool designed for banks and credit unions to help create, track, and grow lifelong customers. This system is sleek and seamless, working with your core banking systems and third party providers to extract key information in a standardized, comprehensible format. 360 View CRM strives to provide a complete view of your customers, and helps Banks and Credit Unions build better relationships and create great customer experiences. As a preferred service provider of the Independent Community Bankers of America (ICBA), 360 View CRM is part of the growing tech trend in the financial industry.
360 View CRM is a tool designed for banks and credit unions to help create, track, and grow lifelong customers. This system is sleek and seamless, working with your core banking systems and third party providers to extract key information in a standardized, comprehensible format. 360 View CRM strives to provide a complete view of your customers, and helps Banks and Credit Unions build better relationships and create great customer experiences. As a preferred service provider of the Independent Community Bankers of America (ICBA), 360 View CRM is part of the growing tech trend in the financial industry.
Specifications
Business Size
Startup
Deployments
Cloud
Language Support
English
Product Details
Benefits
360 View offers all the insight you need at your fingertips
See all customer data in one place—combining core account and third-party data into a comprehensive view. Now credit card, business merchant, wealth management, or online banking account data can combine with core checking or savings account information, allowing you to leverage data to build strong relationships.
360 View is designed to be used by everyone on your staff
An intuitive interface makes it easy to track and report on each stage of your sales and service path while automated incentive programs prompt and encourage the process.
360 View is ready to meet the real needs of your culture
Our completely customizable platform allows you to tailor 360 View to match your unique workflows and processes, including custom dashboards, reporting, marketing programs and more.
360 View integrates seamlessly with existing platforms
360 View is easily implemented with any core processing platform. Our team of integration experts will ensure that your system is optimized and stays that way.
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