The Financial Brand recently published a series of articles that are thought provoking “What Banks and Credit Unions Can Learn From One Another”. The “art of cross-selling” segment resonated with us, because our Better Lobby/New Accounts product provides CU Managers with help measuring staff performance in the area of referrals and Cross-selling.
The Key Takeaway from the Financial Brand discussion (written by BlueSpire Marketing) is” (1) Know your sticky products, (2) Employ highly targeted marketing, and (3) Make sure your staff know what their goals are.
For the Cross-selling article go to http://thefinancialbrand.com/36383/cross-selling-banks-credit-unions/
For the entire series, start at http://thefinancialbrand.com/28210/content-marketing-tips-for-banks-and-credit-unions/