TrustRadius

360 View vs. BQ Advisory by BehaviorQuant

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
360 View
Score 9.0 out of 10
N/A
360 View is a growth platform developed for banks and credit unions, providing the tools necessary to maximize salesteams' performance. The vendor states their solution goes beyond CRM, allowing users to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, while providing richer relational experiences that are personalized to every customer’s unique needs.N/A
BQ Advisory by BehaviorQuant
Score 0.0 out of 10
N/A
BQ Advisory by BehaviorQuant is a crm used to create and sustain client relationships, designed to show each customer’s individual preferences and needs, along with tailored recommendations. The solution integrates learning from behavioral science and predictive analytics, and is designed to support financial advisors.N/A
Pricing
360 ViewBQ Advisory by BehaviorQuant
Editions & Modules
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Offerings
Pricing Offerings
360 ViewBQ Advisory by BehaviorQuant
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Best Alternatives
360 ViewBQ Advisory by BehaviorQuant
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies

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Enterprises

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All AlternativesView all alternativesView all alternatives
User Ratings
360 ViewBQ Advisory by BehaviorQuant
Likelihood to Recommend
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
360 ViewBQ Advisory by BehaviorQuant
Likelihood to Recommend
360 View (inBusiness Services)
360 View is well-suited and even originally designed for financial institutions and banks. It does a great job at large and small scale monitoring of customers and their amount of involvement in your organization. I'd say that 360 View is not well-suited for most organizations that are not in the finance industry (although you could make it work if you need to)
Verified User
Anonymous
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BehaviorQuant
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Pros
360 View (inBusiness Services)
  • Advanced customer profile details
  • Effective campaign creation tools
  • Record and activity logging
  • Multi-location monitoring and management
Verified User
Anonymous
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BehaviorQuant
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Cons
360 View (inBusiness Services)
  • User interface
  • Speed
  • Integrations
Verified User
Anonymous
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BehaviorQuant
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Alternatives Considered
360 View (inBusiness Services)
Salesforce CMS is probably one of the most used CRMs out there and is great for a business that wants to create a completely custom solution for their CRM needs, but 360 View is a platform design specifically for bankers and therefore has pre-built functions that help us to quickly create the measurements, categories, and processes we need to
Verified User
Anonymous
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BehaviorQuant
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Return on Investment
360 View (inBusiness Services)
  • 360 View has allowed us to place customers in marketing funnels and target specific campaigns to move them further down the funnel.
  • We can easily group customers in profitability categories and determine what relationships we need to develop.
  • We have been able to create custom NPS scorecards to find our promoters.
Verified User
Anonymous
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BehaviorQuant
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ScreenShots