Account Cross Sell – Expands member relationships and generates revenue opportunities
Account Cross Sell is the revenue-generating solution that supports direct sales initiatives at the branch level. This innovative system automatically analyzes and identifies specific cross-sell opportunities that offer advantageous terms for members and generate additional interest income for credit unions. This easy-to-use system provides desktop delivery of the member- and product-specific information required to increase cross-selling; and increases staff confidence with proven, online sales scripts.