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8 Steps to Improve Cross-Selling

Date: Recorded
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.

The Presenter

Karen Wiehoff has over 30 years of executive management experience. Her career has afforded her in-depth expertise in such areas as leadership, consulting, relationship management, human resources, marketing, and regulatory and compliance initiatives. Before she joined InterAction Training, Karen was the Senior Engagement Manager for a national consulting firm where she partnered and consulted with organizations through strategic planning, change management, and process improvement initiatives.

Karen’s background includes working with diverse individuals and groups in a wide variety of business and community venues. She enjoys public speaking, group facilitation, coaching, training, and team building while managing multiple projects and events. In addition, Karen has served on the board of directors of community and civic organizations, and participated in philanthropic fundraising.

Karen is certified by the University of Phoenix in Human Resources Management. She graduated with a Bachelor of Science in Business Management and a Minor in Human Resources Management from the University of Phoenix, Houston, Texas. She has earned a Master of Business Management from the University of Phoenix, Houston, Texas.

Karen loves spending time with family, traveling, photography, and the sport of running; and combining all of these whenever possible.
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8 Steps to Improve Cross-Selling
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