Iowa State Bank Engages 360 View to Establish their Customer Relationship Management Platform
Summary
DES MOINES, Iowa--(BUSINESS WIRE)--360 View, a trusted provider of customer relationship management technology specifically for banks and credit unions, announced today that Iowa State Bank of Des Moines will be implementing the 360 View growth platform to enhance and expand its commitment to valued and meaningful customer relationships. It is impacting business development from several angles including improving referral tracking and call reporting, offering mobile access for staff who travel, and providing seamless Outlook integration. Through experience at a variety of Iowa banks, Nate Johnson, VP Commercial Lender & Business Development Officer, knows the imperative nature of a good CRM system. Iowa State Bank doesn’t want to be a product pusher; they want to be able to provide consultation and add true value in offering additional services,” explained David Acevedo, SVP and National Sales Director of 360View. The solution goes beyond CRM, allowing the user to automate marketing campaigns, use analytics to capitalize on cross-sell opportunities and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs.