About Cross Sell Advantage

Cross Sell Advantage is a marketing system that can provide an instant leap in the number of sales leads your Financial Institution generates - in a way that actually builds stronger customer relationships.


This marketing process is based on customer education - helping customers make more informed decisions while, at the same time, making it easier for your financial institution to generate more selling opportunities for all of the products you offer, including investments and insurance.


And it works with all of your customers - those you see in the branches and those you do not.

Benefits

Cross Sell Advantage helps you create dialogues with your customers about more of their financial needs - and turn those dialogues into selling opportunities. Both your customers and your employees will enjoy the benefits. Your customers will have a place to turn for help with more of their financial needs. Your employees will have an effective marketing tool that they really like to use.

Used directly by your customers
Your financial institution's website becomes a resource where customers can go to find answers on hundreds of financial topics, discover needs that may not be apparent to them, and contact the exact person who can provide personal help.

Used by your frontline employees
Your frontline branch employees use Cross Sell Advantage everyday to initiate conversations, identify customer needs, and set up sales appointments on the spot.
Features

Cross Sell Advantage is a turnkey system that includes all of the necessary elements - web-based educational content with individual sales rep connection pages, marketing materials, and employee training in one affordable package.

At the core of the marketing system is a web-based Financial Answer Center that makes your website a valuable resource for your customers and employees.

  • Easy to read educational content provides anytime access to answers on hundreds of financial topics that is developed and maintained by a top three national accounting firm.
  • Learning modules that use engaging real life stories to help your customers see and understand their needs are designed and produced by top-level instructional engineers.
  • From every page of content, customers can connect to the right person at your financial institution that can provide personal help.

Fully Customized
The Financial Answer Center is under your name, customized to your look and feel, and seamlessly integrated into you website.

Easy to Implement
Cross Sell Advantage is easy to set up, requiring little or no time from IT staff for installation and ongoing operations.

Turnkey Package
Cross Sell Advantage is a turnkey system that includes the marketing and training that will ensure immediate results for your financial institution - all at one affordable cost.