Keith Twisdale

National Sale Representative and Relationship Builder at 360 View CRM. You can find me sharing best practice expertise on CRM and demonstrating our awesome system to banks and credit unions all over the USA. When not on the phone or traveling to a prospect, I can be found hanging out with the “Fam”.

Posts by Keith:

Main Categories

Marketing Automation

Goals & Incentives

How Your Bank Can Grow It's Corporate Customer Base

For community banks and credit unions, commercial marketing can and should look very different from retail marketing. ...

grow-corporate-customers

Why You Should Budget for a CRM in Banking

There are a lot of factors that go into a bank’s budget, but one thing that’s important not to overlook is your ...

Budget-for-CRM-in-2019

How to Build on the Unique Credit Union Customer Experience for Ongoing Success

Each year, Temkin Group releases its Temkin Experience Ratings, which serves as a customer experience benchmark for the ...

customer-experience-teller

Prioritizing People: How Banks & Credit Unions Can Maintain High Employee Satisfaction

When it comes to talent management, it’s important that banks and credit unions focus not only on attracting and hiring ...

employee-satisfaction

How Universal Bankers Break the Silo Culture

“Silos of expertise.” “Working in silos.” Given how often we use “silo,” most of us should be walking around with ...

Why a CRM Makes Sense

When it comes to keeping track of current and potential customers, many banks and credit unions have yet to consider a ...