360 View CRM
This CRM offers a unified perspective on customer interactions, allowing banks to streamline processes and enhance relationship-building. With insights into account data and automated marketing, it empowers teams to provide timely, tailored service. By integrating with core systems, it ensures every touchpoint is captured, facilitating better collaboration and improved customer experiences.
Top 360 View CRM Alternatives
IQ Suite
The IQ Suite empowers banking professionals to enhance customer relationships by delivering essential insights and actionable data.
8vdX
Transforming manual processes, 8vdX automates workflows for Private Credit and Hedge Funds, drastically reducing data processing time from days to minutes.
Growfin
Purpose-built for B2B finance teams, this software streamlines complex order-to-cash processes, enhancing control over collections and cash application while significantly reducing DSO.
Vymo
Vymo revolutionizes sales and collections for financial institutions by optimizing workflows through its intelligent platform.
ProTracker RMD
ProTracker RMD simplifies the complexities of calculating and monitoring Required Minimum Distributions (RMDs) for clients.
Redtail CRM
Designed to enhance client relationships and streamline team collaboration, this CRM provides essential tools for boosting efficiency and profitability.
ProTracker Advantage
It enables users to meticulously track client interactions, manage marketing campaigns, and streamline workflow processes...
Salesforce Financial Services Cloud
This platform empowers organizations to automate processes, personalize client experiences, and streamline operations...
IQProspects
It streamlines sales and service processes by automating workflows, tracking customer interactions, and managing leads...
SmartOffice
Its innovative marketing approach emphasizes leveraging client relationships over mere data...
MadeMarket
This platform enhances transaction tracking, automates reporting, and provides actionable insights throughout buy-side and sell-side...
Wealthbox
Its intuitive drag-and-drop interface allows users to build and manage their pipeline, while seamless email...
FPS GOLD Core Banking
Enhanced customer experiences are achieved through integrated platforms for accounting, real-time reporting, and customized lending...
SatuitCRM
Its configurable application streamlines operations, boosts compliance, and minimizes risk while facilitating client engagement...
ANALEC
Their software enhances productivity and competitiveness, enabling firms to adapt their business models amidst declining...
Top 360 View CRM Features
- Holistic customer view
- Core system integration
- Automated task management
- Personalized marketing campaigns
- Real-time customer touchpoints
- Insightful account data analysis
- Customizable client interactions
- Lead and activity tracking
- Collaborative knowledge sharing
- Scalable outreach capabilities
- Tailored customer journeys
- Comprehensive profitability insights
- Streamlined sales processes
- Enhanced reporting functionalities
- Efficient service request management
- Targeted communication strategies
- Customer relationship education
- Comprehensive training resources
- Dedicated financial industry support
- Step-by-step implementation guide
