David Acevedo

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.”

Posts by David:

Main Categories

Marketing Automation

Goals & Incentives

Boost Sales Performance Through Actionable Data

As the financial industry continues to change, customers are demanding a better, more customized banking experience. ...

5 Simple Cross-Selling Strategies for Creating Loyal Customers

Ask any banker if their institution is effective enough in their cross-sell efforts and you are likely to get a ...

Get Motivated: The Power of Real-Time Goal & Incentive Tracking

An effective goal and incentive plan is essential to the success of any financial institution’s overall sales strategy. ...

Meet Your Banking Customers at the "Moment of Opportunity"

Every day, you’re engaging with your customers in the “moment of opportunity” — but are you capitalizing on the chance ...

Introducing the New & Improved CRM 101 [White Paper]

CRM is gaining greater priority for decision makers at financial institutions. Research shows that financial ...

360 View Is Hittin' the Road

It's that time of year again...we're packing up and hittin' the road to the fall conferences. This weekend, September ...