Author Archives: Ted Triplett

Five Ways to Produce Effective Cross-Sell Results

Many bankers spend a considerable amount of time developing their cross-sell strategy, only to see...

3 Steps to Create Cross-Sell Success

It’s easy to build a case for cross-selling additional products and services to customers. The...

An Effective Cross-Sell Strategy: Both High-Tech and High-Touch

Short of developing clairvoyant abilities, is it possible to determine the best product or service...

Cross-Selling: It’s Important, But Often Neglected

It’s one of the basic rules of retention: The more products you sell to a...

How to Measure, Monitor and Manage Through a Scorecard

The slow economic recovery and new government regulations are forcing banks to squeeze the last...

Develop a Dialogue with Your New Customers

You’ve done it. The prospect has opened an account with your bank. Now all you...

Show Customers that Their Opinions Matter

Like a lot of banks, you may routinely survey your customers. After all, soliciting feedback...

Justify Marketing as an Investment by Measuring Your Success

As the economy continues to regain its strength, financial institutions large and small have been...