Banking CRM vs. Generic Software: 5 Key Differences You Need to Know
Banks and credit unions face a big decision when choosing a Customer Relationship Management (CRM) system: go with a ...
As President and Director of Sales at 360 View, David helps banks and credit unions see the value of implementing CRM to build profitable, long-term client relationships. He specializes in working with financial institutions to help them retain and grow long-term relationships with their clients. Offline, you can find him at the Jersey Shore or on the golf course, which also includes the “19th Hole.”