Thursday, October 29, 2026 | 12 - 4:30 pm ET

360 View CRM
Virtual User Group

Free virtual event on October 29

Spend a half day with the 360 View community at the 360 View Virtual Users Group—a free virtual event designed to help you get more from the platform. Connect with fellow users, hear directly from the team behind 360 View, and take away practical ideas you can put to work right away.

Whether you’re a longtime administrator or new to 360 View, you’ll gain insights into best practices, learn what’s ahead for the platform, and discover new ways to support growth and build stronger customer relationships. Register today to reserve your spot and make the most of your 360 View investment.

Who attends

Designed for all current 360 View users, whether you're just getting started or have years of experience using the platform.

Why attend

Discover new capabilities, learn practical tips you can apply right away, hear about the future of 360 View, and connect with other users who are finding new ways to maximize the platform.

How to attend

This half-day virtual event makes it easy to connect from anywhere. Join us for the entire program or attend the sessions that best fit your interests.

See what's new and what's next - join the user group

Don't miss this FREE virtual user group.

Thursday, October 29, 2026

General Session

360 View Welcome & The Road Ahead

12:00 - 12:45 pm ET

Featuring: David Acevedo, Vice President, Abrigo; Waylon Envik, Vice President, Abrigo

It's been an exciting year for 360 View as we joined the Abrigo family. We're excited to share the progress we've made, highlight what's coming next, and give you a preview of the new integrations and enhancements we're building to help support your institution's future growth.

Breakout Sessions (Choose one in each time slot.)

Bringing Data to Life with Dashboards: Your Journey Starts Here

1:05 - 1:50 pm ET

Featuring: Jamie Anderson, Client Relations Representative, Abrigo

Ready to turn your data into meaningful insights? Whether you're new to dashboards or looking to build your first one, this session will walk you through the fundamentals of creating and applying dashboards within 360 View.

We'll cover the basics of dashboard design, demonstrate how to create dashboards from the ground up, and review dashboard permissions. Along the way, you'll learn tips and best practices to help you build dashboards that are both informative and easy to use.

Using 360 View Marketing to Drive Growth Across Business Lines

1:05 - 1:50 pm ET

Featuring: Elyse Richmann, Director, Professional Services, Abrigo

Discover how financial institutions can transform 360 View’s marketing tool into a strategic customer engagement platform. Through client use cases, this session will showcase how automated customer journeys and data-driven campaigns can be orchestrated to support the entire customer lifecycle, from onboarding to relationship expansion, from new wealth opportunities to treasury management leads.

You will learn practical strategies for identifying growth opportunities, delivering personalized customer experiences, generating qualified activities, and measuring marketing success. Whether your goal is to increase product adoption, expand wallet share, improve customer retention, or grow relationships, you'll leave with actionable ideas to build a more connected, automated marketing strategy using 360 View.

Advanced Dashboard Configuration: Turning CRM Data into Actionable Insights

2:10 - 2:55 pm ET

Featuring: Kate Harris, Professional Services, Manager, Abrigo

Take your 360 View dashboards beyond basic reporting and transform them into strategic tools for decision-making. Through practical examples and advanced configuration techniques, you will learn how to build targeted widgets, apply strategic filters and scopes, organize dashboards for different audiences, and present complex information in a clear and actionable format. The session will also highlight best practices for improving dashboard usability, measuring performance, and supporting business objectives across marketing, lending, retail, and executive leadership.

Designed for users who are already familiar with dashboard fundamentals, this session will provide practical ideas for creating more dynamic, focused, and impactful dashboards that help your organization turn CRM data into meaningful action.

Connecting 360 View: Real-World API Integrations

2:10 - 2:55 pm ET

Featuring: James Algood, Client Relations Representative, Abrigo; Joyce Colin, Senior Account Executive, Abrigo

Unlock the full potential of 360 View through API integrations. In this session, we'll showcase real-world examples of how banks and credit unions are connecting 360 View with other business systems to improve efficiency, automate workflows, and deliver better customer experiences. You'll gain a better understanding of common integration approaches, best practices, and the possibilities for extending the value of your CRM.

General Session

360 View Customer Panel Discussion

3:15 - 4:30 pm ET

Featuring: Panelists TBA; moderator Andrea Kowalisyn, Director, Client Relations, Abrigo. Closing with customer resources, Jackie Myers, Customer Engagement Director, Abrigo

Sharing is caring, especially when it comes to knowledge! Join us for a panel discussion with your peers to learn how they are driving growth, engaging users, and thinking outside of the box to get the most out of their 360 View investment. We will discuss their most creative use cases for workflow tracking and reporting, along with best practices to empower users and streamline system maintenance.