How Banks Can Use CRM Data to Land the Right Customers in 2019
You’ve probably heard the term “data-driven” more times than you can count. It’s everywhere. From sales to marketing to ...
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.”