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Clarifying the Cross-Sell Agenda

Novantas Review Vol. 5 No. 2 | 2014

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Cross-Sell Myths and Traps

At a time of frustration in relationship expansion, much of the blockage stems from flawed assumptions about customer needs categories and the stages of cross-sell.

Relationship Banking Made Simple

An effective framework for developing relationships and growing cross-sell revenues sets clear objectives for each stage of customer engagement with the bank.

Earning Your Profitable Share in Home Equity Lending

With high-volume product push a thing of the past, banks will need new strategies and skills to win in the crawling recovery projected for home equity lending.

Pricing for Deposit Customer Segments

To nurture core deposit relationships in a tightening market, winning banks will leverage the customer information advantage for more targeted deposit pricing and marketing.

Bank Wealth Management: New Models Beginning to Bear Fruit

Bank wealth units have visibly boosted retail customer penetration rates in a short period of time, driven by improved internal collaboration and a sharper segment focus.

“Inside Sales” for Small Business Growth

Profound changes in customer channel usage patterns now argue for a dedicated staff of telephone-based bankers who can strongly augment small business sales.

Complexity Challenge in Commercial Lending

To improve market responsiveness and streamline complex operations, many commercial lenders need to establish a target operating model. One-off projects won’t suffice.

Harnessing Digital for Branch Sales

Online shopping and branch sales are now joined at the hip, yet most banks are not yet measuring the day-to-day effectiveness of digital in driving shoppers into the store.

For more information, contact Novantas Marketing

+1 (212) 901-2772


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