Relationships are your competitive advantage.
Abrigo's Banking CRM Platform is powered by the 360 View CRM suite, combining CRM, marketing automation, customer analytics, profitability measurement, and goals and incentives management into one unified solution purpose-built for community banks and credit unions.
Know every customer
Consolidate every account, interaction, and relationship into one unified view.
Automate at scale
Replace manual processes with automation that manages the full customer journey.
Identify growth opportunities
Surface cross-sell opportunities from real relationship data and route them automatically.
Execute targeted marketing
Build, deliver, and measure personalized campaigns without ever leaving the platform.
Measure what matters
Understand true relationship profitability so your team focuses effort where it counts.
Drive team performance
Set goals, track progress in real time, and reward the right behaviors.
Five solutions. One platform. Built for financial institutions.
The 360 View CRM suite was built for the way community banks and credit unions actually operate, helping you eliminate data silos, automate critical workflows, and make smarter decisions at every stage of the customer relationship. Start with the CRM foundation and add capabilities as your needs grow, from marketing automation to customer analytics, profitability insights, and goals and incentives management.
360 View CRM
Get a complete view of every customer relationship, including accounts, touchpoints, pipelines, referrals, and opportunities, integrated with your core system and accessible across your entire institution.
Explore CRM
Marketing Automation
Build and execute targeted campaigns without manual effort. Reach the right customers at the right time with personalized, automated communications designed for banks and credit unions.
Explore Marketing Automation
Actionlytics™
Go beyond your core data. Actionlytics™ enriches your customer and prospect profiles with wealth, demographic, and lifestyle data so your team understands the full financial picture of every relationship.
Explore Actionlytics™
Customer Profitability
Understand exactly where value is created and lost across your customer base. Measure true profitability at the account, household, and relationship level to make smarter business decisions.
Explore Customer Profitability
Goals and Incentives
Align your team's daily activity with institutional growth targets. Set benchmarks, track progress, and reward performance, all within the same platform and connected to the same data.
Explore Goals and Incentives
"We knew we were growing fast, and we needed a CRM that was going to be able to grow with us."
Beacon Credit Union
Works with your core system from day one
Abrigo's Banking CRM Platform integrates seamlessly with all major core systems including FIS, Fiserv, Jack Henry, Finastra, CSI, DCI, COCC, Corelation, and more. Your team gets a complete, accurate picture of every customer relationship without toggling between systems or manually reconciling data.
Case Study
How First Federal Savings Bank transformed customer engagement with Abrigo's 360 View CRM
First Federal Savings Bank eliminated data silos and manual processes to achieve bank-wide customer visibility, launch targeted marketing campaigns, and grow new account openings month over month.
Download the case studyReady to see Abrigo's Banking CRM Platform in action?
Get a demoFrequently Asked Questions
Does Abrigo's Banking CRM Platform integrate with my core banking system?
Yes. Abrigo's Banking CRM Platform integrates with over 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 toggling between systems or manually reconciling data.
How long does implementation take?
Implementation is divided into clearly defined phases. You will have a dedicated implementation specialist assigned to your institution who will guide you through the entire process from the initial kickoff call through your go-live date. Implementation typically takes between three and six months depending on your institution's size and configuration needs.
Can we roll out Abrigo's Banking CRM Platform in stages?
Yes. How you roll out the platform to your team is entirely in your control. You can deploy different modules in stages and customize access by employee role. For example, you might give lenders access to pipeline management initially while limiting access for tellers. You decide who sees what and when.
Do you recommend a dedicated administrator for Abrigo's Banking CRM Platform?
Yes. We recommend designating a dedicated CRM Administrator to help ensure a successful implementation and strong adoption. We also recommend forming a CRM Committee with representatives from your different business lines to drive consistent use across the organization. This model has proven most successful with our bank and credit union customers.
How is Abrigo's Banking CRM Platform priced?
Our Banking CRM Platform is priced based on your institution's asset size rather than on a per-seat license model, making it cost effective to deploy to every employee across your organization. Contact us to discuss pricing for your institution.
Do you provide training?
Yes. During implementation your team will be trained on all licensed modules so everyone is ready on go-live day. After implementation, Abrigo University provides complimentary live training, interactive self-directed courses, training videos, and additional learning content, all accessible through Abrigo Community.
Does Abrigo's 360 View CRM integrate with Outlook?
Yes. Abrigo's 360 View CRM has two-way synchronization with Microsoft Outlook for both email and calendar events, so every customer interaction is automatically captured without manual data entry.
Do you have email marketing capabilities?
Yes. Abrigo's Marketing Automation includes full email campaign capabilities with Constant Contact integration. All marketing email activity, including delivers, opens, bounces, and clicks, is recorded directly on the customer or prospect record in Abrigo's 360 View CRM.
Is there a community where users can connect with each other?
Yes. As part of the Abrigo Community, you will have access to a networking and resource portal where you can get product support, connect with other users, share ideas, and access training content through Abrigo University. Abrigo also hosts a free virtual 360 View CRM User Group each fall where users can connect with the product team, learn best practices, and hear what is coming next for the platform. And each spring, Abrigo hosts ThinkBIG, a multi-day in-person conference for bank and credit union professionals featuring user groups, sessions, networking, and continuing education opportunities.
Do you have an API?
Yes. Our API allows you to query and update the main CRM objects including customers, accounts, referrals, incidents, pipelines, and activities. This enables integration with your third-party systems and allows you to extend the platform to fit your institution's specific workflow needs.
How quickly can we get started?
Our team is ready to get you started as soon as you are. Contact us today to schedule a demo and learn more about what Abrigo's Banking CRM Platform can do for your institution.
