360 View CRM is a customer relationship management system built for banks and credit unions. Giving staff one view of every customer or member, with referral tracking, pipeline management, Outlook activity sync, incident tracking, predictive modeling, and more than 150 standard reports.
Community banks and credit unions compete on relationships. But managing those relationships across accounts, channels, and teams without the right tools means opportunities get missed, follow-ups fall through, and customers feel like numbers rather than people. Abrigo's 360 View CRM gives your team a complete, unified view of every customer relationship so you can deliver the personalized service that keeps customers loyal and drives sustainable growth.
How to choose the right banking CRM
Choosing the right CRM for your bank can be tricky. These factors are at the core of 360 View CRM:
- Scalability: grow with your institution as you add branches, staff, and products.
- Compliance: protect customer data and keep a clear record of every interaction for audits.
- Customization: set up fields, workflows, and dashboards without custom code.
- Alignment: a CRM that is built for banks and credit unions, with direct core software integration, supports your growth goals better than a general CRM retrofitted for banking.
Not only have we been able to streamline our processes and make them more efficient through 360 View, the reporting capabilities and tracking are absolutely priceless. Best investment we've ever made.
Kayla Curtis
Financial Services Officer
First Community Credit Union
We have achieved incredible results with 360 View, and the CRM has completely changed the way we handle support issue resolution and customer communication. We are a better bank with better service because of this partnership.
Genevieve Hering
VP & Business Intelligence Analyst
Androscoggin Bank
What does 360 View CRM do?
360 View CRM is the foundation of Abrigo's Banking CRM Platform. It connects your customer data, your team's daily activity, and your institution's growth goals into one system, giving everyone from the front line to leadership the information they need to act with confidence.
360-degree customer view
See every account, product, interaction, and relationship in one place. Seamless integration with your core system means your team always has a complete and current picture of every customer without toggling between systems.
Referral tracking
Track referrals from introduction through account opening, with automatic close-out when a new account is opened. No referral falls through the cracks, and your team always knows where each opportunity stands.
Pipeline management
Monitor every opportunity in your lending and sales pipeline with configurable security settings and close probability tracking. Give leadership the visibility they need, and give your team the focus they need.
Activity tracking
Log every customer interaction automatically with two-way Outlook integration, so your team spends less time on data entry and more time building relationships. Every touchpoint is captured and accessible to anyone who needs it.
Incident tracking
Manage customer service issues from first contact through resolution with automatic escalation for unresolved incidents. Consistent follow-through on every issue builds the trust that keeps customers coming back.
Profile management
Maintain rich, detailed profiles for every customer and prospect, capturing preferences, demographics, relationship history, and key data points that help your team deliver truly personalized service.
Predictive modeling
Identify customers at risk of attrition before they leave and surface the next best product for every relationship. Let the data tell your team where to focus so growth conversations happen at exactly the right moment.
Sales automation
Automate task creation, follow-up notifications, and cross-sell routing so your team never misses an opportunity. The right employee gets the right prompt at the right time without anyone having to manage the process manually. Using Marketing Automation, SmartPops™ delivers customer-specific pop-up messages to your employees.
Marketing Automation
Reporting
Access over 150 standard reports or build your own with a custom report writer. Give every team the data they need to track performance, measure results, and make confident decisions.
Customizable dashboards
Provide every team member a dashboard built around the metrics that matter most to their role. From relationship managers to branch leaders to executives, everyone sees the data they need to make decisions and take action.
Who uses 360 View CRM at a bank or credit union?
Everyone who touches the relationship.
Relationship managers and lenders track pipelines and referrals. Branch and contact center staff log service incidents and see the full customer or member record. Marketing builds segments from CRM data. Leadership uses dashboards to track growth goals across branches.
| Role | What they use 360 View CRM for |
|---|---|
| Relationship managers and lenders | Pipeline management, referral tracking, call reports |
| Branch and contact center staff | Customer or member profile, incident tracking, cross-sell prompts |
| Marketing | Targeted campaigns, onboarding programs, and customer journeys built on CRM data with Marketing Automation |
| Branch and executive leadership | Dashboards, 150+ reports, and goal tracking with Goals and Incentives |
Built to grow with your institution
Community banks and credit unions don't need a one-size-fits-all CRM that was built for a different industry and retrofitted for banking. 360 View CRM was designed from the ground up for financial institutions, which means it works the way your team works, integrates with the systems you already use, and scales as your needs grow.
Integrates with your core system from day one
Abrigo's Banking CRM Platform connects with more than 15 core banking systems including FIS, Fiserv, Jack Henry, Finastra, CSI, DCI, COCC, Corelation, and more. Your team gets a complete view of every customer relationship without manual data reconciliation or duplicate entry.
Support that goes beyond implementation
Getting up and running is just the beginning. Abrigo's team works alongside your institution from initial setup through ongoing success, with training, implementation support, and a customer community that helps you get more from 360 View CRM at every stage of your journey.
The foundation for the full 360 View CRM suite
360 View CRM is the starting point for everything. As your needs grow, you can add marketing automation, customer analytics, profitability measurement, and goals and incentives management, all within the same platform and connected to the same data.
360 View CRM FAQs
Is 360 View CRM built for credit unions?
Yes. 360 View CRM serves both credit unions and community banks. It integrates with credit union cores such as Corelation and tracks members, households, and referrals the same way it tracks bank customers.
What is a 360-degree customer view in banking?
A 360-degree customer view is one record that shows every account, product, interaction, and service issue for a customer or member, pulled from the core and the CRM. Staff do not need to search several systems to understand the relationship.
Does 360 View CRM include pipeline and referral tracking?
Yes. Referral tracking follows each referral from introduction to account opening and closes it out automatically. Pipeline management tracks every lending and sales opportunity with close probability and role-based security.
How many reports come with 360 View CRM?
More than 150 standard reports, plus a custom report writer and role-based dashboards.
How long does 360 View CRM implementation take?
Implementation takes approximately 6 months, with experienced implementation team members assigned to your institution.
Is 360View now part of Abrigo?
Yes. Abrigo acquired 360 View. 360 View CRM is now the foundation of Abrigo's Banking CRM Platform.
Ready to see 360 View CRM in action?
See how Abrigo's 360 View CRM helps banks and credit unions build stronger customer relationships, surface growth opportunities, and deliver the personalized service that sets community institutions apart.
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