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

Make It Personal: Growing Your Bank Through Customer Relationships

In today’s financial market, growth is your top priority — and your biggest challenge. Often a company’s first instinct ...

Why Your Customers Want You to Have a Strategy

When it comes to your customers, “strategy” can sometimes be misconstrued as a negative or deceptive approach, but that ...

A Scalable Strategy for Treating Customers Like Family

Does your bank’s value proposition sound something like this? “We have great relationships with our customers. We treat ...

Leverage a Comprehensive View of Your Customer for Improved Profitability

If you’re like most financial institutions, visibility into your customer’s profitability is limited. Core data alone ...