Cross-Selling and Upselling – 2 Drivers of Relationship Profitability
South State Correspondent
MARCH 19, 2024
While bankers can sell customers cash management or deposit products and later cross-sell credit, in the vast majority of cases the real estate mortgage acts as the entrée to a new relationship. Many community bankers complain that their bank excels at loans and deposits, and the other products are not best-of-class.
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