At 360 View, we have one mission: to provide the best customer relationship management platform for banks and credit unions in the business.

Discover what makes 360 View unique.

With more than 15 years of experience serving the financial industry, we understand the challenges you face and our team is committed to working with you every step of the way to ensure success.

Powerful

360 View offers all the insight you need at your fingertips.

See all customer data in one place—combining core account and third-party data into a comprehensive view. Now credit card, business merchant, wealth management, or online banking account data can combine with core checking or savings account information, allowing you to leverage data to build strong relationships.

Easy

360 View is designed to be used by everyone on your staff.

An intuitive interface makes it easy to track and report on each stage of your sales and service path while automated incentive programs prompt and encourage the process.

Flexible

360 View is ready to meet the real needs of your culture.

Our completely customizable platform allows you to tailor 360 View to match your unique workflows and processes, including custom dashboards, reporting, marketing programs and more.

Compatible

360 View integrates seamlessly with existing platforms.

360 View is easily implemented with any core processing platform. Our team of integration experts will ensure that your system is optimized and stays that way.

Features

The 360 View CRM solution features tools that empower smarter decisions and greater success. Explore the essential tools for relationship management.

Customer View

See a complete view of your customer with profiles that include accounts, relationships, deposits, loans, cross-sell opportunities, and more.

Referral Tracking

Create referrals and send them to the person best able to service the customer. Save time with auto-closing of referrals and no need for manual entry.

Service Resolution

Manage and resolve customer service issues according to your organization’s standards. Escalate service issues for timely resolution.

Pipeline Tracking

Track progress by creating a pipeline for any customer. Build workflows that establish a consistent process, save time, and improve efficiencies.

Activity Tracking

Record important customer and prospect interactions so your team can be more helpful, informed and responsive in every encounter.

Profile Management

Use profiles to manage financial statements, annual surveys, or any additional demographic information to enhance your knowledge base.

Sales Automation

Give your sales team everything they need to prospect, manage contacts, record activities and ultimately close more business opportunities.

Outlook Integration

No need to worry about dual entry into two systems. Our Outlook integration offers two-way synchronization with calendars, emails, and tasks.

Reports

See data the way you want to see it. Access over 150 reports or build your own report with our easy-to-use Report Writer.

Premium Features

For a fuller, broader relational experience.

Actionable Analytics

Take action with analytics. 360 View Actionlytics™ provides a foundation of strong customer segmentation to strategically evaluate your best opportunities for profitable growth.

Pop-up Messages

Prompt employees with customer-specific sales and service messages at your frontline, call center or during any customer interaction with SmartPops™.

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Goal & Incentive Plans

Track and reward employees for measurable sales goals. View results daily. Whether it’s your plan or a plan that we create, we can automate the process for your organization.

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Customer Profitability

Quickly know the value of your accounts and household relationships. See customer ranking, trends, and month-to-date profitability.

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Marketing Automation

Mine your 360 View customer data and easily generate lists to direct your next successful onboarding campaign, direct mail, cross-sell, and more, and then track your results.

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Provide Outstanding Customer Experience

Learn more about what 360 View can do for you!