360 View Named Top CRM Provider for 2024

• Banking CIO Outlook magazine names 360 View a top customer relationship management software solutions provider for 2024.

360 View, trusted provider of customer relationship management software for financial institutions, announced today that they are being recognized by Banking CIO Outlook magazine as a top CRM provider for 2024.

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Banking CIO Outlook Magazine, Customer Relationship Management Software Edition. (Photo: Business Wire)

Offering one of the first CRM’s built specifically for banks and credit unions, 360 View has been serving financial institutions for more than 23 years. Their industry trusted CRM records every customer touchpoint in real time, then channels those interactions into tools that help their clients offer dynamic personalized service.

Banking CIO Outlook is an enterprise technology magazine that offers senior-level technology executives a reliable resource for gaining industry insights and staying abreast of technology trends. The platform regularly evaluates industry providers, and through a nominations process and assessment by an expert panel recognizes top technology companies serving financial institutions.

The Banking CIO Outlook award comes on the heels of several milestones within 360 View: a recent software release including a redesigned easy-to-navigate and visually pleasing user interface, the addition of user-defined dashboards, and a growth-focused restructuring of senior management. Part of that restructuring was naming David Acevedo, former SVP of National Sales, as President. He appears on the cover of the current Banking CIO Outlook magazine representing 360 View as the recipient of the 2024 top CRM provider. In the article, “360 View–Meet the Banker’s Choice CRM,” Acevedo touts their banking experience as a real differentiator, “When you’re partnering with us, and you’re talking to us in the sales process and evaluating different partnerships, we continually prove our experience . . . we are bankers who have actually done it.”

360 View focuses on providing bankers with the tools to better know their customers. Rebecca Key, VP of Marketing explains how listening to their clients and continually improving those tools is all a part of their success: “In marketing particularly, we are excited about the recognition from an industry platform like Banking CIO Outlook, so I hope people read the article and see that one of the things we do best is take great care of our clients. We try to listen and respond. We are making the tool better and more effective for our customers because we are listening.”

Additional Resources

Banking CIO Outlook Article: https://www.bankingciooutlook.com/360-view

Banking CIO Outlook – CRM Edition:

https://www.bankingciooutlook.com/magazines/June2024/CRM_Software/

About 360 View

360 View is the CRM platform developed for banks and credit unions, providing all the tools necessary to maximize their team’s performance. The solution goes beyond CRM, allowing the user to automate marketing campaigns, use analytics to capitalize on cross-sell opportunities, and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs. 360 View was developed by bankers specifically for financial institutions and was just named a top CRM Software Solutions provider for 2024 by Banking CIO Outlook. Request a 360 View demo to experience the difference.

https://www.360view.com

View source version on businesswire.com: https://www.businesswire.com/news/home/20240613238406/en/

360 View named 2024 Top CRM Solutions Provider by Banking CIO Outlook magazine. Read the article, “360 View—Meet the Banker’s Choice CRM.” https://bit.ly/3z3qw60