Introducing The Growth Platform - 360 View · PDF fileIntroducing The Growth Platform ......

Introducing

The Growth Platformfor Banks & Credit Unions

YOU NEED TO GROW—WE HAVE THE TOOLS TO MAXIMIZE YOUR TEAM’S PERFORMANCE

The Growth PlatformFor Banks & Credit Unions

CRM | Marketing Automation | Goals & Incentives | Profitability

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Customer86

Contact sinceSeptember 26, 2016

Manual entryby Christiana Owens+1 (615) 555-5555

Tim Bentley

Primary Address

Preferred Contact

SSN

Primary Owner

Relationship(s)

Tag(s)Golf Cooking Football Vanderbilt

120 Adams CirDaleville, VA 68516USA

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555-96-4833

Date of BirthJune 5, 1953

Christiana Owens

Customer

Home+1 (615) 555-5555

Basic Info

tbentley223@gmail.net Home

tbentley@company.com Office

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Contact Info

PHONE EMAIL ADDRESS

86th percentilePLATINUM

$1,411.14 Net Profit

Profitability

Notes

Tim Bentley

March 20, 2017Call Clayton to discuss opening his investment account.Need to answer his following questions

22Clear Things Up

Tim Bentley

March 15, 2017The address of where the Bentley family is moving has changed to4123 Burberry St

1Phone Call Notes

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PEOPLE HOUSEHOLDS ORGANIZATIONS OWNERS

Relationships

Relative jcolin@360view.com +1 (615) 555-5555 $15,827Kate Bentley

Business Relationship jcolin@360view.com +1 (615) 555-5555 $3,162,473Francisco James

Relative jcolin@360view.com +1 (615) 555-5555 $9,204Billy Simpson

Relative jcolin@360view.com +1 (615) 555-5555 $611Earl Simpson

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Our solution goes beyond CRM, allowing you to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs.

Demonstrating that you can understand and meet customers’ specific needs is critical. Empower organizational growth by providing a richer relational experience.

CRMPersonal Relationships, Enhanced by Technology

• Get a 360-degree view—see products and services, relationships, profitability and more

• Manage unlimited relationship types such as vendors and employees

• Track all customer touchpoints

• Leverage the power of personalized dashboards

• Build custom workflows

• Create and track pipelines and referrals according to your organization’s standards

• Manage and resolve service requests according to your organization’s standards

• Track loan past dues

• Enjoy robust reporting

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Mabelle Gibson +1 (980) 940-145957 Raynor Islands titus.nicolas@yahoo.com

Helena Lambert +1 (991) 445-2891022 Feest Haven cynthia.wilderman@goyette.net

Maria Chandler +1 (631) 732-501880 Liza Path ayden_klein@hamill.us

Leroy Miles +1 (272) 231-5421476 Strosin Unions leroy_miles@yahoo.com

Sara Palmer +1 (175) 079-75505398 Sipes Street Suite 225 zieme.aurelio@hotmail.com

Hallie Fletcher +1 (909) 400-058169 Kassandra Plains Apt. 799 lavina_hermann@yahoo.com

Alma Wagner +1 (499) 318-1507140 Cory Cove marcos.kihn@hotmail.com

Aaron Bennett +1 (569) 527-6066987 Grady Mills Apt. 194 sarah_schmitt@rowan.net

Jon Gibson +1 (550) 797-6185702 Lesch Fork Apt. 338 lorine.mosciski@richie.co.uk

Larry Phelps +1 (265) 868-7131370 Lindsay Flats kunde.alfonso@anderson.tv

Gilbert Underwood +1 (897) 681-8089358 Sanford Radial rosendo.nikolaus@marquardt.tv

Philip Ingram +1 (266) 190-04765933 Talon Plaza watson_west@gmail.com

Blake Fletcher +1 (392) 996-0777898 Robel Loaf Suite 497 ryleigh.hauck@gmail.com

Chester Brock +1 (467) 217-5954752 Princess Brooks estell_schneider@jo.info

Lulu Santos +1 (600) 776-84920665 Kunze Island Suite 301 lonie.bartoletti@cremin.ca

Donald Harmon +1 (947) 808-84185300 Jaskolski Point Apt. 068 muller_arlo@joana.us

Tommy Webb +1 (390) 946-2882861 Armstrong Parkway Apt. 978 lourdes_ziemann@graciela.me

