David Acevedo Email & Phone Number

With more than 20 years experience serving the financial industry, we understand the challenges you face and our team is committed to working with you every step of the way to ensure success.Do you find yourself struggling with any of these common pain points?• We have no way of seeing the overall relationship of our customers in one view.• We don’t know who are best customers are.• We lack the tools to help track and report on interactions with our customers.• We have so many manual processes in place preventing our team from doing what they do best.• We need better ways to present cross-sell opportunities to our front-line.• We want to start including Analytics in our marketing campaigns.• We want automate Employee Scorecards.If some of these hit home, let's connect. Personally, I've spent over 37 years in banking and now helping other bankers implement the tools needed to automate sales, service and marketing plans with 360 View CRM - The customer relationship tool built by Bankers for Bankers. As the premier banking system- 360 View includes CRM, Profitability, Marketing Automation, Goals & Incentive Tracking and Analytics. Call me (615) 242-0007 or e-mail me directly at dacevedo@360View.com

Listed skills include Banking, Crm, Commercial Banking, Commercial Lending, and 19 others.