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360 View Mini-Series: Making the Connection – Primary Bank Contact & Primary Branch Assignment
Everyone wants to be connected. This class will discuss how to assign primary bank contacts to your customers and how to use primary branch assignment to assign your customers to a branch automatically. We’ll also cover how this information is used in 360 View. |
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Date:
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February 08, 2012
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Time:
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11:30 AM CT
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Duration:
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45 Minutes
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Benefits of CRM and Overview of 360 View
See firsthand the best Customer Relationship Management system for financial institutions on the market. Feature overview includes: Account and Customer Level Profitability, Core Data Householding, Sales Automation, Goals & Incentives, Prospect and On-boarding Marketing, Overdraft or Loan Collection Management, Customer Incident Tracking, and so much more! |
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Date:
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February 16, 2012
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Time:
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10:00 AM CT
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Duration:
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1 Hour
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Date:
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February 29, 2012
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Time:
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2:00 PM CT
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Duration:
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1 Hour
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Date:
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March 08, 2012
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Time:
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10:00 AM CT
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Duration:
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1 Hour
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360 View Mini-Series: Deletions, Restorations, and Purges
No, this class isn’t about college frat hazing. 360 View is known for storing and keeping information; find out what items can be removed and what can be restored. |
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Date:
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February 22, 2012
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Time:
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11:30 AM CT
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Duration:
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45 Minutes
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360 View Mini-Series: Top to Bottom – An Overview of Incidents
From creation to escalation and everything in between, this webinar will help you resolve all of your incident issues and questions. This class is kind of like working an incident for incidents. |
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Date:
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March 07, 2012
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Time:
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11:30 AM CT
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Duration:
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45 Minutes
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360 View Mini-Series: Get it in the Right Hands – Marketing Action Assignment Hierarchy
Rules are a good thing. We’ll show you how to put the right rules in place to make sure your marketing actions are getting assigned the way you need. |
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Date:
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March 21, 2012
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Time:
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11:30 AM CT
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Duration:
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45 Minutes
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We record lots of webinars, training sessions, and product overviews... some of which are very detailed. We are happy for you to view them, but, in exchange,
we would like to know more about you first.
If, by chance, you are making this request at 2 AM, we are just going to tell you now – we are asleep. But we will process your request during our normal
working hours 8-5 pm Central Time, Monday thru Friday, after which you will receive confirmation approval and password.
We process all requests manually so we can ensure we share our proprietary software and hard work (kind of like sharing our special sauce recipe) with those
who have valid interest and not would-be "special-sauce-makers."
If you've already requested and been approved to view one or more webinars, head on over to
your ThreeSixtyView.com account
to log in and get started.
360 View Incentives Webinar For Prospects
Incentives That Motivate -- An overview of 360 View Standard and Customized Incentive plans led by David Acevedo, Director of Incentives for inBusiness Services.
[watch webinar]
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360 View Profitability & What-If-Pricing Webinar
This webinar discusses the best practices in determining Customer Profitability. It includes demonstrations of the 360 View Profitability system to highlight how What-If-Pricing, Funds Transfer Pricing, Loss Provisions, Cost Allocation, and Relationship Householding all play a part in getting the best measure of Customer and Account level profitability.
[watch webinar]
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