360 View
360 View is a vertical CRM and customer growth platform purpose-built for U.S. community banks and credit unions, offering customer data centralization, profitability analytics, marketing automation, and native integrations with eight major core banking systems. Founded 2005, now an Abrigo company.
- Company typePrivate
- Founded2005
- HeadquartersNashville, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What 360 View does
360 View, legally inBusiness Services, Inc., is a vertical CRM and customer growth platform purpose-built for community banks and credit unions in the United States. Founded in 2005 in Franklin, Tennessee, by Kevin Anderson, Terry Bellenfant, and Chris Green, the company developed a banking-specific CRM that consolidates customer data from core banking systems, layers profitability analytics (Actionlytics), marketing automation, goals and incentives tracking, and a contextual in-interaction notification feature (SmartPops). The platform natively integrates with eight major core banking providers (COCC, Corelation, CSI, DCI, Finastra, FIS, Fiserv, Jack Henry), enabling real-time data synchronization that horizontal CRMs cannot match in the community financial institution segment.
The company operated as a bootstrapped, founder-led private firm for two decades with no outside venture capital, maintaining a lean team of 11-50 employees and a customer base spanning community banks, mid-size regional banks, and credit unions across multiple U.S. states. Pricing is asset-based and all-inclusive, sold through direct enterprise field sales and inside sales motions with custom quotes and high-touch onboarding. In March 2026, 360 View was acquired by Abrigo, a provider of compliance, credit risk, lending, and data analytics solutions for U.S. financial institutions; the company continues to operate as a product line under Abrigo with founders retained as owners and managers, and David Acevedo (President) and Waylon Envik (COO) leading the next phase of growth.
The customer profile skews toward community banks with $100M-$5B in assets and credit unions of similar scale, with mid-size regional banks ($5B-$20B) as a secondary segment. The 360 View suite is modular—comprising CRM, Marketing Automation, Analytics, Profitability, and Goals & Incentives—priced under a single annual subscription calibrated to institution asset size, with professional services supporting implementation. Recognition includes a 2024 Top CRM Solutions Provider designation from Banking CIO Outlook, reflecting the company's entrenched position in a niche vertical where domain specialization and core system integrations create meaningful switching costs.
360 View firmographics
Firmographics- Name
- 360 View
- Legal name
- inBusiness Services, Inc.
- Website
- https://360view.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- 360 View is a vertical CRM and customer growth platform purpose-built for U.S. community banks and credit unions, offering customer data centralization, profitability analytics, marketing automation, and native integrations with eight major core banking systems. Founded 2005, now an Abrigo company.
- Ownership category
- akta.pro rank
360 View industry classification
Industry- Product category
- Banking CRM Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI)
Keywords
Where 360 View is headquartered
LocationHeadquarters
- HQ city
- Nashville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
360 View business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- CRM Platform Subscription: 360 View operates on a subscription-based revenue model, charging financial institutions for access to its CRM platform. Pricing is asset-based and all-inclusive, covering core platform functionality, integrations, and support. Multi-year contracts are implied by the enterprise sales motion.
- Professional Services: Implementation, onboarding, and training services support the core subscription. These professional services ensure successful deployment of the CRM within financial institution environments, likely billed separately or bundled as part of initial contract value.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | All-Inclusive Asset-Based Pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
360 View product offering
Product offeringCore offering
360 View sells a purpose-built CRM software platform (the 360 View Suite) designed exclusively for community banks and credit unions. The suite centralizes customer data from core banking systems, automates marketing and customer-nurturing workflows, and provides customer profitability analytics, sales-process tracking, goals/incentives management, and contextual front-line notifications. Pricing is asset-based and all-inclusive, with implementation, onboarding, and consultative professional services provided alongside the subscription.
Product overview
360 View is a modularized banking CRM and growth platform comprising a core CRM system along with five integrated modules: Marketing Automation, Analytics, Profitability, Goals & Incentives, and Consultation services. The platform is built specifically for banks and credit unions and integrates with major core banking systems including COCC, Corelation, CSI, DCI, Finastra, FIS, Fiserv, and Jack Henry. Pricing is asset-based (not per-seat) and includes integration and onboarding.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- CRM platform enabling banks to centralize customer data, automate marketing, and measure customer profitability — reducing manual processes and enabling data-driven relationship management
Companies that use 360 View
Customer profileNamed customers17 records
Segments3 records
Ideal customer profiles3 records
360 View technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature5 records
360 View partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- AbrigocoreAbrigo, a provider of compliance, credit risk, lending, and data analytics solutions for U.S. financial institutions, acquired 360 View. The acquisition integrates 360 View's customer data centralization, marketing automation, and profitability analytics into Abrigo's existing risk management and lending portfolio, expanding Abrigo's customer relationship management capabilities for financial institutions.
- COCCcoreCOCC is one of eight core banking system integrations supported by 360 View's CRM platform. The integration enables real-time data synchronization between 360 View's CRM and COCC's core banking system, allowing banks and credit unions running COCC to automatically sync customer data, account information, and transaction data with their CRM without manual data entry.
