
360 View CRM is a web-based software solution that can be hosted at your institution or via the web. This relationship management system imports all your customers core and third-party accounts and services on a daily basis while rebuilding the customer relationship, regardless of any CIF core deficiencies, into one customer view so that your customer’s relationship to others and their value to your institution are instantly recognizable. This software was developed by financial institutions for financial institutions and has been field tested, with proven ROI results, for over five years by small and large community institutions representing ten plus core-application vendors.
The 360 View software and development team have been recognized as a technology leader by the Independent Community Bankers of America (ICBA) who chose 360 View CRM as their preferred service provider for relationship management to their member banks. |
Free Webinars
Oct. 21 - Marketing Campaigns - Target, Cross-sell, Track, and Follow-up Using Relationship Software
Dec. 16 - Demo of 360 View CRM

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See 360 View in action and learn what it can do for you and your institution >>>
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