Connor Dawson +1 (155) 262-63624600 Blair View Apt. 598 heidi.fay@yahoo.com

Alvin French +1 (771) 004-6453763 Jamir Highway dayna_osinski@trenton.net

Mary Montgomery +1 (550) 652-570336 Darrion Freeway daniel_raphael@tanner.co.uk

Harry Summers +1 (133) 115-059063 Thompson Rue shanon.brown@murphy.name

Connor Cross +1 (550) 997-3409880 Pouros Cape Apt. 061 makayla_stokes@gmail.com

Lura Lamb +1 (752) 083-093356 Bode Drive Apt. 954 valentine.langworth@evalyn.ca

Zachary Wilkins +1 (809) 603-7455627 Runolfsdottir Coves alexandria.rippin@yahoo.com

Harriett Roy +1 (428) 827-8077289 Terry Estates Suite 949 gladyce_frami@hotmail.com

Ethel Harrington +1 (234) 498-096895 Garnet Tunnel mike_langworth@yahoo.com

Jonathan Hale +1 (101) 839-3766545 Durgan Ridge junior.kassulke@melyssa.info

Adam Vasquez +1 (939) 318-1429004 Jackeline Lake Apt. 589 goodwin_eldridge@spencer.biz

Marcus Gutierrez +1 (044) 806-34597973 Paxton Trail Suite 557 nicolas_mann@yahoo.com

Leila George +1 (115) 383-1599049 Evangeline Roads ruecker.danyka@considine.us

Rosie Burton +1 (417) 926-694159 Hane Rapids osinski.brady@yahoo.com

Randy Tyler +1 (591) 747-5901377 Padberg Plaza stefanie.buckridge@hotmail.com

Edwin Poole +1 (536) 477-5991094 Kian Vista antwon_bahringer@hotmail.com

Hester Medina +1 (976) 126-866398 Issac Brook sharon_goyette@braun.info

Daniel Miles +1 (066) 019-67885342 Morton Ferry Suite 590 grant.roslyn@gmail.com

Alexander Ramsey +1 (000) 695-4249780 Lesley Falls medhurst.trevion@hotmail.com

Flora Gomez +1 (774) 907-878172 Stoltenberg Vista lia_mccullough@aufderhar.info

Brian Reid +1 (648) 088-1431090 Hope Inlet Apt. 061 greenholt_jaquelin@johnathon.io

Frances Meyer +1 (390) 609-8606661 Mohr Trail Apt. 606 gibson_vidal@gmail.com

Cordelia Ballard +1 (098) 003-3562695 Schuster Ferry drake.larson@hotmail.com

Clifford Hunter +1 (255) 512-0943584 Vinnie Grove Suite 566 carmen.towne@yahoo.com

Jared Jacobs +1 (143) 566-5694601 Rohan Estates Apt. 949 oberbrunner_trudie@yahoo.com

