Do you need greater customer profitability? Would you like to attract more profitable customers? Do you want your most profitable customers to refer their friends and family to your financial institution? If you answered “yes” to these questions, Customer 360 is the solution for you.
Customer 360 is a business intelligence and data analytics application built in QlikSense that empowers bank and credit union management and front line employees with customer information that is easy to access and use. Each level of management and employee is armed with powerful information they can use to improve customer service, increase efficiency, strengthen the bank’s brand, and generate greater profits. Any division can use Customer 360, whether it’s Retail, Commercial, Treasury Management, Private Banking, Mortgage, or Call Centers. Customer 360 is equally effective for them all.
Designed by leading bank business intelligence experts, Customer 360 lets you:
- Identify your highest profit customers who are making more than 100% of your profits, and develop strategies to:
- Gain referrals from them,
- Strengthen their relationships
- Design products to attract more like them
- Attract new core deposits, mortgages, commercial loans, and wealth management accounts.
- Target specific customers for core deposit and other product campaigns.
- Build relationship management strategies with critical customer groups.
- Plan budgeting, marketing, and asset/liability strategies around customer profitability.
Customer 360 comes with 10,000 targeted household leads from your marketplace, and unlike most business intelligence software, is installed in weeks, not months.
More than a software solution, Customer 360 brings leading edge consulting and a strong strategic partnership to give your team insights and strategies that will strengthen your brand, deepen customer relationships, and increase profitability. Banks and credit unions using Customer 360 gain a strategic partner who is in vested in their success, and who has hands on expertise helping financial institutions use their customer data profitably.
Contact Scott at 479.263.0774, [email protected], linkedin.com/in/scottmcclymonds, @ScottMcClymonds for a complementary one hour conversation structured to your particular situation.