Our Solution

360 View is the growth platform developed for banks and credit unions, providing all the tools necessary to maximize your team’s performance.

CRM

Personal Relationships, Enhanced by Technology

Demonstrating that you can understand — and meet — customers’ specific needs is critical. Empower organizational growth by providing a richer relational experience.

CRM

As the demand for personalized service continues to increase, banks must harness their customer data to meet that demand. One of the best ways to communicate to your customers that you know them and understand their needs is to recommend the right products at the right time. To grow, banks need a place where every customer touchpoint is logged in real-time.

Details

  • Get a 360-degree view – see relationships, products and services, profitability, and more
  • Manage unlimited contact types such as vendors and employees
  • Track all customer touchpoints
  • Leverage the power of personalized dashboards
  • Build custom workflows
  • Create and track pipelines and referrals according to your organization’s standards
  • Manage and resolve service requests according to your organization’s standards
  • Track loan past dues
  • Enjoy robust reporting

Marketing Automation

Scalable Personalized Communication

You need the ability to scale personalized outreach throughout the customer life cycle. Promote customer retention and grow relationships through targeted marketing communications.

Marketing Automation

Tailoring interactions communications to each customer’s specific profile is vital to retaining and growing those relationships. Marketing messages, prompted during frontline interactions and through automated email campaigns, empower effective cross-selling by using data-driven automation to identify what products or services to offer your customer.

Details

  • Easily mine your customer data and create lead lists
  • Automate your onboarding process
  • Effectively cross-sell the right product to the right person at the right time
  • Segment customers to personalize marketing efforts and messaging
  • Automate touchpoints to help bankers stay in touch with their customers
  • Create your own marketing campaigns and report on successes

Goals & Incentives

Motivate Employees to Empower Sales Efforts

Attracting, retaining, and empowering motivated employees is essential to growing your financial institution. With 360 View, you can track and reward employees for measurable sales goals.

Goals & Incentives

Banks are realizing the value of incentive plans for attracting and retaining motivated employees. By automating the process of tracking employee goals and incentives, both employees and their supervisors will have access to timely information that helps enact behavioral change and achieve organizational goals.

Details

  • Track and reward employees for measurable goals
  • See results daily
  • View available payouts through employee scorecards
  • Customize your own plan or let us create a plan specific to your organization

Profitability

Understand & Grow Your Customer Relationships

Without a full view of relationships and profitability, your staff is ill-equipped to build trust seize cross-sell opportunities. Quickly know the value of your accounts and steps to grow them.

Profitability

Between core banking and ancillary systems, most banks struggle to see the full view of the customer that would reveal profitability and inform growth strategies. Banks need insight into the entire relationship with the customer and their overall profitability to drive effective customer service, sales efforts, and organizational growth.

Details

  • Quickly know the value of your accounts and household relationships
  • See customer ranking, trends, and month-to-date profitability
  • Beyond just the customer’s account balance, see true account profitability
  • Get hard costs import from account and soft cost allocations
  • Know that data is based on your cost to do business, not some industry standard
  • See a customer’s value over time
  • Create retention programs around your best customers
  • Build growth programs to develop your unprofitable customers

We are experts in the industry, with over 25 years of experience in banking.

With superb customer support, we are here to help you from implementation to seasoned user.