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Wisconsin Credit Union Foundation

Cross Selling: The Key to Accountholder Satisfaction & Retention

This webinar will provide tools to empower staff to cross sell effectively and intelligently. From discovery to delivery, you will learn to increase accountholder retention while gaining growth opportunities through favorable referrals.

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Type of Event
On Demand Webinar

Who Should Attend
  • On Demand
  • Webinars
  • Member Services
  • Marketing
  • Front Line
  • Compliance

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Description 

It is a proven fact that the more products and services accountholders own, the less likely they are to leave. With competition from both traditional and non-traditional sources increasing at exponential rates, it has never been more important to gain and retain satisfied accountholders. Because of these and other market-driven factors, cross selling must become a top priority. However, cross selling for the wrong reason can do more harm than good! This webinar will provide tools to empower staff to cross sell effectively and intelligently. From discovery to delivery, you will learn to increase accountholder retention while gaining growth opportunities through favorable referrals.

Learning Objectives

  • Cross selling: what it is, what it is not, and why it is a must!
  • “Accountholder advocate” approach to intelligent cross selling
  • Understanding accountholder needs and buying preferences
  • Positive impact of effective cross selling on long-term retention
  • Turning accountholders into your biggest fans – keys to gaining referrals through cross selling

Speaker

Tim Tivis, Pinnacle Training Group

Investment

$259.00