NEWPORT, R.I.--(BUSINESS WIRE)--360 View, an industry-specific provider of customer relationship management software for financial institutions, announced today their partnership with one of Rhode Island’s fast-growing companies, BankNewport, to implement their successful CRM growth platform.
BankNewport, a Forbes Best-in-State bank, will be implementing 360 View’s base CRM, as well as their Marketing Automation module and customer-specific messaging feature, SmartPops™. The bank’s commitment to leading-edge technology while maintaining the individual customer relationship motivated their search for a stand-out CRM solution. John Sullivan, EVP Director of Digital and Technology Strategy at BankNewport states, “It’s not just the bank’s expectation for efficiencies, it’s our customers’ expectation that we know them and optimize their time, and that’s what the right CRM solution can offer.”
With BankNewport’s long history of strength and stability, a reliable and sustainable technology partner was central in their search. “This is a long-term and important partnership, one that will continue to strengthen beyond implementation,” explains Wendy Kagan, EVP Director of Employee and Community Engagement.
360 View offers a relationship that provides regular, personal contact with their long-standing team of bankers helping bankers. Joyce Colin, VP National Sales Representative for 360 View, agrees, “We are in the business of relationships as well, so we live and breathe the mantra and think it’s really important to understand our partner’s needs.” BankNewport will also be taking advantage of 360 View’s in-house industry expertise through their Professional Services Offerings.
The 360 View platform boasts a host of features including intelligent marketing automation and analytics through an accessible, user-friendly interface. Sullivan describes the importance of this to BankNewport, “There was more of an intuitive approach with 360 View as to other solutions that we researched, and that was central to our decision. It really boils down to how intuitive the application will be for the general user.”
With 17 branches in Rhode Island and $2 billion in assets, BankNewport’s business lines also include a vibrant marine lending business and a full service insurance agency. 360 View is pleased to be working alongside BankNewport in continuing their commitment to community banking in Rhode Island, improving the personal banking experience by enhancing every single customer interaction, and continuing to be a trusted guide in helping customers to their financial goals.
Additional Resources
About BankNewport
Founded in 1819 and headquartered in Newport, BankNewport offers a full suite of loan and deposit products and services for families and businesses throughout Rhode Island. With $2.0 billion in assets, BankNewport is one of the oldest community banks in the United States and, as a mutual organization, is committed to the financial success of its customers, employees and communities. BankNewport has 17 branch locations, with commercial lending offices in Cumberland and Providence.
BankNewport business lines include OceanPoint Marine Lending, specializing in consumer marine and recreational vehicle financing programs, and OceanPoint Insurance, a Trusted Choice independent insurance agency, providing a broad range of property casualty insurance products, including employee benefits and marine related insurance products.
About 360 View
360 View is the growth platform developed for banks and credit unions, providing all the tools necessary to maximize their team’s performance. 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. 360 View was developed by bankers specifically for financial institutions and has been serving the financial community since 2001. 360 View was recently named in the Top 10 Customer Experience Solution Providers by Banking CIO Outlook.
