360 View vs. Wylth

360 View

3 Reviews and Ratings

Wylth

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
360 View	Score9 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
Wylth	N/A	N/A	Wylth is a mutual fund software for distributors in India built for mutual fund distributors, IFAs and RIAs. It brings client onboarding, SIP and portfolio tracking, a digital CRM, back office and a multi-asset platform into one place. White label apps let advisors run their wealth management business under their own brand, while Wylth AI helps them serve clients faster.	$10,000

Pricing

360 View

Wylth

No answers on this topic

No answers on this topic

Pricing Offerings
360 View	Wylth
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	Yes

No setup fee

$10,000

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User Ratings
	360 View	Wylth
Likelihood to Recommend	9.0 (1 ratings)	- (0 ratings)

User Testimonials
	360 View	Wylth
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) Incentivized Verified User Read full review	Wylth No answers on this topic
Pros	360 View (inBusiness Services) Advanced customer profile details Effective campaign creation tools Record and activity logging Multi-location monitoring and management Incentivized Verified User Read full review	Wylth No answers on this topic
Cons	360 View (inBusiness Services) User interface Speed Integrations Incentivized Verified User Read full review	Wylth No answers on this topic
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 Incentivized Verified User Read full review	Wylth No answers on this topic
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. Incentivized Verified User Read full review	Wylth No answers on this topic
ScreenShots		Wylth Screenshots