What is 360° View?
360º View™ is a powerful Customer Relationship Management solution
designed uniquely for financial institutions. When we set out to develop 360º
View, we assembled a group of experienced professionals from all walks of the
financial institution industry, threw open the white-board, and did a little
wondering. The ideas generated from these white-board meetings over an 18 month
period were translated into the code that is now the backbone of the 360º
View solution.
The goal of the white-board meetings is now reality; enabling you to see a
complete 360º View of your customer's relationship while tracking referrals
and customer-touches, managing employee goals and incentives, increasing cross-sells,
creating and measuring marketing campaigns, and integrated reporting that puts
all this information in the palm of your hand.
360° View Features
What Our Clients Have to Say About 360° View
"360° View is allowing us to track our customer’s interests like
never before; making us more responsive to their needs while helping us move
closer to a one-on-one relationship with even our smallest customer."
Tim Alford - Retail Director, Citizens Bank
"360° View is allowing me to track all our employee referrals in as
little as 20 minutes where previously it was taking about 20 hours a week; and
better yet, it's all paperless."
Vanessa Woodard - Director Marketing and Business Development, Cumberland
Bank
"My biggest fear in transitioning from a regional bank to a community
bank was that I wouldn’t have access to the same level of technology. 360°
View has proved my fear unfounded by giving me access to robust customer relationship
technology that is more advanced than I had been used to and surprisingly affordable
for a community bank."
Lee Moss - Chairman & CEO, MidSouth Bank, formerly with SunTrust Bank
360° View Add-On Modules
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