Building a Successful Cross-Selling Platform

Frontline & New Accounts Human Resources IRA & HSA Lending Marketing Sales & Specials

On-Demand Webinar

StreamedMay 19, 2022Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Cross selling is key to growth and accountholder retention. This hands-on program will explain what cross selling is, what it is not, and why it is a MUST!

You’ll receive tools, step-by-step instructions, and sample scripts that will expand and enhance your cross-selling skills.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Turn accountholders into your biggest fans – the keys to gaining referrals through cross selling
Use the “accountholder advocate” approach to intelligent cross selling
Understand accountholder needs and buying preferences
Discover the positive impact of effective cross selling on long-term retention

WEBINAR DETAILS

It is a proven fact that the more products and services accountholders own, the more loyal they become. With competition from both traditional and non-traditional sources increasing at exponential rates, it has never been more important to gain and retain satisfied accountholders. Because of these and other market-driven factors, cross selling must become a top priority. However, cross selling for the wrong reason can do more harm than good! This webinar will provide tools to empower staff to cross sell effectively and intelligently. From discovery to delivery, you will learn to increase accountholder retention while gaining growth opportunities through favorable referrals.

WHO SHOULD ATTEND?

This informative session is designed for frontline staff, supervisors, service representatives, and business development personnel.

TAKE-AWAY TOOLKIT

Four foundational tools to build a successful cross-selling platform
C.L.I.E.N.T. system: easy step-by-step approach to keep cross-selling efforts on track
Customizable script template to initiate successful cross-selling conversations
Case study to help you determine and deliver personalized solutions
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.