Customer Relationship Management
o 360 View
    360 VIEW is a powerful customer relationship management solution designed uniquely for financial institutions. By providing a complete 360˚ view of your customer’s relationships, including third party and all customer touches, 360 VIEW helps financial institutions create, track and grow profitable lifelong customers.
    While tracking referrals and customer touches, 360 VIEW helps manage employee goals and incentives, aids in increasing cross-selling, as well as creating and measuring marketing campaigns and integrated reporting.
    360 VIEW includes a standard G&I plan that enables employee rewards for referral generation and resulting closed business. 360 VIEW comes with a series of standard reports and is integrated with Crystal Reports® which allows for as many custom reports as needed.




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