A CRM Built By Bankers, for Bankers

Designed for the financial industry from the ground up by experienced bankers, 360 View goes beyond CRM. We offer a complete suite of tools to help you maximize your team's performance and grow your institution. Never let service suffer even while you scale!

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Get the Full Picture with 360 View

Gain Holistic Business Insights

Easily condense all sources of customer information into a single view with shareable custom dashboards and reports.

Automate Processes at Scale

Replace manual processes with automation to track customer touch points across the organization efficiently.

Elevate the Customer Experience

Truly know your customers and proactively identify the most helpful opportunities related to their journey.

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Our Suite of CRM Products to Build Better Customer Relationships

We customize our suite of products to design a unique solution for your financial institution.

Popular 360 View Features

Customer Touch Point Tracking

Create and track activities, referrals, pipelines, and service requests according to your organization’s standards.

Customer Journey Automation

Save employees time by letting automation do the heavy lifting along each stage of the customer journey.

Reporting and Dashboards

Robust reports and dashboards allow you to see data, trends, and account health quickly. Share with others in a single click.

Cross-Sell Opportunity Identification

Let the CRM spot potential account growth or relationship-building data, then notify the employee.

Accurate List Segmentation

Easily mine your customer data and create lead lists, then further segment based on true intelligence.

Marketing Campaign Management

Create workflows, emails, and communications to reach specific audiences with personalized messaging.

See How 360 View Solves for Financial Institutions

When this community bank realized they needed a better CRM system, the 360 View platform was the key to increased profit and positive change.

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We Integrate with All Core Systems

Marketing Automation That Provides Personalized Experiences

Tailoring interactions to each customer’s specific profile is vital to retaining and growing those relationships. Marketing messages, prompted during frontline interactions and through automated email campaigns, empower effective cross-selling by using data-driven automation to identify what products or services to offer your customer.

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Let Meaningful Analytics Drive Business Direction

A CRM on its own can tell you a lot about a customer’s relationship with your financial institution by consolidating account information and providing a complete view of all products and services owned. Now, imagine taking your CRM to the next level with true intelligence that goes beyond account balance. Our Actionlytics tool does just that.

Let Meaningful Analytics Drive Business Direction

A CRM on its own can tell you a lot about a customer’s relationship with your financial institution by consolidating account information and providing a complete view of all products and services owned. Now, imagine taking your CRM to the next level with true intelligence that goes beyond account balance.

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More Ways to Add Value

SmartPops

With intuitive marketing at its finest, help your team help the customer using on-screen alerts of relevant opportunities.

Goals & Incentives

Motivate your workforce by tracking and rewarding employees for achieving their sales goals. It's a win for both sides!

Profitability

See beyond account balances into true account and relationship profitability, then build growth and retention programs according to trends.

It’s Uncanny How Well We’ll Get Along

We’re not kidding when we say 360 View is made by bankers, for bankers. Our team members have extensive experience in the financial industry. We know all of the financial acronyms like the back of our hand, and many of our team members have a decade or more tenure at 360 View (which means we won’t ever transfer you around to find a specialist). 

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Set Your Bank or Credit Union Up for Success

You’ll need the right software and team supporting you to reach the next level of service. Let’s connect!

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