Elyse Richmann

With 24 years in the financial services and software industry, Elyse’s banking experience spans Retail Management, Marketing, Operations and CRM Implementation. As 360 View’s AVP and Director of Professional Services, she specializes in developing marketing automation campaigns, customer journeys, market segmentation, and helping financial institutions achieve success with their 360 View CRM.

Posts by Elyse:

Main Categories

Marketing Automation

Goals & Incentives

Personalized Marketing in Banking: Use Cases and Benefits

Personalized marketing in banking has transitioned from a luxury to a necessity in today’s competitive financial ...

The Right CRM Data To Grow Your Banking Business

How do you focus limited resources on those opportunities that will drive profitable growth in a competitive ...

4 Ways to Transform Your Financial Marketing Strategy

As consumers learn to expect on-demand, personalized service in every interaction, marketing teams at financial ...

7 Essential Components to an Effective Onboarding Program

The onboarding experience provides the first impression of a financial institution’s level of service — an impression ...

Improve Customer Retention & Satisfaction Through Effective Onboarding

Attracting new customers is the top priority for most banks and credit unions. Getting their attention, proving your ...