What is 360 View?

360 View enables financial institutions to meet their customers' digital needs by providing features that focus on personalized relationships, technology enhancements, scalable communications, data analytics, and sales assistance. For business solutions, it considers a variety of elements such as relationship management, targeted market, and financial knowledge.

The program may be tailored to meet the demands of companies outside of the financial sector, giving them more flexibility and capability.

Key Benefits

  • Cross-Selling: With the ability to automatically track consumer interests, users may deliver clear and constructive marketing messages. They can employ data-driven automation services to leverage frontline interactions for effective cross-selling. This aids in determining which items or services to give clients.
  • Easy Lead Creation: 360 View allows users to mine client data and build a list of leads based on that data, which helps streamline the lead management process, achieve efficient results, and develop the business.
  • WealthEngine: This function gives you access to client information including demographics, wealth, customer segmentation, and prospect bifurcation, among other things. It allows users to concentrate on marketing and sales efforts with potential prospects, as well as develop effective customer retention plans.
  • Goals and incentives: Sales and marketing professionals' performance can be tracked and rewarded. This makes it simple to recruit, retain, and empower highly driven workers.
  • Enhanced Team Performance: By documenting daily results, evaluating rewards, and adjusting work schedules on employee scorecards, teams are able to function in a more organized and effective manner.

Solutions and Partners

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