8 Steps to Improve Cross-Selling

Many financial institutions want better cross-selling results but struggle to establish a results-oriented approach. When was the last time you looked at your products and considered how they can make your customer’s life easier? If you don’t acquaint your customer with what you offer, your relationship with that customer is at risk! Building a simple plan that reflects your culture and targets the customer’s needs keeps the accountholder engaged and satisfied.

Your customers choose the products they want from the palm of the hand as they maneuver their search on their mobile phone. Why should they choose yours over your competitor’s? Today’s cross-selling approach calls for efforts to include social media channels, website updates. You need engaged and well-trained customer-facing teams, coordinated marketing actions and methods for measurement. This program will help you with these and many other options that can help elevate cross-selling results.

Covered Topics:

  • Benefits of cross-selling
  • Define and measure
  • Manage what you measure
  • Know the drivers of effective cross-selling
  • Cross-selling is more than lip service
  • Branch managers and marketing – two key players
  • Employee training and engagement
  • Recognition and reward

Who Should Attend?

The marketing and training personnel, branch leadership, and anyone responsible for developing customer-facing teams and those dedicated to customer acquisition and expansion.


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Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.
Each additional location adds $75 to your registration and can be entered on the next screen as you confirm your order.