360 View CRM
Financial services CRM software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is 360 View CRM
360 View CRM is a customer relationship management (CRM) system positioned for financial services organizations to manage client profiles, interactions, and sales/service workflows. It is used by advisors, relationship managers, and support teams to centralize customer data and track engagement across the client lifecycle. The product focuses on providing a consolidated “360-degree” client view and CRM functions tailored to regulated, relationship-driven environments.
Client-centric data consolidation
The product centers on maintaining a unified client record that aggregates contact details, relationship information, and interaction history. This supports common financial services workflows where multiple stakeholders need consistent context on a household or account relationship. A consolidated view can reduce duplicate data entry and improve continuity across sales and service handoffs.
Financial services CRM alignment
360 View CRM is positioned specifically for financial services use cases rather than general-purpose CRM only. This typically maps better to relationship management, advisor/client servicing, and pipeline tracking needs found in banks, wealth management, and similar firms. Category alignment can reduce the amount of customization required compared with horizontal CRM tools.
Supports relationship-driven workflows
The product is designed to help teams track touchpoints, follow-ups, and ongoing engagement over long client lifecycles. This is important in financial services where retention, referrals, and periodic reviews drive outcomes. A workflow-oriented CRM can help standardize processes across advisors and service staff.
Limited public product detail
Publicly available, verifiable documentation about modules, integrations, and deployment options is limited under the name “360 View CRM.” This makes it difficult to confirm capabilities such as email/calendar sync, document management, reporting depth, or compliance features. Buyers may need vendor-led demos and detailed statements of work to validate fit.
Unclear integration ecosystem
It is not possible to verify, from public sources, the breadth of prebuilt integrations (e.g., portfolio/accounting systems, marketing automation, identity/SSO, telephony, or data warehouses). In financial services CRM, integration coverage often determines time-to-value and total cost of ownership. If integrations are limited, implementation may rely more heavily on custom development or middleware.
Compliance features not confirmed
Financial services CRM deployments often require auditable activity logs, retention policies, supervision support, and configurable access controls. For 360 View CRM, these compliance-oriented capabilities cannot be confirmed from public information. Regulated firms may need to perform additional due diligence, including security reviews and compliance mapping, before adoption.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Baseline CRM (core module) | Custom (asset-based pricing) | Modular baseline CRM; pricing is based on the institution's asset size rather than per-seat; includes core banking integration and onboarding; custom proposal required. |
| Add-on modules (Marketing Automation, Analytics, Consultation) | Custom | Modularized products you can add to the baseline CRM; pricing included in custom proposal. |
| Enterprise / Full Suite | Custom | All-inclusive enterprise solution; pricing includes integration, onboarding, and deployment across the organization; contact 360 View for a custom quote. |
