The Evolution and Impact of CRM in Financial Institutions

Today we're joined on the Banking Transformed podcast by David Acevedo, president of 360View. David discusses the critical importance of developing a comprehensive understanding of customers in the banking industry. We delve into how a 360-degree customer view can transform marketing, analytics, product development, and overall customer experience.

Acevedo discusses the challenges and benefits of implementing a holistic customer data strategy and provides practical advice for banks looking to enhance their customer understanding.

This episode of Banking Transformed Solutions is sponsored by 360View

360 View is the CRM Platform developed for banks and credit unions, providing the necessary tools to maximize your team’s performance. Their solution offers the best 360-degree view of your customers empowering you to make smarter decisions and grow your relationships. The platform includes CRM, Marketing Automation, Analytics, Profitability, and Goal and Incentive Tracking and was recently named a Top CRM Solution by Banking CIO Outlook.

For more information visit www.360view.com