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How to Improve Your Bank's Cross Selling Strategy

Tuesday, October 1st at 2:00 PM EST

About this webinar:

Now more than ever, commercial banks are looking to non-credit income to bolster the bottom line. They need bankers to cross-sell a range of products and expand their client relationships. With a full view of the relationship and timely coaching, banks can truly tap into their cross-sell potential to win more deals and improve profitability.

Join us for this webinar to learn how PrecisionLender helps commercial relationship managers cross-sell a range of products and expand client relationships - and then track that those promised accounts arrive on the books.

What you will learn:

  • The importance of being able to see the full client relationship and its profitability when your RMs are working on a new opportunity.
  • How Andi can help offer timely cross-sell suggestions while structures and products are still being discussed.
  • How to track additional deposits, treasury management services or other non-credit revenue accounts to ensure the cross-sell materializes on the books.
  • How to be on the same page with the whole team working on a cross-sell opportunity to ensure complex deals make it across the finish line.
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Tuesday, October 1st at 2:00 PM EST

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About the speakers:

Iris Friedman
Iris Friedman, Product Manager

As a Product Manager at PrecisionLender, Iris bridges the gap between the users, the engineering team and the market need...

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As a Product Manager at PrecisionLender, Iris bridges the gap between the users, the engineering team and the market need in order to build products that are relevant and add value to both the bank and its clients. She has spent the past several years focusing on delighting the users within PrecisionLender so that Relationship Manager’s can spend less time pricing an opportunity and more time building the brand of the bank.

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David Curtis
David Curtis, Client Development Manager

As a Client Development Manager at PrecisionLender, David keeps his finger on the pulse of what commercial banking leaders and...

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As a Client Development Manager at PrecisionLender, David keeps his finger on the pulse of what commercial banking leaders and relationship managers are thinking, feeling, and experiencing in order to help them achieve their goals and better serve their customers. He spent over 15 years in the banking industry helping institutions grow their non-interest income by implementing new financial technology and breaking down silos between lenders and cash management officers.

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