- CorelationcoreCorelation provides core banking technology for credit unions, and 360 View maintains a native integration with the Corelation platform. This integration allows credit unions running Corelation's core banking system to seamlessly connect their customer and member data with 360 View's CRM for centralized relationship management.
- CSIcoreCSI (Computer Services, Inc.) provides core banking and technology solutions for financial institutions. 360 View's integration with CSI enables banks and credit unions using CSI's platform to synchronize customer data, account details, and product holdings with the 360 View CRM for comprehensive relationship views.
- DCIcoreDCI provides core banking systems primarily for community banks and credit unions. The 360 View integration with DCI enables financial institutions using DCI's platform to automatically sync customer data, deposit and loan account information, and transaction history with the 360 View CRM.
- FinastracoreFinastra is one of the largest core banking technology providers globally, serving banks of all sizes. 360 View's integration with Finastra enables mid-size and larger financial institutions running Finastra's core banking platform to connect their customer data with 360 View's CRM for relationship management and analytics.
- FIScoreFIS (Fidelity National Information Services) is a major global provider of banking and payments technology. The 360 View integration with FIS allows financial institutions running FIS's core banking systems to synchronize customer data and account information with the 360 View CRM platform.
- FiservcoreFiserv is a leading provider of financial technology solutions for banks and credit unions. 360 View maintains an integration with Fiserv's core banking platforms, enabling financial institutions to automatically sync customer data, account information, and product holdings between Fiserv's core systems and 360 View's CRM.
- Jack HenrycoreJack Henry is a leading provider of technology solutions for community banks and credit unions. The 360 View integration with Jack Henry enables financial institutions using Jack Henry's core banking platforms to synchronize customer data, deposit and loan accounts, and transaction data with the 360 View CRM for unified customer relationship management.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
360 View competitors and assessment
Company assessmentDirect peers
- nCino: nCino provides a banking CRM and lending platform purpose-built for financial institutions, directly competing with 360 View for community and mid-size bank CRM and customer engagement spend.
- Baker Hill: Baker Hill delivers CRM, portfolio analytics, and origination software specifically for community banks and credit unions, overlapping directly with 360 View's core market and product set.
- PrecisionLender (now part of Q2): PrecisionLender (acquired by Q2) provides relationship-based pricing and profitability tools for commercial banks, addressing the same customer profitability and relationship management needs as 360 View's Actionlytics module.
Broad incumbents
- Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud is a horizontal CRM with banking-specific extensions, competing against 360 View for FI CRM budgets with a much broader platform footprint.
- Microsoft Dynamics 365 Customer Service: Microsoft Dynamics 365 offers CRM and customer engagement capabilities used by some financial institutions, representing a horizontal incumbent alternative to 360 View's vertical platform.
- Q2 Holdings: Q2 provides digital banking and customer engagement platforms for financial institutions, competing with 360 View in customer experience and relationship management for community banks and credit unions.
- Jack Henry (Banno / CRM offerings): Jack Henry is both a core banking integration partner and a broader digital and CRM provider to community FIs, making it a partial competitor in customer relationship tooling for the same buyer base.
- Temenos: Temenos provides core banking and customer engagement (Temenos Journey) solutions to banks globally, overlapping with 360 View in customer data centralization and journey management for financial institutions.
Emerging players
- FiHub: FiHub offers a CRM and marketing automation platform for community banks and credit unions, directly comparable to 360 View in target market and core functionality but at an earlier stage.
- Onovative: Onovative provides CRM implementation and automation services specifically for credit unions, serving the same niche buyer as 360 View with overlapping marketing automation and member engagement capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
360 View social profiles
Digital presence360 View financial estimates
Financial estimateRevenue estimate
Valuation estimate
360 View leadership team
Management profileNumber of profiles
Profiles9 records
360 View funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
360 View M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 360 View
What does 360 View do?
360 View sells a purpose-built CRM software platform (the 360 View Suite) designed exclusively for community banks and credit unions. The suite centralizes customer data from core banking systems, automates marketing and customer-nurturing workflows, and provides customer profitability analytics, sales-process tracking, goals/incentives management, and contextual front-line notifications. Pricing is asset-based and all-inclusive, with implementation, onboarding, and consultative professional services provided alongside the subscription.
Is 360 View a public or private company?
360 View is a private company. It is classified as corporate owned and is currently operating.
When was 360 View founded?
360 View was founded in 2005. It employs 11 to 50 people.
Where is 360 View based?
360 View is headquartered in Nashville, United States, in the North America region.
How does 360 View make money?
Two revenue lines are on record. CRM Platform Subscription is the primary driver. The others are professional Services.
Who are 360 View's main competitors?
Direct peers on record are nCino, Baker Hill and PrecisionLender (now part of Q2). Broad incumbents are Salesforce Financial Services Cloud, Microsoft Dynamics 365 Customer Service, Q2 Holdings, Jack Henry (Banno / CRM offerings) and Temenos. Emerging players are FiHub and Onovative.
Does 360 View have an API?
No public API is recorded for 360 View.
What industry is 360 View in?
360 View's product category is Banking CRM Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 513210 and its SIC code is 7372.