|
|
|
|
Financial institutions have been relationship-based organizations from the time of the first deposit and loan. But as they have grown, institutions
have been challenged to serve larger more diverse communities. The 1960s and 70s delivered processing systems; the 80s brought about data storage
and database managers; the MCIFs of the 90s created households and applied analytics; and now there’s a movement to build bridges to a holistic
view of the customer. And behind this movement is the simple desire for a financial institution to “know
its customer” the way it used to in the beginning, like a neighbor.
|
The tool for this movement is 360 View CRM. One quick customer look-up will show a customer’s primary
accounts, secondary ownership, household value, loan guarantor and deposit signor relationships, and those they influence in “Sphere of Influence”.
From here this intuitive tool will allow you to manage all customer touches. 360 View brings you back to the way it used to be, when we knew a
customer for their entire relationship, not just as a bit of data.
|
A movement or a solution can only be as powerful as the community that supports it! The 360 View community
is comprised of an innovative team of developers and a group of relationship-focused financial institutions of all shapes and sizes. Together,
developer and institution are building more than a software solution; they are building a community committed to delivering this movement of
financial institutions to their desired destination—the best possible view of the customer at a moment's click.
|