Today consumers have more choices than ever when choosing a financial institution. In fact, most consumers report working with an average of 3 different financial institutions. With so many different options it’s difficult for one company to stand out from the crowd.
If you have a customer’s checking and savings accounts, why did they go somewhere else for an auto loan? The next time they need a loan how can you be top of mind? Are there products you should be cross selling to your customers right now?
The big questions is…
“How do I sell the right product, to the right customer, at the right time, and continue to have a relationship with that customer over their lifetime?”