360 View is a growth platform developed for banks and credit unions, providing the tools necessary to maximize salesteams' performance. The vendor states their solution goes beyond CRM, allowing users to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, while providing richer relational experiences that are personalized to every customer’s unique needs.
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Broadridge Client Information Management
Score9 out of 10
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Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.
360 View is well-suited and even originally designed for financial institutions and banks. It does a great job at large and small scale monitoring of customers and their amount of involvement in your organization. I'd say that 360 View is not well-suited for most organizations that are not in the finance industry (although you could make it work if you need to)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Salesforce CMS is probably one of the most used CRMs out there and is great for a business that wants to create a completely custom solution for their CRM needs, but 360 View is a platform design specifically for bankers and therefore has pre-built functions that help us to quickly create the measurements, categories, and processes we need to
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
