

Unlocking Customer Opportunities with a 360-Degree Perspective
Sep 5, 2024
David Acevedo, president of 360View, explores the transformative power of a 360-degree understanding of customers in banking. He discusses how this holistic view enhances marketing, product development, and customer experience. Acevedo shares insights on the importance of integrating CRM systems with core banking and the role of technology in improving client relationships. He also highlights the challenges of tech adoption and advocates for strategic partnerships, particularly for smaller financial institutions, to leverage data insights effectively.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
The Evolution and Impact of CRM in Financial Institutions
02:44 • 2min
Navigating Tech Adoption in Finance
04:54 • 4min
Enhancing Banking CRM through Data Insights
08:59 • 22min
Overcoming Stagnation in Financial Services
31:08 • 5min
Transforming Banking through Innovation and Insight
36:20 • 2min