Jeffery Jimenez +1 (141) 485-0794408 Upton Coves Apt. 629 thad.olson@yahoo.com

Bertie Stevenson +1 (688) 979-270122 Oberbrunner Isle walsh_wilburn@gmail.com

Ophelia Martinez +1 (278) 258-2150735 Lori Brook Apt. 947 lemke_paris@hills.us

Trevor Briggs +1 (995) 982-526882 Roberts Spur telly_reinger@natalia.us

Manuel Bailey +1 (825) 282-0762299 Cartwright Plain harmon.hickle@elda.com

Caleb Woods +1 (283) 461-343236 Kohler Mission hackett_chesley@corwin.net

Louisa Ryan +1 (197) 911-126127 Rossie Tunnel feest_jimmy@haylee.me

Mark Duncan +1 (669) 141-0588368 Jast Village noble.lowe@balistreri.ca

Name Phone NumberAddress Email Address

2310 TotalSearch

All People Households Organizations

Client Satisfaction Survey

Online Banking Cross-Sell

Client Retention Call

Checking Cross-Sell

Follow Up Call

Anniversary Mailer

LEROY MILES

leroy_miles@yahoo.com476 Strosin Unions

+1 (272) 231-5421

$1,956.87Total Payout

97.84Total Score

4Goals Met

Kat Jenkins

Current Payout

$2,000.00$1,956.87

YTD QE Avg DDA $10,000,000.00 $10,673,301.85 106.7% 106.7% 25.0% 26.68

YTD QE Avg Total Deposit $34,000,000.00 $33,237,336.81 97.8% 97.8% 25.0% 24.44

YTD QE Avg Loans $3,500,000.00 $3,774,386.31 107.8% 107.8% 25.0% 26.96

YTD Non-Interest Income $300,000.00 $237,120.00 79.0% 79.0% 25.0% 19.76

Total Score 97.84

Category Goal Total Actual Actual % Incentive % Weight Score

Goals

Q1 2017 Q4 2016 Q3 2016 Q2 2016 Q1 2016 Q4 2015 Q3 2015 Q2 2015 Q1 2015 Q4 2014 Q3 2014 Q2 2014

Q4 2015Total Score: 67.09Total Payout: $1,341.80

Last 12 Payouts

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Search EverythingGoals & Incentives 1 12

YTD QE Avg DDA $10,000,000.00 $10,673,301.85 106.7% 106.7% 25.0% 26.68

YTD QE Avg Total Deposit $34,000,000.00 $33,237,336.81 97.8% 97.8% 25.0% 24.44

YTD QE Avg Loans $3,500,000.00 $3,774,386.31 107.8% 107.8% 25.0% 26.96

YTD Non-Interest Income $300,000.00 $237,120.00 79.0% 79.0% 25.0% 19.76

Total Score 97.84

Category Goal Total Actual Actual % Incentive % Weight Score

Goals

GOALS & INCENTIVESMotivate Employees to Empower Sales Efforts

You need the ability to scale personalized outreach and offer the right products at the right time. By using data‑driven automation you can empower effective cross‑selling and target marketing communications.

Attracting, retaining, and empowering motivated employees is essential to growing your financial institution. With 360 View you can track and reward employees for measurable sales goals.

MARKETING AUTOMATIONScalable Personalized Communication

• Easily mine your customer data and create lead lists

• Automate your onboarding process

• Effectively cross-sell the right product to the right person at the right time

• Segment customers to personalize marketing efforts and messaging

• Automate touchpoints to help bankers stay in touch with their customers

• Create your own marketing campaigns and report on successes

• Track and reward employees for measurable goals

• See results daily

• View available payouts through employee scorecards

• Customize your own plan or let us create a plan specific to your organization

Deposits$2,656,080 $1,076,000

Loans$0

Other

DEPOSITS (12) LOANS (1) OTHER (2) SERVICES (1)

Products & Services

18517516 Barbara Fiore March 2, 1999 $0.00Blue Gold Money Market Checking

18517532 Debra Vickrey February 1, 1992 $542,243.54Blue Gold Money Market Checking

18517524 Debra Vickrey January 19, 1992 $0.00eBlue Checking

18517540 Debra Vickrey February 1, 1992 $17,390.07Blue Gold Money Market Checking

18816033 Debra Vickrey January 19, 1992 $8,864.07Golden Checking

18517557 Debra Vickrey February 1, 1992 $9,122.69Blue Gold Money Market Checking

18847418 99988 September 1, 2003 $62,292.97eBlue Checking

18530428 Barbara Fiore July 21, 2009 $850.48Corporate Interest Checking

18865696 769 August 11, 2007 $14,520.63Free Checking

10003654 Debra Vickrey April 16, 1993 $11,901.74Fixed IRA CD

5300439 Debra Vickrey September 13, 1996 $14,520.63Golden Checking

70810 769 September 8, 2009 $2,000,000.00Summer CD

ADD PRODUCT SEE ALL

Primary $2,086,473

Deposit Signer $569,607

Product BalanceAccount Number Responsibility Opened

Profitability

$163,611.82 Net Profit

95th percentilePLATINUM95

With superb customer support, we are here to help you from implementation to seasoned user.

For more information or to schedule a consultation visit 360view.com.

Without a full view of relationships and profitability, your staff is not equipped to build trust and seize cross‑sell opportunities. Quickly know the value of your accounts and steps to grow them.

PROFITABILITYUnderstand & Grow Your Customer Relationships

• Quickly know the value of your accounts and household relationships

• See customer ranking, trends, and month-to-date profitability

• Beyond just the customer’s account balance, see true account profitability

• Get hard costs import from account and soft cost allocations

• Know that data is based on your cost to do business, not an industry standard

• See a customer’s value over time

• Create retention programs around your best customers

• Build growth programs to develop your unprofitable customers

The Growth PlatformFor Banks & Credit Unions

CRM | Marketing Automation | Goals & Incentives | Profitability