Build better customer relationships and grow your business.
Get the best view of your customers
See all Core account and third-party data for your customers in one place
Complete customer history
View entire history of customer interactions with every employee in your organization
Information at your fingertipsCustomized dashboards allow you to see the most important information immediately
Flexibility to meet your needs
Completely customizableTailor 360 View to match your unique workflows and processes
Track & report
Track and report on each stage of your sales and service processes
Define households the way you want to see them and know the true value of each account and their relationships
The tools to build relationships
Easy to useCreate and track your pipelines, referrals, and service resolutions easily
It's all automated
Automate your marketing programs to improve your onboarding campaigns and cross-sell opportunities
Mine your customer data, easily create marketing campaigns, and see how profitable your relationships are to your organization
Tailored goal & incentive plans
Reward your employees
Incentivize employees with measurable sales goals
Keep employees informed on where they stand in meeting goals and what incentive opportunities they may be eligible for
Save time with automation
Remove the administrative burden and automate your entire goals and incentives process – or let us create one for you
Pop-up tech to enhance customer experience
Deliver the right message to the right customer
Create client-specific messages that “pop up” when frontline employees interact with your customers
Never miss a moment of opportunity
Take advantage of every moment of opportunity no matter what system your employee is using
Know the results of all your pop-up messages to see what converts and what doesn’t
A CRM System Your Whole Organization Will Love
Your Executive Team
Easy access to high level reports from all lines of business at any time
Your Marketing Team
Segment customers and visually create automated step-by-step marketing campaigns
Your Sales & Service Team
See all customer info and interactions in one screen to improve customer experience and drive sales
“360 View has helped us take our Customer Relationship Building to the next level! It allows us to stay on task with events, activities and customer lists to maintain focus on our Top Clients. As an added bonus, many of our manual reports have now been automated, making it a real time-saver.”Karen Whitman
We stand out. In a good way.
Designed for Banks & Credit Unions
Built to fulfill your specific needs!
Experts in the Industry
Over 25 years of experience in banking!
Here to help you from implementation to seasoned user!
“360 View allows bankers to better serve their customers by gathering critical, individual information that allows the banker to craft tailored solutions. In addition, 360 View allows continuity of service across an organization that benefits the customer and allows fellow employees to avoid “dropping the ball” in the service chain.”Michael Cartoscelli
360 View CRM is a powerful tool designed specifically for banks and credit unions to help create, track, and grow lifelong customers.
360 View is sleek and seamless, working with your core banking systems and third party providers to extract key information in a standardized, comprehensible format. Simply put, we provide you the best and most complete view of your customers.
We help Banks and Credit Unions build better relationships and create great customer experiences.
As a preferred service provider of the Independent Community Bankers of America (ICBA), we are at the forefront of the growing tech trend in the financial industry.